Defined Benefit (Pension) · DOL Form 5500 · 2022

Mercy Health Corporation Pension Plan

Data updated 2026-08-11

$22M
Total assets
417
Participants
79th
Percentile by assets
$52,828
Avg per participant
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Official DOL plan name: Rockford Health System Basic Pension Plan · Sponsored by Mercy Health Corporation · Illinois · Healthcare & Social Assistance

$22M in assets, 417 participants

Mercy Health Corporation's Rockford Health System Basic Pension Plan reported $22M in total assets and 417 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 139,126 plans)
  • #16,435 in Healthcare & Social Assistance (20,060 peers)

Where Rockford Health System Basic Pension Plan sits by assets

Rockford Health System Basic Pension Plan sits in the top quartile of all filed plans by assets, $22M for 417 participants (~$52,828/participant), down 67.7% in 2022.

$22M
total plan assets (2022 EOY)
417
covered participants
79th
percentile by assets (of 139,126 plans)
$52,828
avg assets per participant

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Rockford Health System Basic Pension Plan sits by total assets

Rockford Health System Basic Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$22,029,445 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Rockford Health System Basic Pension Plan vs the 2022 asset distribution

By assets, Rockford Health System Basic Pension Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$22M
Net Income-$46M
Employer EIN472158680
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercy Health Corporation)

$850M$900M$950M$1,000M 202220232024 $879M $976M ▲ +11.0%
Total plan assets by year, all Mercy Health Corporation plans on file
Year Plans Participants Total Assets
2022 5 9,477 $879M
2023 5 10,071 $882M
2024 2 7,845 $976M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rockford Health System Basic Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Rockford Health System Basic Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Rockford Health Syst…Central States, Sout…State Farm Insurance…United Food & Commer…John Deere Pension P…Abbott Laboratories …
Rockford Health System Basic Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Rockford Health System Basic Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Rockford Health System Basic Pension Plan assets move in 2022?
Rockford Health System Basic Pension Plan contracted severely - down 67.7% during 2022, from $68M to $22M. Reported net income was -$46M.
How have Mercy Health Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Mercy Health Corporation's sponsor-wide assets grew 11.0%, from $879M to $976M.
Where does Rockford Health System Basic Pension Plan rank by assets among Form 5500 filers?
Rockford Health System Basic Pension Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rockford Health System Basic Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Insulators Local No. 96 Pension Fund in TN ($22M, 247 participants).

Next read for Rockford Health System Basic Pension Pla…

Scale reading

Ways to act on Rockford Health System Basic Pension Plan's numbers.