Adena Health System pension plans

Adena Health System, Chillicothe, OH. EIN 31-4379443. Annual reports 2009–2024. Also filed as Adena Health System, Inc.; Adena Health System Adena Regional Medical Center; Adena Health System Defined Contribution Plan.

Adena Health System has 2 active retirement plans on file. The largest is the Adena Health System Tax Deferred Annuity/Matched Savings Plan, with 6,832 participants and $240 million in assets in 2024. Valic Retirement Services has been its recordkeeper since 2021.

Active plans: 2
Participants: 10,032
Plan assets: $347 million
401(k) recordkeeper: Valic Retirement Services
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Adena Health System Tax Deferred Annuity/Matched Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 31-4379443
Participants (2024): 6,832
Net assets (2024): $240 million
Recordkeeper: Valic Retirement ServicesEarlier: Variable Annuity Life Ins (2019–2020), Valic Retirement Services (2014–2018), Variable Annuity Life Ins (2010–2012), Variable Annuity Life Insurance (2009)
Plan administrator: Adena Health System
272 Hospital Road
Chillicothe, OH 45601
(740) 779-7545As filed for 2024
In effect since: January 1, 1998

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,832	$240 million	Valic Retirement Services
2023	6,556	$211 million	Valic Retirement Services
2022	6,877	$173 million	Valic Retirement Services
2021	5,937	$183 million	Valic Retirement Services
2020	5,854	$151 million	Variable Annuity Life Ins
2019	5,464	$128 million	Variable Annuity Life Ins
2018	5,036	$102 million	Valic Retirement Services
2017	4,620	$99.3 million	Valic Retirement Services
2016	4,286	$84.7 million	Valic Retirement Services
2015	4,114	$76.1 million	Valic Retirement Services
2014	4,150	$73.7 million	Valic Retirement Services
2012	3,614	$52.5 million	Variable Annuity Life Ins
2010	3,088	$40.6 million	Variable Annuity Life Ins
2009	2,822	$33.3 million	Variable Annuity Life Insurance

The Adena Health System Defined Contribution Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 31-4379443
Participants (2024): 3,200
Net assets (2024): $107 million
Recordkeeper: Valic Retirement ServicesEarlier: Variable Annuity Life Ins. (2009)
Plan administrator: Adena Health System
272 Hospital Road
Chillicothe, OH 45601
(740) 779-4829As filed for 2024
In effect since: January 1, 1998

Earlier sponsors: Adena Health System Adena Regional Medical Center (2010); Adena Health System Defined Contribution Plan (2012–2019).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,200	$107 million	Valic Retirement Services
2023	3,643	$105 million	Valic Retirement Services
2022	4,634	$100 million	Valic Retirement Services
2021	5,183	$124 million	Valic Retirement Services
2020	5,708	$115 million	Valic Retirement Services
2019	5,573	$107 million	Valic Retirement Services
2018	5,254	$85.1 million	Valic Retirement Services
2017	4,953	$85.2 million	Valic Retirement Services
2016	4,612	$71.7 million	Valic Retirement Services
2015	4,365	$62.7 million	Valic Retirement Services
2014	3,866	$59.4 million	Valic Retirement Services
2012	3,778	$41.0 million	Valic Retirement Services
2010	3,270	$30.6 million	Valic Retirement Services
2009	2,721	$24.2 million	Variable Annuity Life Ins.

Adena Health System Retirement Plan

Cash balance pension, frozenStopped filing

No annual report since the 2019 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 001Employer EIN 31-4379443
Participants (2017): 1,387
Net assets (2017): $47.8 million
Last listed administrator: State Street2010–2015
Plan administrator: Adena Health System
272 Hospital Road
Chillicothe, OH 45601
(740) 779-7734As filed for 2019
In effect since: July 1, 1969

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$594,565	not listed
2018	0	$84,646	not listed
2017	1,387	$47.8 million	not listed
2016	1,481	$50.3 million	not listed
2015	1,524	$48.2 million	State Street
2014	1,594	$53.1 million	State Street
2013	1,676	$52.0 million	State Street
2012	1,746	$50.7 million	State Street
2011	1,820	$48.5 million	State Street
2010	1,861	$46.0 million	State Street
2009	1,892	$42.6 million	not listed

If you had money in one of these plans

Call Valic Retirement Services, which runs the Adena Health System Tax Deferred Annuity/Matched Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((740) 779-7545). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.