Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Deaconess Health System, Inc. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Deaconess Health System, Inc. · Indiana · Healthcare & Social Assistance

What the 2023 filing shows

Deaconess Health System, Inc. Retirement Plan holds $262M for 1,598 participants — about $163,927 per participant, down 4.1% over the 2024 plan year.

$262M
total plan assets (2024 EOY)
1,598
covered participants
$163,927
avg assets per participant
-4.1%
assets change YoY

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.

Total Assets (2023)
$262M
Participants
1,598
State
Industry
Healthcare & Social Assistance

What the Filing Says About Deaconess Health System, Inc. Retirement Plan

Deaconess Health System, Inc. Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Deaconess Health System, Inc., headquartered in Indiana. As of the 2024 Form 5500 filing, the plan reports $262M in total end-of-year assets and covers 1,598 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 351532889, and the plan has been effective since 1950-02-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $273M at the beginning of 2024 to $262M at year-end — a decline of 4.1%. Net assets (after liabilities) closed the year at $262M, with reported net income of $-11,365,490 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$273M
Total Assets (End of Year)$262M
Net Assets (End of Year)$262M
Net Income$-11,365,490
Plan TypeDefined Benefit (Pension)
Employer EIN351532889
Plan Effective Date1950-02-28
Filing StatusFILING 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

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Frequently Asked Questions

How much money is in the Deaconess Health System, Inc. Retirement Plan?
As of the 2024 Form 5500 filing, Deaconess Health System, Inc. Retirement Plan holds $262M in total assets with 1,598 participants. It is sponsored by Deaconess Health System, Inc..
What type of plan is Deaconess Health System, Inc. Retirement Plan?
Deaconess Health System, Inc. Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1950-02-28. The plan is filed with the U.S. Department of Labor under EIN 351532889.
Who sponsors the Deaconess Health System, Inc. Retirement Plan?
Deaconess Health System, Inc. Retirement Plan is sponsored by Deaconess Health System, Inc., located in Indiana. The sponsor's EIN is 351532889 and the plan operates in the Healthcare & Social Assistance industry.
How did Deaconess Health System, Inc. Retirement Plan perform in 2024?
Deaconess Health System, Inc. Retirement Plan declined by 4.1% during 2024, moving from $273M to $262M in total assets. Net income was $-11,365,490.
Where can I find official filings for Deaconess Health System, Inc. Retirement Plan?
Official Form 5500 filings for Deaconess Health System, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351532889 or plan name at efast.dol.gov.
How does Deaconess Health System, Inc. Retirement Plan compare to other plans?
You can compare Deaconess Health System, Inc. Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.