Defined Benefit (Pension) · DOL Form 5500 · 2022
Bon Secours Mercy Health, Inc. Pension Plan
Data updated 2026-08-25
- $366K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 15th
- Percentile by assets National rank
Official DOL plan name: Liberty Health System, Inc. Pension Plan · Sponsored by Bon Secours Mercy Health, Inc. · Ohio · Healthcare & Social Assistance
$366K in assets, N/A participants
Bon Secours Mercy Health, Inc.'s Liberty Health System, Inc. Pension Plan reported $366K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #2,292 in Healthcare & Social Assistance (20,060 peers)
Bon Secours Mercy Health, Inc. multi-year trail
Bon Secours Mercy Health, Inc.'s plans moved -79.1% in assets from 2022 to 2024; this filing shows Liberty Health System, Inc. Pension Plan at $366K / N/A participants.
- #2,292
- in Healthcare & Social Assistance (20,060 peers)
- -98.6%
- assets change YoY
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liberty Health System, Inc. Pension Plan among the smaller filed plans by assets
Liberty Health System, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$366,148 15th percentile higher than 15% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Plan-year Form 5500 strip
Filing strip 521301088 · Bon Secours Mercy Health, Inc. PY 2022 · Defined Benefit (Pension)
Liberty Health System, Inc. Pension Plan · $366K · N/A · 15th
- EBSA $366K
- EBSA N/A
- EBSA 15th
- EBSA Defined Benefit (Pension)
- EBSA near Miller Company Retirement Plan
- EBSA ind #2292
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 Ohio →
Liberty Health System, Inc. Pension Plan in the asset neighbourhood
Bon Secours Mercy Health, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bon Secours Mercy Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 79.08177502772496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 4,761 | $334M |
| 2023 | 4 | 5,430 | $359M |
| 2024 | 3 | 902 | $70M |
Bon Secours Mercy Health, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $308K |
| Net Income | -$25M |
| Employer EIN | 521301088 |
| Plan Effective Date | 1969-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Liberty Health System, Inc. Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is Miller Company Retirement Plan in CA at $365K (this filing: $366K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($366K here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.