Other · DOL Form 5500 · 2024
Adena Health System Retirement Plan
Data updated 2026-08-25
- $240M
- Total assets Near avg plan size
- 5,518
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $43,579
- 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
$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.
- #16,144 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Adena Health System Tax Deferred Annuity/Matched Savings Plan covers 5,518 participants in Ohio, 7.2x the typical Ohio plan (state average ~765 per filing). Assets: $240M.
- #16,144
- in Healthcare & Social Assistance (16,916 peers)
- +13.9%
- assets growth YoY
- 2.4×
- 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 2024 · DOL Form 5500
$240,466,786 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Adena Health System Tax Deferred Annuity/Matched Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (5,518 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 314379443 · Adena Health System PY 2024 · Other
Adena Health System Tax Deferred Annuity/Matched Savings Plan · $240M · 5,518 · 95th
- SCH $240M
- EBSA 5,518
- PART 95th
- TYPE Other
- NET near Pacific Lutheran University 403(b) Retirement Plan
- BOOK ind #16144
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) | $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)
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 $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
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Scale composition for Adena Health System Tax Deferred Annuity/Matched Savings Plan
Adena Health System Tax Deferred Annuity/Matched Savings Plan reports $240M in end-of-year assets across 5,518 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 $43,579 per participant (32% of the national average assets-per-participant) . Net income for plan year 2024 was $29M.
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 | Open filing |
| 2024 · index core | 5,518 | $240M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- 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 Pacific Lutheran University 403(b) Retirement Plan in WA ($240M); by covered participants it is Tufts University Voluntary Retirement Plan in MA (5,554 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($240M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,518 participants); asset peers above are excluded.
- Tufts University Voluntary Retirement Plan (MA) 5,554 · 36 off
- American University Defined Contribution Retirement Plan (DC) 5,480 · 38 off
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,578 · 60 off
- University Health System, Inc. 403(b) Plan (TN) 5,436 · 82 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.