Profit Sharing · DOL Form 5500 · 2023
Adena Health System Profit Sharing Plan
Data updated 2026-08-11
- $105M
- Total assets
- 3,166
- Participants
- 92nd
- Percentile by assets
- $33,116
- Avg per participant
Official DOL plan name: The Adena Health System Defined Contribution Plan · Sponsored by Adena Health System · Ohio · Healthcare & Social Assistance
$105M in assets, 3,166 participants
Adena Health System's The Adena Health System Defined Contribution Plan reported $105M in total assets and 3,166 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #16,379 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
The Adena Health System Defined Contribution Plan covers 3,166 participants in Ohio, 4.1x the typical Ohio plan (state average ~765 per filing). Assets: $105M.
- $105M
- total plan assets (2023 EOY)
- 3,166
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $33,116
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Adena Health System Defined Contribution Plan reported net income rose from -$24M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Adena Health System Defined Contribution Plan reported participants fell from 3,748 in the plan year 2022 filing to 3,166 in the plan year 2023 filing.
- The Adena Health System Defined Contribution Plan end-of-year assets rose from $100M in the plan year 2022 filing to $105M in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The Adena Health System Defined Contribution Plan reports 3,166 participants - 4.1x that state average ($105M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $4M |
| Employer EIN | 314379443 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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 Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Adena Health System Defined Contribution Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Adena Health System Defined Contribution Plan by total assets, not by location.
- Building Trades Annuity Benefit Fund (NY) $105M · 1,297
- Larson Manufacturing Company Employee Profit Sharing Plan (IL) $105M · 405
- Kipp DC Retirement Plan (DC) $105M · 1,300
- Tuality Healthcare Performance Retirement Plan - 403(b) (OR) $105M · 1,300
Frequently Asked Questions
How did The Adena Health System Defined Contribution Plan assets move in 2023? ▼
How have Adena Health System plan assets changed over time? ▼
Where does The Adena Health System Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Adena Health System Defined Contribution Plan? ▼
Next read for The Adena Health System Defined Contribu…
Filing takeaways
Ways to act on The Adena Health System Defined Contribution Plan's numbers.
- By total assets, The Adena Health System Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Adena Health System's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans