Defined Benefit (Pension) · DOL Form 5500 · 2022
Advocate Aurora Health, Inc. Pension Plan
Data updated 2026-08-25
- $983M
- Total assets Above avg plan size
- 13,168
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $74,688
- Avg per participant Below avg balance/head
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.
- #19,882 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
Advocate Aurora Health Pension Plan covers 13,168 participants in Illinois, 17x the typical Illinois plan (state average ~779 per filing). Assets: $983M.
- #19,882
- in Healthcare & Social Assistance (20,060 peers)
- -30.9%
- assets change YoY
- 9.9×
- vs typical plan assets (national mean)
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.
Advocate Aurora Health Pension Plan's outsized position by total assets
Advocate Aurora Health Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$983,488,000 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Advocate Aurora Health Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advocate Aurora Health Pension Plan is a mega filing (13,168 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 824184596 · Advocate Aurora Health, Inc. PY 2022 · Defined Benefit (Pension)
Advocate Aurora Health Pension Plan · $983M · 13,168 · 99th
- EIN $983M
- EIN 13,168
- EIN 99th
- EIN Defined Benefit (Pension)
- EIN near Campbell Soup Company Retirement & Pension Plan
- EIN ind #19882
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 Illinois →
Advocate Aurora Health Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $982M |
| Net Income | -$423M |
| Employer EIN | 824184596 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advocate Aurora Health, Inc.)
Sponsor-wide plan assets over time
All Advocate Aurora Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.5B 34.89481104498924% vs 2022
- 2024 filing year
| 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.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
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 $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $74,688 per participant (54% 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:
- Advocate Aurora Health 401(k) Plan (401(k), $10.5B, 80,015 participants)
- Advocate Aurora Health Pension Plan (Defined Benefit (Pension), $966M, 10,936 participants)
Advocate Aurora Health Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Campbell Soup Company Retirement & Pension Plan in NJ ($984M); by covered participants it is Nextera Energy, Inc. Employee Pension Plan in FL (13,210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($983M here).
- Campbell Soup Company Retirement & Pension Plan (NJ) $984M · 2,170
- Oregon Retail Employees Pension Plan (OR) $983M · 23,156
- Salaried Employee Pension Plan for Kapl Employees and Retirees (PA) $985M · 1,004
- 1199seiu Greater New York Pension Fund (NY) $985M · 15,937
Similar participant headcount
Nearest other-state filings by covered participants (13,168 participants); asset peers above are excluded.
- Nextera Energy, Inc. Employee Pension Plan (FL) 13,210 · 42 off
- Verizon Management Pension Plan (NJ) 12,977 · 191 off
- Shell Pension Plan (TX) 12,912 · 256 off
- Raytheon Company Pension Plan for Salaried Employees (CT) 13,495 · 327 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.