Profit Sharing · DOL Form 5500 · 2022
Bon Secours Mercy Health, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 1,317
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $49,157
- Avg per participant Low balance/head
Official DOL plan name: Mercy Health Retirement Savings Plan 403b · Sponsored by Bon Secours Mercy Health, Inc. · Ohio · Healthcare & Social Assistance
$65M in assets, 1,317 participants
Bon Secours Mercy Health, Inc.'s Mercy Health Retirement Savings Plan 403b reported $65M in total assets and 1,317 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #18,347 in Healthcare & Social Assistance (20,060 peers)
Where Mercy Health Retirement Savings Plan 403b sits by assets
Mercy Health Retirement Savings Plan 403b sits in the top 10% of all filed plans by assets, $65M for 1,317 participants (~$49,157/participant), down 23.1% in 2022.
- #18,347
- in Healthcare & Social Assistance (20,060 peers)
- -23.1%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mercy Health Retirement Savings Plan 403b's outsized position by total assets
Mercy Health Retirement Savings Plan 403b vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$64,740,190 Top 10% higher than 90% 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
Mercy Health Retirement Savings Plan 403b'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. Mercy Health Retirement Savings Plan 403b lands in the large band (1,317 participants).
Published 5500 schedule card
Filing strip 521301088 · Bon Secours Mercy Health, Inc. PY 2022 · Profit Sharing
Mercy Health Retirement Savings Plan 403b · $65M · 1,317 · 90th
- TYPE $65M
- NET 1,317
- BOOK 90th
- VS-ST Profit Sharing
- BOY near Jrack Holdings, Inc. Profit Sharing Plan
- SCH ind #18347
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 →
Mercy Health Retirement Savings Plan 403b in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | -$19M |
| Employer EIN | 521301088 |
| Plan Effective Date | 2002-01-01 |
| 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 Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Mercy Health Retirement Savings Plan 403b's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Jrack Holdings, Inc. Profit Sharing Plan in IL ($65M); by covered participants it is California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension Plan in CA (1,317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Jrack Holdings, Inc. Profit Sharing Plan (IL) $65M · 247
- Medical Services Group - Department of Medicine Profit Sharing Plan (NY) $65M · 150
- I.B.E.W. Local 910 Annuity Fund (NY) $64M · 338
- New Orleans Electrical Annuity Plan (TN) $66M · 1,451
Similar participant headcount
Nearest other-state filings by covered participants (1,317 participants); asset peers above are excluded.
- California Thoroughbred Trainers Backstretch Employees' Retirement Savings Pension Plan (CA) 1,317 · 0 off
- Acld, Inc. 401(k) Retirement Plan (NY) 1,316 · 1 off
- 403(b) Thrift Plan for Eihab Human Services, Inc. (NY) 1,316 · 1 off
- Wayne Unc 401(a) Plan (NC) 1,319 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.