Deaconess Health System 401(k) and pension plans

Deaconess Health System, Inc., Evansville, IN. EIN 35-1532889. Annual reports 2009–2024. Also filed as Community United Methodist Hospital Inc; Community United Methodist Hospital, Inc.; Methodist Health, Inc.

Deaconess Health System, Inc. has 3 active retirement plans on file. The largest is the Deaconess Health System, Inc. 401(k) Plan, with 14,681 participants and $855 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 3
Participants: 19,222
Plan assets: $1.1 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Deaconess Health System, Inc. 401(k) Plan

401(k)Active

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

Plan number: 010Employer EIN 35-1532889
Participants (2024): 14,681
Net assets (2024): $855 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Deaconess Health System, Inc.
600 Mary Street
Evansville, IN 47747
(812) 450-5000As filed for 2024
In effect since: July 1, 1988

Plans merged into this one: Methodist Hospital Thrift Plan (2021); Deaconess Womens Hospital of Southern Indiana LLC 401(k) Plan (2023).

Earlier plan names: Deaconess Health Stystem, Inc. 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	14,681	$855 million	Fidelity
2023	13,899	$738 million	Fidelity
2022	11,479	$559 million	Fidelity
2021	10,721	$639 million	Fidelity
2020	10,030	$522 million	Fidelity
2019	8,229	$419 million	Fidelity
2018	7,713	$324 million	Fidelity
2017	7,147	$320 million	Fidelity
2016	6,906	$263 million	Fidelity
2015	6,677	$230 million	Fidelity
2014	6,192	$217 million	Fidelity
2013	6,180	$202 million	Fidelity
2012	6,396	$163 million	Fidelity
2011	6,079	$135 million	Fidelity
2010	5,751	$131 million	Fidelity
2009	6,098	$110 million	Fidelity

Deaconess Health System, Inc. Retirement Plan

Pension (defined benefit), frozenActive

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

Plan number: 333Employer EIN 35-1532889
Participants (2024): 3,835
Net assets (2024): $262 million
Plan administrator: Pension Committee Board of Directors
600 Mary Street
Evansville, IN 47747
(812) 450-5000As filed for 2024
In effect since: February 28, 1950

Plans merged into this one: Methodist Hospital Retirement Plan (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,835	$262 million	not listed
2023	3,957	$273 million	not listed
2022	4,039	$254 million	not listed
2021	3,233	$283 million	not listed
2020	3,260	$256 million	not listed
2019	3,311	$221 million	not listed
2018	4,087	$203 million	not listed
2017	4,136	$219 million	not listed
2016	4,395	$202 million	not listed
2015	4,744	$198 million	not listed
2014	5,438	$208 million	not listed
2013	5,523	$189 million	not listed
2012	5,635	$159 million	not listed
2011	5,917	$142 million	not listed
2010	5,897	$131 million	not listed
2009	5,305	$112 million	not listed

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan

403(b)Active

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

Plan number: 004Employer EIN 35-1532889
Participants (2024): 706
Net assets (2024): $18.9 million
Recordkeeper: Fidelity2010–2024
Plan administrator: Deaconess Health System, Inc.
600 Mary Street
Evansville, IN 47747
(812) 450-5000As filed for 2024
In effect since: July 1, 1988

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	706	$18.9 million	Fidelity
2023	685	$19.8 million	Fidelity
2022	797	$19.4 million	Fidelity
2021	996	$25.8 million	Fidelity
2020	415	$22.2 million	Fidelity
2019	342	$24.5 million	Fidelity
2018	558	$22.7 million	Fidelity
2017	597	$25.4 million	Fidelity
2016	647	$24.8 million	Fidelity
2015	625	$24.6 million	Fidelity
2014	730	$26.7 million	not listed
2013	460	$28.1 million	Fidelity
2012	552	$26.5 million	Fidelity
2011	561	$26.1 million	Fidelity
2010	599	$28.0 million	Fidelity
2009	634	$27.9 million	not listed

Methodist Hospital Retirement Plan

Pension (defined benefit), frozenMerged

Merged. In 2022 its assets moved to the Deaconess Health System, Inc. Retirement Plan, sponsored by Deaconess Health System, Inc. (EIN 35-1532889, plan 333). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 35-1532889
Participants (2021): 868
Net assets (2021): $33.6 million
Administered by: Fifth Third Bank2015–2021
Plan administrator: Pension Committee Board of Directors
600 Mary Street
Evansville, IN 47747
(812) 450-5000As filed for 2022
In effect since: July 1, 1970

Earlier sponsors: Community United Methodist Hospital Inc (2009–2016); Methodist Health, Inc. (2017–2019).

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	868	$33.6 million	Fifth Third Bank
2020	906	$38.7 million	Fifth Third Bank
2019	939	$25.4 million	Fifth Third Bank
2017	1,100	$34.9 million	Fifth Third Bank
2016	1,157	$35.2 million	Fifth Third Bank
2015	1,228	$38.0 million	Fifth Third Bank
2014	1,271	$40.1 million	not listed
2013	1,373	$50.8 million	not listed
2012	1,427	$47.8 million	not listed
2011	1,478	$44.3 million	not listed
2010	1,514	$43.8 million	not listed
2009	1,521	$35.6 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Deaconess Health System, Inc. 401(k) 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 ((812) 450-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that 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.

All 4 plans

Deaconess Health System, Inc. 401(k) Plan

Deaconess Health System, Inc. Retirement Plan

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan

Methodist Hospital Retirement Plan

If you had money in one of these plans

What these numbers are

Other health care employers in IN