Defined Benefit (Pension) · DOL Form 5500 · 2023

Deaconess Health System, Inc. Pension Plan

Data updated 2026-08-11

$273M
Total assets
1,736
Participants
96th
Percentile by assets
$157,402
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$273M
total plan assets (2023 EOY)
1,736
covered participants
96th
percentile by assets (of 127,072 plans)
$157,402
avg assets per participant

Where Deaconess Health System, Inc. Retirement Plan sits 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 $2,010,000,000 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

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 →

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Deaconess Health System, Inc. Retirement Plan reports 1,736 participants - 3.2x that state average ($273M EOY assets).

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.)

$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.83B $1.14B ▲ +37.3%
Total plan assets by year, all Deaconess Health System, Inc. plans on file
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 ($B) Participants Deaconess Health Sys…, Total assets ($B): 0.273249173 · Participants: 1736Deaconess Health Sys…The Lilly Retirement…, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement…Cummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pen…, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pen…Elevance Health Cash…, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash…Nisource 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

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Deaconess Health System, Inc. Retirement Plan by total assets, not by location.

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).

Next read for Deaconess Health System, Inc. Retirement…

Filing takeaways

Ways to act on Deaconess Health System, Inc. Retirement Plan's numbers.