Profit Sharing · DOL Form 5500 · 2022
Adena Health System Profit Sharing Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 3,748
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $26,776
- Avg per participant Low balance/head
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.
- #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.
- #18,807
- in Healthcare & Social Assistance (20,060 peers)
- -19.3%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
The Adena Health System Defined Contribution Plan's outsized position by total assets
The Adena Health System Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$100,357,900 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Adena Health System Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Adena Health System Defined Contribution Plan lands in the large band (3,748 participants).
EBSA filing schedule strip
Filing strip 314379443 · Adena Health System PY 2022 · Profit Sharing
The Adena Health System Defined Contribution Plan · $100M · 3,748 · 93rd
- BOY $100M
- BOY 3,748
- BOY 93rd
- BOY Profit Sharing
- BOY near Plumbers and Gasfitters Local 5 Retirement Savings Plan
- BOY ind #18807
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →
The Adena Health System Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Adena Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $347M 26.956014022839586% vs 2022
- 2024 filing year
| 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.
- 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
The Adena Health System Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Plumbers and Gasfitters Local 5 Retirement Savings Plan in MD ($100M); by covered participants it is Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan in CA (3,734 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,748 participants); asset peers above are excluded.
- Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan (CA) 3,734 · 14 off
- Sheet Metal Workers Local Union No. 28 Annuity Fund (NY) 3,871 · 123 off
- Operating Engineers Local No 37 Severance & Annuity Fund (MD) 3,882 · 134 off
- Steamfitters' Industry Supplemental Retirement Fund (NY) 3,897 · 149 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.