401(k)
2022 plan-year 401(k) DOL Form 5500

The Adena Health System Defined Contribution Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Adena Health System · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

The Adena Health System Defined Contribution Plan holds $100M for 3,748 participants — about $26,776 per participant, down 19.3% over the 2022 plan year.

$100M
total plan assets (2022 EOY)
3,748
covered participants
$26,776
avg assets per participant
-19.3%
assets change YoY

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.

Total Assets (2023)
$100M
Participants
3,748
State
Industry
Healthcare & Social Assistance

What the Filing Says About The Adena Health System Defined Contribution Plan

The Adena Health System Defined Contribution Plan is a 401(k) retirement plan sponsored by Adena Health System, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $100M in total end-of-year assets and covers 3,748 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 314379443, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $124M at the beginning of 2022 to $100M at year-end — a decline of 19.3%. Net assets (after liabilities) closed the year at $100M, with reported net income of $-23,982,819 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$124M
Total Assets (End of Year)$100M
Net Assets (End of Year)$100M
Net Income$-23,982,819
Plan Type401(k)
Employer EIN314379443
Plan Effective Date1998-01-01
Filing StatusFILING 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 401(k) Plans in Ohio

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the The Adena Health System Defined Contribution Plan?
As of the 2022 Form 5500 filing, The Adena Health System Defined Contribution Plan holds $100M in total assets with 3,748 participants. It is sponsored by Adena Health System.
What type of plan is The Adena Health System Defined Contribution Plan?
The Adena Health System Defined Contribution Plan is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 314379443.
Who sponsors the The Adena Health System Defined Contribution Plan?
The Adena Health System Defined Contribution Plan is sponsored by Adena Health System, located in Ohio. The sponsor's EIN is 314379443 and the plan operates in the Healthcare & Social Assistance industry.
How did The Adena Health System Defined Contribution Plan perform in 2022?
The Adena Health System Defined Contribution Plan declined by 19.3% during 2022, moving from $124M to $100M in total assets. Net income was $-23,982,819.
Where can I find official filings for The Adena Health System Defined Contribution Plan?
Official Form 5500 filings for The Adena Health System Defined Contribution Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 314379443 or plan name at efast.dol.gov.
How does The Adena Health System Defined Contribution Plan compare to other plans?
You can compare The Adena Health System Defined Contribution Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 314379443.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.