Defined Benefit (Pension) · DOL Form 5500 · 2024
Deaconess Health System, Inc. Pension Plan
Data updated 2026-07-24
- $262M
- Total assets
- 1,598
- Participants
- 95th
- Percentile by assets
- $163,927
- Avg per participant
Official DOL plan name: Deaconess Health System, Inc. Retirement Plan · Sponsored by Deaconess Health System, Inc. · Indiana · Healthcare & Social Assistance
$262M in assets, 1,598 participants
Deaconess Health System, Inc.'s Deaconess Health System, Inc. Retirement Plan reported $262M in total assets and 1,598 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.
- 95th percentile by assets (of 116,472 plans)
Coverage in Indiana
Deaconess Health System, Inc. Retirement Plan covers 1,598 participants in Indiana, 2.9x the typical Indiana plan (state average ~555 per filing). Assets: $262M.
- $262M
- total plan assets (2024 EOY)
- 1,598
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $163,927
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Deaconess Health System, Inc. Retirement Plan reported net income fell from $19M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Deaconess Health System, Inc. Retirement Plan reported participants fell from 1,736 in the plan year 2023 filing to 1,598 in the plan year 2024 filing.
- Deaconess Health System, Inc. Retirement Plan end-of-year assets fell from $273M in the plan year 2023 filing to $262M in the plan year 2024 filing.
Participants vs Indiana filers
In Indiana, the average filing covers about 555 participants across 2,178 plans. Deaconess Health System, Inc. Retirement Plan reports 1,598 participants - 2.9x that state average ($262M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $273M |
|---|---|
| Net Assets (End of Year) | $262M |
| Net Income | -$11M |
| Employer EIN | 351532889 |
| Plan Effective Date | 1950-02-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Deaconess Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 10,949 | $833M |
| 2023 | 3 | 10,982 | $1.0B |
| 2024 | 3 | 11,908 | $1.1B |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Deaconess Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
- The Lilly Retirement Plan $11.8B · 19,897
- Cummins Pension Plan $3.2B · 30,640
- Indiana Laborers Pension Fund $1.8B · 11,039
- Elevance Health Cash Balance Plan a $1.2B · 7,552
- Nisource Pension Plan $1.0B · 2,133
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Deaconess Health System, Inc. Retirement Plan by total assets, not by location.
- The Retirement Income Plan for Employees of Ul LLC (IL) $262M · 739
- Jeld-Wen, Inc. Restated Pension Plan (NC) $262M · 862
- Emory Healthcare, Inc. Retirement Plan (GA) $261M · 3,235
- Presbyterian Healthcare Services Employees' Pension Plan II (NM) $261M · 713
Frequently Asked Questions
How did Deaconess Health System, Inc. Retirement Plan assets move in 2024? ▼
How have Deaconess Health System, Inc. plan assets changed over time? ▼
Where does Deaconess Health System, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Deaconess Health System, Inc. Retirement Plan? ▼
Next read for Deaconess Health System, Inc. Retirement…
Filing takeaways
Ways to act on Deaconess Health System, Inc. Retirement Plan's numbers.
- By total assets, Deaconess Health System, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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
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 351532889.
Read our methodology - how this data is sourced, computed, and verified.