Profit Sharing · DOL Form 5500 · 2022
Adena Health System Profit Sharing Plan
Data updated 2026-08-11
- $100M
- Total assets
- 3,748
- Participants
- 93rd
- Percentile by assets
- $26,776
- Avg per participant
Official DOL plan name: The Adena Health System Defined Contribution Plan · Sponsored by Adena Health System · Ohio · Healthcare & Social Assistance
$100M in assets, 3,748 participants
Adena Health System's The Adena Health System Defined Contribution Plan reported $100M in total assets and 3,748 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 93rd percentile by assets (of 139,126 plans)
- #18,807 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
The Adena Health System Defined Contribution Plan covers 3,748 participants in Ohio, 4.9x the typical Ohio plan (state average ~765 per filing). Assets: $100M.
- $100M
- total plan assets (2022 EOY)
- 3,748
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $26,776
- avg assets per participant
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The Adena Health System Defined Contribution Plan reports 3,748 participants - 4.9x that state average ($100M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$24M |
| Employer EIN | 314379443 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adena Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,513 | $274M |
| 2023 | 2 | 8,560 | $316M |
| 2024 | 2 | 8,491 | $347M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Adena Health System Defined Contribution Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Adena Health System Defined Contribution Plan by total assets, not by location.
- Plumbers and Gasfitters Local 5 Retirement Savings Plan (MD) $100M · 1,988
- Commonwealth Care Alliance 403(b) Plan (MA) $99M · 1,555
- Au Medical Center, Inc. 401(a) Retirement Sav Plan (GA) $101M · 3,655
- Healthalliance Partnership Retirement Savings Plan (MA) $102M · 1,360
Frequently Asked Questions
How did The Adena Health System Defined Contribution Plan assets move in 2022? ▼
How have Adena Health System plan assets changed over time? ▼
Where does The Adena Health System Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Adena Health System Defined Contribution Plan? ▼
Next read for The Adena Health System Defined Contribu…
Filing takeaways
Ways to act on The Adena Health System Defined Contribution Plan's numbers.
- By total assets, The Adena Health System Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Adena Health System's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans