Other · DOL Form 5500 · 2024
Deaconess Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 472
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $40,020
- Avg per participant Low balance/head
Official DOL plan name: Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan · Sponsored by Deaconess Health System, Inc. · Indiana · Healthcare & Social Assistance
$19M in assets, 472 participants
Deaconess Health System, Inc.'s Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan reported $19M in total assets and 472 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,499 in Healthcare & Social Assistance (16,916 peers)
Deaconess Health System, Inc. multi-year trail
Deaconess Health System, Inc.'s plans moved +36.3% in assets from 2022 to 2024; this filing shows Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan at $19M / 472 participants.
- #12,499
- in Healthcare & Social Assistance (16,916 peers)
- -4.8%
- assets change YoY
The plan reported a net loss of $951K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan's outsized position by total assets
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,889,588 Top 31% higher than 69% 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
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan sits mid-pack in the medium band (472 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan reported net income fell from $437K in the plan year 2023 filing to -$951K in the plan year 2024 filing.
- Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan reported participants fell from 595 in the plan year 2023 filing to 472 in the plan year 2024 filing.
- Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan end-of-year assets fell from $20M in the plan year 2023 filing to $19M in the plan year 2024 filing.
DOL schedule card
Filing strip 351532889 · Deaconess Health System, Inc. PY 2024 · Other
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan · $19M · 472 · 69th
- 5500 $19M
- ASSETS 472
- PCT 69th
- EIN Other
- RANK near Montgomery Hospice Ee & Er Contribution Plan
- PHOTO ind #12499
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. Tax Sheltered Annuity Thrift Plan in the asset neighbourhood
Deaconess Health System, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 10,949 | $833M |
| 2023 | 3 | 10,982 | $1.0B |
| 2024 | 3 | 11,908 | $1.1B |
Deaconess Health System, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$951K |
| Employer EIN | 351532889 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Montgomery Hospice Ee & Er Contribution Plan in MD ($19M); by covered participants it is Greater Atlanta Christian Schools, Inc. Retirement Plan in GA (472 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Montgomery Hospice Ee & Er Contribution Plan (MD) $19M · 294
- 403(b) Thrift Plan for Lutheran Social Ministries of Maryland, Inc. (MD) $19M · 999
- Morris College 403(b) Defined Contribution Plan (SC) $19M · 194
- 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated (MN) $19M · 443
Similar participant headcount
Nearest other-state filings by covered participants (472 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.