Profit Sharing · DOL Form 5500 · 2024
Adena Health System Profit Sharing Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 2,973
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $35,934
- Avg per participant Low balance/head
Official DOL plan name: The Adena Health System Defined Contribution Plan · Sponsored by Adena Health System · Ohio · Healthcare & Social Assistance
$107M in assets, 2,973 participants
Adena Health System's The Adena Health System Defined Contribution Plan reported $107M in total assets and 2,973 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.
- #15,558 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
The Adena Health System Defined Contribution Plan covers 2,973 participants in Ohio, 3.9x the typical Ohio plan (state average ~765 per filing). Assets: $107M.
- #15,558
- in Healthcare & Social Assistance (16,916 peers)
- +1.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The Adena Health System Defined Contribution Plan's outsized position by total assets
The Adena Health System Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$106,830,827 Top 9% higher than 91% 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
The Adena Health System Defined Contribution 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. The Adena Health System Defined Contribution Plan lands in the large band (2,973 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Adena Health System Defined Contribution Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Adena Health System Defined Contribution Plan reported participants fell from 3,166 in the plan year 2023 filing to 2,973 in the plan year 2024 filing.
- The Adena Health System Defined Contribution Plan end-of-year assets rose from $105M in the plan year 2023 filing to $107M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 314379443 · Adena Health System PY 2024 · Profit Sharing
The Adena Health System Defined Contribution Plan · $107M · 2,973 · 91st
- PHOTO $107M
- PHOTO 2,973
- PHOTO 91st
- PHOTO Profit Sharing
- PHOTO near Campbell Scientific Profit Sharing Plan
- PHOTO ind #15558
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 →
The Adena Health System Defined Contribution Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $2M |
| 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 Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
The Adena Health System Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Campbell Scientific Profit Sharing Plan in UT ($107M); by covered participants it is Painters and Allied Trades Dc82 Defined Contribution Pension Plan in MN (3,008 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Campbell Scientific Profit Sharing Plan (UT) $107M · 648
- Byer California Retirement Savings Plan (CA) $106M · 157
- Stagehands Local Two Annuity Plan (IL) $105M · 1,669
- Lifenet Profit Sharing Plan (VA) $105M · 1,597
Similar participant headcount
Nearest other-state filings by covered participants (2,973 participants); asset peers above are excluded.
- Painters and Allied Trades Dc82 Defined Contribution Pension Plan (MN) 3,008 · 35 off
- Local 743 Severance and Retirement Plan (IL) 2,931 · 42 off
- Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan (CA) 3,019 · 46 off
- IBEW Local 1249 Annuity Fund (NY) 3,040 · 67 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.