401(k) · DOL Form 5500 · 2022
Bon Secours Mercy Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $267M
- Total assets Near avg plan size
- 3,444
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $77,650
- Avg per participant Below avg balance/head
Official DOL plan name: Bon Secours Mercy Health Retirement Savings Plan 401 · Sponsored by Bon Secours Mercy Health, Inc. · Ohio · Healthcare & Social Assistance
$267M in assets, 3,444 participants
Bon Secours Mercy Health, Inc.'s Bon Secours Mercy Health Retirement Savings Plan 401 reported $267M in total assets and 3,444 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,440 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Bon Secours Mercy Health Retirement Savings Plan 401 covers 3,444 participants in Ohio, 4.5x the typical Ohio plan (state average ~765 per filing). Assets: $267M.
- #19,440
- in Healthcare & Social Assistance (20,060 peers)
- +11.1%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bon Secours Mercy Health Retirement Savings Plan 401's outsized position by total assets
Bon Secours Mercy Health Retirement Savings Plan 401 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$267,426,998 Top 3% higher than 97% 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
Bon Secours Mercy Health Retirement Savings Plan 401's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bon Secours Mercy Health Retirement Savings Plan 401 lands in the large band (3,444 participants).
Published 5500 schedule card
Filing strip 521301088 · Bon Secours Mercy Health, Inc. PY 2022 · 401(k)
Bon Secours Mercy Health Retirement Savings Plan 401 · $267M · 3,444 · 97th
- PCT $267M
- EIN 3,444
- RANK 97th
- PHOTO 401(k)
- IND near Chickasaw Nation Governmental Enterprises 401(k) Plan
- EOY ind #19440
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 →
Bon Secours Mercy Health Retirement Savings Plan 401 in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $241M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | -$47M |
| Employer EIN | 521301088 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bon Secours Mercy Health, Inc.)
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 |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Bon Secours Mercy Health Retirement Savings Plan 401's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Chickasaw Nation Governmental Enterprises 401(k) Plan in OK ($267M); by covered participants it is Newmark 401(k) Plan in NY (3,444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($267M here).
- Chickasaw Nation Governmental Enterprises 401(k) Plan (OK) $267M · 7,537
- Dinsdale Financial Institutions 401(k) Profit Sharing Plan (NE) $267M · 2,188
- Infinera 401(k) Plan (CA) $267M · 1,183
- Eg America Employee Savings Plan (MA) $267M · 14,467
Similar participant headcount
Nearest other-state filings by covered participants (3,444 participants); asset peers above are excluded.
- Newmark 401(k) Plan (NY) 3,444 · 0 off
- Wec Energy Group Employee Retirement Savings Plan (WI) 3,444 · 0 off
- Texas Iron Workers' Defined Contribution Retirement Plan (TX) 3,442 · 2 off
- Indeed Recruiting Solutions 401(k) Profit-Sharing Plan Trust (TX) 3,439 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.