Other · DOL Form 5500 · 2024

Avita Health System Retirement Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
2,177
Participants Above avg headcount
91st
Percentile by assets National rank
$48,038
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avita Health System Employee 403b Retirement Plan · Sponsored by Avita Health System · Ohio · Healthcare & Social Assistance

$105M in assets, 2,177 participants

Avita Health System's Avita Health System Employee 403b Retirement Plan reported $105M in total assets and 2,177 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,534 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Avita Health System Employee 403b Retirement Plan covers 2,177 participants in Ohio, 2.8x the typical Ohio plan (state average ~765 per filing). Assets: $105M.

#15,534
in Healthcare & Social Assistance (16,916 peers)
+18.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Avita Health System Employee 403b Retirement Plan's outsized position by total assets

Avita Health System Employee 403b Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$104,579,027 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,050,000,000 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 2024

Avita Health System Employee 403b Retirement 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. Avita Health System Employee 403b Retirement Plan lands in the large band (2,177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avita Health System Employee 403b Retirement Plan end-of-year assets rose from $88M in the plan year 2023 filing to $105M in the plan year 2024 filing.
  • Avita Health System Employee 403b Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Avita Health System Employee 403b Retirement Plan reported participants rose from 2,070 in the plan year 2023 filing to 2,177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 274385692 · Avita Health System PY 2024 · Other

Avita Health System Employee 403b Retirement Plan · $105M · 2,177 · 91st

  • EBSA $105M
  • PART 2,177
  • TYPE 91st
  • NET Other
  • BOOK near The Monterey Bay Aquarium Retirement Plan
  • VS-ST ind #15534

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 →

Avita Health System Employee 403b Retirement Plan in the asset neighbourhood

Kqed Inc. Tax Sheltered Annuity PlanKqed Inc. Tax Sheltered Annu…$105MThe Monterey Bay Aquarium Retirement PlanThe Monterey Bay Aquarium Re…$105MAvita Health System Employee 403b Retirement PlanAvita Health System Employee…$105MRetirement and Savings Plan$105MBellarmine University Defined Contribution PlanBellarmine University Define…$104M
End-of-year total assets ($M) among Avita Health System Employee 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$105M
Net Income$16M
Employer EIN274385692
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avita Health System)

Sponsor-wide plan assets over time

All Avita Health System plans reported in each filing year

Latest sponsor-wide plan assets
$105M 48.584348665610484% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $70.4M $105M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 1,967 $70M
2023 1 2,070 $88M
2024 1 2,177 $105M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Avita Health System Employee 403b Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Avita Health System Employee 403b Retirement Plan, Total assets ($B): 0.104579027 · Participants: 2177Avita Health System Employee 403b Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
Avita Health System Employee 403b Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Avita Health System Employee 403b Retirement Plan side-by-side with 3 peers →

Avita Health System Employee 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Monterey Bay Aquarium Retirement Plan in CA ($105M); by covered participants it is 403(b) Thrift Plan for Cw Group, Inc. in CT (2,183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,177 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.

Frequently Asked Questions

How did Avita Health System Employee 403b Retirement Plan assets move in 2024? ▼
Avita Health System Employee 403b Retirement Plan grew sharply - up 18.6% during 2024, from $88M to $105M. Reported net income was $16M.
How have Avita Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avita Health System's sponsor-wide assets grew 48.6%, from $70M to $105M.
Where does Avita Health System Employee 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Avita Health System Employee 403b Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Avita Health System Employee 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Monterey Bay Aquarium Retirement Plan in CA ($105M, 525 participants).
Which Other plans cover a similar participant headcount to Avita Health System Employee 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Cw Group, Inc. in CT (2,183 participants, $21M in assets).

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 274385692.

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.