Defined Benefit (Pension) · DOL Form 5500 · 2023

Deaconess Health System, Inc. Pension Plan

Data updated 2026-08-25

$273M
Total assets Near avg plan size
1,736
Participants Near avg headcount
96th
Percentile by assets National rank
$157,402
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Deaconess Health System, Inc. Retirement Plan · Sponsored by Deaconess Health System, Inc. · Indiana · Healthcare & Social Assistance

$273M in assets, 1,736 participants

Deaconess Health System, Inc.'s Deaconess Health System, Inc. Retirement Plan reported $273M in total assets and 1,736 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,020 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Deaconess Health System, Inc. Retirement Plan covers 1,736 participants in Indiana, 3.2x the typical Indiana plan (state average ~541 per filing). Assets: $273M.

#17,020
in Healthcare & Social Assistance (17,684 peers)
+7.4%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Deaconess Health System, Inc. Retirement Plan's outsized position by total assets

Deaconess Health System, Inc. Retirement Plan vs every filed plan by assets

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

$273,249,173 Top 4% higher than 96% 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. Retirement 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. Deaconess Health System, Inc. Retirement Plan lands in the large band (1,736 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Deaconess Health System, Inc. Retirement Plan reported net income rose from -$61M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Deaconess Health System, Inc. Retirement Plan reported participants rose from 1,573 in the plan year 2022 filing to 1,736 in the plan year 2023 filing.
  • Deaconess Health System, Inc. Retirement Plan end-of-year assets rose from $255M in the plan year 2022 filing to $273M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351532889 · Deaconess Health System, Inc. PY 2023 · Defined Benefit (Pension)

Deaconess Health System, Inc. Retirement Plan · $273M · 1,736 · 96th

  • PHOTO $273M
  • IND 1,736
  • EOY 96th
  • 5500 Defined Benefit (Pension)
  • ASSETS near St. Louis Teamster Brewery Workers Pension Plan
  • PCT ind #17020

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. Retirement Plan in the asset neighbourhood

Farm Bureau Employees' Retirement PlanFarm Bureau Employees' Retir…$275MSt. Louis Teamster Brewery Workers Pension PlanSt. Louis Teamster Brewery W…$274MDeaconess Health System, Inc. Retirement PlanDeaconess Health System, Inc…$273MIpl Retirement Plan for Bargaining Unit EesIpl Retirement Plan for Barg…$273MRetirement Plan for Great Dane LLCRetirement Plan for Great Da…$272M
End-of-year total assets ($M) among Deaconess Health System, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$255M
Net Assets (End of Year)$273M
Net Income$19M
Employer EIN351532889
Plan Effective Date1950-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Deaconess Health System, Inc.)

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

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Deaconess Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -5051015 Total assets ($B) Participants Deaconess Health System, Inc. Retirement Plan, Total assets ($B): 0.273249173 · Participants: 1736Deaconess Health System, Inc. Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Deaconess Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Deaconess Health System, Inc. Retirement Plan side-by-side with 3 peers →

Deaconess Health System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is St. Louis Teamster Brewery Workers Pension Plan in MO ($274M); by covered participants it is Ufcw Local 1776 & Participating Employers Pension Fund in PA (1,735 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($273M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,736 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. Retirement Plan assets move in 2023? ▼
Deaconess Health System, Inc. Retirement Plan grew at a solid clip - up 7.4% during 2023, from $255M to $273M. Reported net income was $19M.
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.
Where does Deaconess Health System, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Deaconess Health System, Inc. Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Deaconess Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is St. Louis Teamster Brewery Workers Pension Plan in MO ($274M, 230 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Deaconess Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw Local 1776 & Participating Employers Pension Fund in PA (1,735 participants, $72M 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.