Defined Benefit (Pension) · DOL Form 5500 · 2022

Advocate Aurora Health, Inc. Pension Plan

Data updated 2026-08-06

$983M
Total assets
13,168
Participants
99th
Percentile by assets
$74,688
Avg per participant
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Official DOL plan name: Advocate Aurora Health Pension Plan · Sponsored by Advocate Aurora Health, Inc. · Illinois · Healthcare & Social Assistance

$983M in assets, 13,168 participants

Advocate Aurora Health, Inc.'s Advocate Aurora Health Pension Plan reported $983M in total assets and 13,168 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,258 plans)
  • #19,909 in Healthcare & Social Assistance (20,087 peers)

Coverage in Illinois

Advocate Aurora Health Pension Plan covers 13,168 participants in Illinois, 17x the typical Illinois plan (state average ~768 per filing). Assets: $983M.

$983M
total plan assets (2022 EOY)
13,168
covered participants
99th
percentile by assets (of 139,258 plans)
$74,688
avg assets per participant

The plan reported a net loss of $423M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. Advocate Aurora Health Pension Plan reports 13,168 participants - 17x that state average ($983M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$982M
Net Income-$423M
Employer EIN824184596
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advocate Aurora Health, Inc.)

$8B$9B$10B$11B$12B 202220232024 $8.49B $11.5B ▲ +34.9%
Total plan assets by year, all Advocate Aurora Health, Inc. plans on file
Year Plans Participants Total Assets
2022 2 87,006 $8.5B
2023 2 88,911 $10.2B
2024 2 90,951 $11.5B

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Advocate Aurora Health Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Advocate Aurora Health Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Advocate Aurora Heal…Central States, Sout…State Farm Insurance…United Food & Commer…John Deere Pension P…Abbott Laboratories …
Advocate Aurora Health Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Scale composition for Advocate Aurora Health Pension Plan

Advocate Aurora Health Pension Plan reports $983M in end-of-year assets across 13,168 participants (0.008% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.015% of 89,805,449 covered participants) - about $74,688 per participant (55% of the national average assets-per-participant) . Net income for plan year 2022 was -$423M.

This plan identity (EIN 824184596, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $983M to $966M (-1.8%) while covered participants moved from 13,168 to 10,936 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,168 $983M This page
2023 11,955 $1.0B Open filing
2024 · index core 10,936 $966M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Advocate Aurora Health Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Advocate Aurora Health Pension Plan assets move in 2022?
Advocate Aurora Health Pension Plan contracted severely - down 30.9% during 2022, from $1.4B to $983M. Reported net income was -$423M.
How have Advocate Aurora Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Advocate Aurora Health, Inc.'s sponsor-wide assets grew 34.9%, from $8.5B to $11.5B.
Where does Advocate Aurora Health Pension Plan rank by assets among Form 5500 filers?
Advocate Aurora Health Pension Plan ranks in the 99th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Advocate Aurora Health Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Campbell Soup Company Retirement & Pension Plan in NJ ($984M, 2,170 participants).

Filing takeaways

Ways to act on Advocate Aurora Health Pension Plan's numbers.