401(k)
2023 plan-year 401(k) DOL Form 5500

DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN

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

DEACONESS HEALTH SYSTEM, INC.

This 401(k) plan holds $738M in total assets and serves 8,651 participants as of 2023. It is sponsored by DEACONESS HEALTH SYSTEM, INC. in Indiana. The plan reported positive net income of $131M for the year.

Total Assets (2023)
$738M
Participants
8,651
State
Industry
Healthcare & Social Assistance

What the Filing Says About DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN

DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by DEACONESS HEALTH SYSTEM, INC., headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $738M in total end-of-year assets and covers 8,651 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 351532889, and the plan has been effective since 1988-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $559M at the beginning of 2023 to $738M at year-end — a gain of 32.0%. Net assets (after liabilities) closed the year at $738M, with reported net income of $131M 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)$559M
Total Assets (End of Year)$738M
Net Assets (End of Year)$738M
Net Income$131M
Plan Type401(k)
Employer EIN351532889
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (DEACONESS HEALTH SYSTEM, INC.)

Year Plans Participants Total Assets
2022 4 10,949 $833M
2023 3 10,982 $1.0B
2024 3 11,908 $1.1B

Nearby 401(k) Plans in Indiana

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Frequently Asked Questions

How much money is in the DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN?
As of the 2023 Form 5500 filing, DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN holds $738M in total assets with 8,651 participants. It is sponsored by DEACONESS HEALTH SYSTEM, INC..
What type of plan is DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN?
DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN is a 401(k) plan. It has been effective since 1988-07-01. The plan is filed with the U.S. Department of Labor under EIN 351532889.
Who sponsors the DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN?
DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN is sponsored by DEACONESS HEALTH SYSTEM, INC., located in Indiana. The sponsor's EIN is 351532889 and the plan operates in the Healthcare & Social Assistance industry.
How did DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN perform in 2023?
DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN grew by 32.0% during 2023, moving from $559M to $738M in total assets. Net income was $131M.
Where can I find official filings for DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN?
Official Form 5500 filings for DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351532889 or plan name at efast.dol.gov.
How does DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN compare to other plans?
You can compare DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

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 official public datasets. See our methodology for details.