Other · DOL Form 5500 · 2023

Avita Health System Retirement Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
2,070
Participants Near avg headcount
90th
Percentile by assets National rank
$42,613
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avita Health System Employee 403b Retirement Plan · Sponsored by Avita Health System · Ohio · Healthcare & Social Assistance

$88M in assets, 2,070 participants

Avita Health System's Avita Health System Employee 403b Retirement Plan reported $88M in total assets and 2,070 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,215 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Avita Health System Employee 403b Retirement Plan covers 2,070 participants in Ohio, 2.7x the typical Ohio plan (state average ~765 per filing). Assets: $88M.

#16,215
in Healthcare & Social Assistance (17,684 peers)
+25.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Avita Health System Employee 403b Retirement Plan's outsized position by total assets

Avita Health System Employee 403b Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$88,209,731 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Avita Health System Employee 403b Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avita Health System Employee 403b Retirement Plan lands in the large band (2,070 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avita Health System Employee 403b Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Avita Health System Employee 403b Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Avita Health System Employee 403b Retirement Plan reported participants rose from 1,967 in the plan year 2022 filing to 2,070 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 274385692 · Avita Health System PY 2023 · Other

Avita Health System Employee 403b Retirement Plan · $88M · 2,070 · 90th

  • IND $88M
  • IND 2,070
  • IND 90th
  • IND Other
  • IND near Achievement First, Inc. 403(b) Plan
  • IND ind #16215

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 →

Avita Health System Employee 403b Retirement Plan in the asset neighbourhood

Retirement Program for U. S. Citizen and Resident Alien Employees of the American University of BeirutRetirement Program for U. S.…$89MWorld Learning, Inc. Retirement PlanWorld Learning, Inc. Retirem…$89MAchievement First, Inc. 403(b) PlanAchievement First, Inc. 403(…$88MAvita Health System Employee 403b Retirement PlanAvita Health System Employee…$88MBenaroya Research Institute at Virginia Mason 403(b) Retirement PlanBenaroya Research Institute …$88M
End-of-year total assets ($M) among Avita Health System Employee 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$88M
Net Income$18M
Employer EIN274385692
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avita Health System)

Sponsor-wide plan assets over time

All Avita Health System plans reported in each filing year

Latest sponsor-wide plan assets
$105M 48.584348665610484% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $70.4M $105M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 1,967 $70M
2023 1 2,070 $88M
2024 1 2,177 $105M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Avita Health System Employee 403b Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Avita Health System Employee 403b Retirement Plan, Total assets ($B): 0.088209731 · Participants: 2070Avita Health System Employee 403b Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Avita Health System Employee 403b Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Avita Health System Employee 403b Retirement Plan side-by-side with 3 peers →

Avita Health System Employee 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Achievement First, Inc. 403(b) Plan in CT ($88M); by covered participants it is Seattle University Employees Retirement Plan in WA (2,067 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,070 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Avita Health System Employee 403b Retirement Plan assets move in 2023? ▼
Avita Health System Employee 403b Retirement Plan grew sharply - up 25.3% during 2023, from $70M to $88M. Reported net income was $18M.
How have Avita Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avita Health System's sponsor-wide assets grew 48.6%, from $70M to $105M.
Where does Avita Health System Employee 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Avita Health System Employee 403b Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Avita Health System Employee 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Achievement First, Inc. 403(b) Plan in CT ($88M, 1,873 participants).
Which Other plans cover a similar participant headcount to Avita Health System Employee 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Seattle University Employees Retirement Plan in WA (2,067 participants, $434M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 274385692.

Read our methodology - how this data is sourced, computed, and verified.

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