Profit Sharing · DOL Form 5500 · 2023

Adena Health System Profit Sharing Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
3,166
Participants Above avg headcount
92nd
Percentile by assets National rank
$33,116
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,379
in Healthcare & Social Assistance (17,684 peers)
+4.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The Adena Health System Defined Contribution Plan's outsized position by total assets

The Adena Health System Defined Contribution Plan vs every filed plan by assets

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

$104,844,617 Top 8% higher than 92% 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

The Adena Health System Defined Contribution 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. The Adena Health System Defined Contribution Plan lands in the large band (3,166 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 314379443 · Adena Health System PY 2023 · Profit Sharing

The Adena Health System Defined Contribution Plan · $105M · 3,166 · 92nd

  • TYPE $105M
  • TYPE 3,166
  • TYPE 92nd
  • TYPE Profit Sharing
  • TYPE near Building Trades Annuity Benefit Fund
  • TYPE ind #16379

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 →

The Adena Health System Defined Contribution Plan in the asset neighbourhood

Tuality Healthcare Performance Retirement Plan - 403(b)Tuality Healthcare Performan…$105MBuilding Trades Annuity Benefit FundBuilding Trades Annuity Bene…$105MThe Adena Health System Defined Contribution PlanThe Adena Health System Defi…$105MLarson Manufacturing Company Employee Profit Sharing PlanLarson Manufacturing Company…$105MKipp DC Retirement Plan$105M
End-of-year total assets ($M) among The Adena Health System Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$105M
Net Income$4M
Employer EIN314379443
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adena Health System)

Sponsor-wide plan assets over time

All Adena Health System plans reported in each filing year

Latest sponsor-wide plan assets
$347M 26.956014022839586% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $274M $347M ▲ +27.0%
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 Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants The Adena Health System Defined Contribution Plan, Total assets ($B): 0.104844617 · Participants: 3166The Adena Health System Defined Contribution PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
The Adena Health System Defined Contribution Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare The Adena Health System Defined Contribution Plan side-by-side with 3 peers →

The Adena Health System Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Building Trades Annuity Benefit Fund in NY ($105M); by covered participants it is Enloe Medical Center Defined Contribution Retirement Plan in CA (3,162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,166 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 The Adena Health System Defined Contribution Plan assets move in 2023? ▼
The Adena Health System Defined Contribution Plan edged up modestly - up 4.5% during 2023, from $100M to $105M. Reported net income was $4M.
How have Adena Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adena Health System's sponsor-wide assets grew 27.0%, from $274M to $347M.
Where does The Adena Health System Defined Contribution Plan rank by assets among Form 5500 filers? ▼
The Adena Health System Defined Contribution Plan ranks in the 92nd 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 Profit Sharing plans are similar in size to The Adena Health System Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Building Trades Annuity Benefit Fund in NY ($105M, 1,297 participants).
Which Profit Sharing plans cover a similar participant headcount to The Adena Health System Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Enloe Medical Center Defined Contribution Retirement Plan in CA (3,162 participants, $218M 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 314379443.

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.