Other · DOL Form 5500 · 2023
Adena Health System Retirement Plan
Data updated 2026-08-25
- $211M
- Total assets Near avg plan size
- 5,394
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $39,131
- Avg per participant Low balance/head
Official DOL plan name: Adena Health System Tax Deferred Annuity/Matched Savings Plan · Sponsored by Adena Health System · Ohio · Healthcare & Social Assistance
$211M in assets, 5,394 participants
Adena Health System's Adena Health System Tax Deferred Annuity/Matched Savings Plan reported $211M in total assets and 5,394 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,891 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Adena Health System Tax Deferred Annuity/Matched Savings Plan covers 5,394 participants in Ohio, 7.1x the typical Ohio plan (state average ~765 per filing). Assets: $211M.
- #16,891
- in Healthcare & Social Assistance (17,684 peers)
- +21.9%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Adena Health System Tax Deferred Annuity/Matched Savings Plan's outsized position by total assets
Adena Health System Tax Deferred Annuity/Matched Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$211,075,131 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Adena Health System Tax Deferred Annuity/Matched Savings 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. Adena Health System Tax Deferred Annuity/Matched Savings Plan lands in the large band (5,394 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Adena Health System Tax Deferred Annuity/Matched Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Adena Health System Tax Deferred Annuity/Matched Savings Plan end-of-year assets rose from $173M in the plan year 2022 filing to $211M in the plan year 2023 filing.
- Adena Health System Tax Deferred Annuity/Matched Savings Plan reported participants rose from 4,765 in the plan year 2022 filing to 5,394 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 314379443 · Adena Health System PY 2023 · Other
Adena Health System Tax Deferred Annuity/Matched Savings Plan · $211M · 5,394 · 95th
- 5500 $211M
- 5500 5,394
- 5500 95th
- 5500 Other
- 5500 near Norc, Inc. Retirement Plan
- 5500 ind #16891
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 →
Adena Health System Tax Deferred Annuity/Matched Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $173M |
|---|---|
| Net Assets (End of Year) | $211M |
| Net Income | $38M |
| Employer EIN | 314379443 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,513 | $274M |
| 2023 | 2 | 8,560 | $316M |
| 2024 | 2 | 8,491 | $347M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Scale composition for Adena Health System Tax Deferred Annuity/Matched Savings Plan
Adena Health System Tax Deferred Annuity/Matched Savings Plan reports $211M in end-of-year assets across 5,394 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $39,131 per participant (28% of the national average assets-per-participant) . Net income for plan year 2023 was $38M.
This plan identity (EIN 314379443, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $173M to $240M (+38.8%) while covered participants moved from 4,765 to 5,518 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,765 | $173M | Open filing |
| 2023 | 5,394 | $211M | This page |
| 2024 · index core | 5,518 | $240M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (Other, $240M, 5,518 participants)
- The Adena Health System Defined Contribution Plan (Profit Sharing, $107M, 2,973 participants)
Adena Health System Tax Deferred Annuity/Matched Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Norc, Inc. Retirement Plan in IL ($211M); by covered participants it is Atlanticare 403(b) Retirement Plan in NJ (5,391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($211M here).
- Norc, Inc. Retirement Plan (IL) $211M · 2,277
- Signature Healthcare Retirement Savings Plan (MA) $212M · 2,682
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) $212M · 1,855
- Whitman College Retirement Plan (WA) $209M · 547
Similar participant headcount
Nearest other-state filings by covered participants (5,394 participants); asset peers above are excluded.
- Atlanticare 403(b) Retirement Plan (NJ) 5,391 · 3 off
- Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) 5,380 · 14 off
- Baylor Scott & White Health 403(b) Savings Plan (TX) 5,360 · 34 off
- Virginia Mason Medical Center 403(b) Plan (WA) 5,429 · 35 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.