Other · DOL Form 5500 · 2023

Deaconess Health System, Inc. Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
595
Participants Below avg headcount
72nd
Percentile by assets National rank
$33,345
Avg per participant Low balance/head
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Official DOL plan name: Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan · Sponsored by Deaconess Health System, Inc. · Indiana · Healthcare & Social Assistance

$20M in assets, 595 participants

Deaconess Health System, Inc.'s Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan reported $20M in total assets and 595 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,596 in Healthcare & Social Assistance (17,684 peers)

Deaconess Health System, Inc. multi-year trail

Deaconess Health System, Inc.'s plans moved +36.3% in assets from 2022 to 2024; this filing shows Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan at $20M / 595 participants.

#13,596
in Healthcare & Social Assistance (17,684 peers)
+2.3%
assets growth YoY

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan's outsized position by total assets

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan vs every filed plan by assets

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

$19,840,308 Top 28% higher than 72% 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

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan sits mid-pack in the medium band (595 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan reported net income rose from -$6M in the plan year 2022 filing to $437K in the plan year 2023 filing.
  • Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan reported participants fell from 837 in the plan year 2022 filing to 595 in the plan year 2023 filing.
  • Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351532889 · Deaconess Health System, Inc. PY 2023 · Other

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan · $20M · 595 · 72nd

  • TYPE $20M
  • TYPE 595
  • TYPE 72nd
  • TYPE Other
  • TYPE near The Bay School of San Francisco DC Retirement Plan
  • TYPE ind #13596

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 Indiana →

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan in the asset neighbourhood

Capstone Health Services Foundation 403(b) DC PlanCapstone Health Services Fou…$20MThe Bay School of San Francisco DC Retirement PlanThe Bay School of San Franci…$20MDeaconess Health System, Inc. Tax Sheltered Annuity Thrift PlanDeaconess Health System, Inc…$20MBurgundy Farm Country Day School Defined Retirement PlanBurgundy Farm Country Day Sc…$20MLubbock Christian University 403(b) PlanLubbock Christian University…$20M
End-of-year total assets ($M) among Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Deaconess Health System, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Deaconess Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 36.292437102636086% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.83B $1.14B ▲ +37.3%
Year Plans Participants Total Assets
2022 4 10,949 $833M
2023 3 10,982 $1.0B
2024 3 11,908 $1.1B

Deaconess Health System, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$437K
Employer EIN351532889
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Indiana

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

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan, Total assets ($M): 19.840308 · Participants: 595Deaconess Health System, Inc. Tax Sheltered Annuity Thrift PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan side-by-side with 3 peers →

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is The Bay School of San Francisco DC Retirement Plan in CA ($20M); by covered participants it is Piedmont Health Services, Inc Retirement Plan in NC (595 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (595 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 Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan assets move in 2023? ▼
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan edged up modestly - up 2.3% during 2023, from $19M to $20M. Reported net income was $437K.
How have Deaconess Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Deaconess Health System, Inc.'s sponsor-wide assets grew 36.3%, from $833M to $1.1B.
Which Other plans are similar in size to Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan? ▼
Among Other plans in other states, the closest by assets is The Bay School of San Francisco DC Retirement Plan in CA ($20M, 98 participants).
Which Other plans cover a similar participant headcount to Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan? ▼
Among Other plans in other states, the closest by covered participants is Piedmont Health Services, Inc Retirement Plan in NC (595 participants, $39M 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 351532889.

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.