Other · DOL Form 5500 · 2024
Deaconess Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 472
- Participants
- 69th
- Percentile by assets
- $40,020
- Avg per participant
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.
- 69th percentile by assets (of 123,622 plans)
- #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.
- $19M
- total plan assets (2024 EOY)
- 472
- covered participants
- 69th
- percentile by assets (of 123,622 plans)
- $40,020
- avg assets per participant
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.
Where Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan sits 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
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.
Deaconess Health System, Inc. across 3 plan years on file
Across the 3 plan years Deaconess Health System, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $833M to $1.1B, a gain of 36.3%, while reported participants moved from 10,949 to 11,908 (+8.8%). Peak year by sponsor assets: 2024 ($1.1B); trough: 2022 ($833M).
Deaconess Health System, Inc. multi-year asset trail
| 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.
Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan vs. nearby Other plans in Indiana, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan assets move in 2024? ▼
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Multi-year trail
Ways to act on Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan's numbers.
- By total assets, Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
- Deaconess Health System, Inc.'s sponsor-wide assets have grown 36.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans