FHN MATCHING TAX DEFERRED ANNUITY PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
FREEPORT HEALTH NETWORK
This IRA-Based plan holds $124M in total assets and serves 1,024 participants as of 2022. It is sponsored by FREEPORT HEALTH NETWORK in Illinois. The plan reported a net loss of $26M for the year.
What the Filing Says About FHN MATCHING TAX DEFERRED ANNUITY PLAN
FHN MATCHING TAX DEFERRED ANNUITY PLAN is a IRA-Based retirement plan sponsored by FREEPORT HEALTH NETWORK, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $124M in total end-of-year assets and covers 1,024 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 363290904, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $150M at the beginning of 2022 to $124M at year-end — a decline of 17.6%. Net assets (after liabilities) closed the year at $124M, with reported net income of $-26,325,217 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $150M |
| Total Assets (End of Year) | $124M |
| Net Assets (End of Year) | $124M |
| Net Income | $-26,325,217 |
| Plan Type | IRA-Based |
| Employer EIN | 363290904 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (FREEPORT HEALTH NETWORK)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,024 | $124M |
| 2023 | 1 | 1,021 | $143M |
| 2024 | 1 | 1,038 | $158M |
Nearby IRA-Based Plans in Illinois
Peer IRA-Based plans — same state, same plan type — ranked by total assets.
- FHN MATCHING TAX DEFERRED ANNUITY PLAN $143M · 1,021
- IIT RESEARCH INSTITUTE EMPLOYEES' TAX SHELTERED ANNUITY PLAN $106M · 123
- THE THESHOLDS AND AFFILIATES TAX SHELTERED ANNUITY AND SAVINGS PLAN $40M · 1,031
- MUSCULAR DYSTROPHY ASSOCIATION, INC. SAVINGS PLAN $20M · 210
- UNIFIED TELECOM INC 401K TRUST N/A · 2
Related Data
Guides
Frequently Asked Questions
How much money is in the FHN MATCHING TAX DEFERRED ANNUITY PLAN? ▼
What type of plan is FHN MATCHING TAX DEFERRED ANNUITY PLAN? ▼
Who sponsors the FHN MATCHING TAX DEFERRED ANNUITY PLAN? ▼
How did FHN MATCHING TAX DEFERRED ANNUITY PLAN perform in 2022? ▼
Where can I find official filings for FHN MATCHING TAX DEFERRED ANNUITY PLAN? ▼
How does FHN MATCHING TAX DEFERRED ANNUITY PLAN compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 363290904.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.