Other · DOL Form 5500 · 2024

Adena Health System Retirement Plan

Data updated 2026-07-24

$240M
Total assets: 5,518
Participants: 95th
Percentile by assets: $43,579
Avg per participant

Official DOL plan name: Adena Health System Tax Deferred Annuity/Matched Savings Plan · Sponsored by Adena Health System · Ohio · Healthcare & Social Assistance

$240M in assets, 5,518 participants

Adena Health System's Adena Health System Tax Deferred Annuity/Matched Savings Plan reported $240M in total assets and 5,518 participants in its 2024 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.

95th percentile by assets (of 116,472 plans)

Coverage in Ohio

Adena Health System Tax Deferred Annuity/Matched Savings Plan covers 5,518 participants in Ohio, 7.0x the typical Ohio plan (state average ~787 per filing). Assets: $240M.

$240M
total plan assets (2024 EOY): 5,518
covered participants: 95th
percentile by assets (of 116,472 plans): $43,579
avg assets per participant

Adena Health System Tax Deferred Annuity/Matched Savings Plan reported net income fell from $38M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Adena Health System Tax Deferred Annuity/Matched Savings Plan end-of-year assets rose from $211M in the plan year 2023 filing to $240M in the plan year 2024 filing.
Adena Health System Tax Deferred Annuity/Matched Savings Plan reported participants rose from 5,394 in the plan year 2023 filing to 5,518 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Healthcare & Social Assistance

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. Adena Health System Tax Deferred Annuity/Matched Savings Plan reports 5,518 participants - 7.0x that state average ($240M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$211M
Net Assets (End of Year)	$240M
Net Income	$29M
Employer EIN	314379443
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Adena Health System)

Total plan assets by year, all Adena Health System plans on file

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.

Adena Health System Tax Deferred Annuity/Matched Savings Plan vs. nearby Other plans in Ohio, assets vs. participants

Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Summa Health 403(b) Retirement Savings Plan $855M · 4,697

Compare Adena Health System Tax Deferred Annuity… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Adena Health System Tax Deferred Annuity/Matched Savings Plan by total assets, not by location.

Pacific Lutheran University 403(b) Retirement Plan (WA) $240M · 552
Quinnipiac University Tax Deferred Annuity Plan (CT) $240M · 1,034
Stonehill College 403(b) Retirement Savings Plan (MA) $240M · 794
Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) $239M · 2,881

Frequently Asked Questions

How did Adena Health System Tax Deferred Annuity/Matched Savings Plan assets move in 2024? ▼

Adena Health System Tax Deferred Annuity/Matched Savings Plan grew at a solid clip - up 13.9% during 2024, from $211M to $240M. Reported net income was $29M.

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 Adena Health System Tax Deferred Annuity/Matched Savings Plan rank by assets among Form 5500 filers? ▼

Adena Health System Tax Deferred Annuity/Matched Savings Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Adena Health System Tax Deferred Annuity/Matched Savings Plan? ▼

Among Other plans in other states, the closest by assets is Pacific Lutheran University 403(b) Retirement Plan in WA ($240M, 552 participants).

Next read for Adena Health System Tax Deferred Annuity…

Filing takeaways

Ways to act on Adena Health System Tax Deferred Annuity/Matched Savings Plan's numbers.

By total assets, Adena Health System Tax Deferred Annuity/Matched Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other 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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.