Defined Benefit (Pension) · DOL Form 5500 · 2024
Deaconess Health System, Inc. Pension Plan
Data updated 2026-08-25
- $262M
- Total assets Near avg plan size
- 1,598
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $163,927
- Avg per participant Above avg balance/head
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.
- #16,186 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Deaconess Health System, Inc. Retirement Plan covers 1,598 participants in Indiana, 3.0x the typical Indiana plan (state average ~541 per filing). Assets: $262M.
- #16,186
- in Healthcare & Social Assistance (16,916 peers)
- -4.1%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
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.
Deaconess Health System, Inc. Retirement Plan's outsized position by total assets
Deaconess Health System, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$261,955,239 Top 5% higher than 95% 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. 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. Deaconess Health System, Inc. Retirement Plan lands in the large band (1,598 participants).
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.
Published 5500 schedule card
Filing strip 351532889 · Deaconess Health System, Inc. PY 2024 · Defined Benefit (Pension)
Deaconess Health System, Inc. Retirement Plan · $262M · 1,598 · 95th
- RANK $262M
- PHOTO 1,598
- IND 95th
- EOY Defined Benefit (Pension)
- 5500 near The Retirement Income Plan for Employees of Ul LLC
- ASSETS ind #16186
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. Retirement Plan in the asset neighbourhood
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.)
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 |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Deaconess Health System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is The Retirement Income Plan for Employees of Ul LLC in IL ($262M); by covered participants it is Detroit Medical Center Consolidated Pension Plan in MI (1,599 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($262M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,598 participants); asset peers above are excluded.
- Detroit Medical Center Consolidated Pension Plan (MI) 1,599 · 1 off
- Molson Coors Pension Plan (WI) 1,596 · 2 off
- Andersen Corporation Employees' Pension and Retirement Plan (MN) 1,594 · 4 off
- Schneider Electric Pension Plan (IL) 1,602 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.