Defined Benefit (Pension) · DOL Form 5500 · 2022

Mercy Health Corporation Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
417
Participants Below avg headcount
79th
Percentile by assets National rank
$52,828
Avg per participant Low balance/head
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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.

  • #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.

#16,435
in Healthcare & Social Assistance (20,060 peers)
-67.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Rockford Health System Basic Pension Plan's outsized position 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 $2,050,000,000 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 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockford Health System Basic Pension Plan sits mid-pack in the medium band (417 participants).

DOL schedule card

Filing strip 472158680 · Mercy Health Corporation PY 2022 · Defined Benefit (Pension)

Rockford Health System Basic Pension Plan · $22M · 417 · 79th

  • PART $22M
  • PART 417
  • PART 79th
  • PART Defined Benefit (Pension)
  • PART near Insulators Local No. 96 Pension Fund
  • PART ind #16435

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 Illinois →

Rockford Health System Basic Pension Plan in the asset neighbourhood

Icc Consolidated Pension Plan$22MRockford Health System Basic Pension PlanRockford Health System Basic…$22MInsulators Local No. 96 Pension FundInsulators Local No. 96 Pens…$22MRoss Mould, LLC Bargaining Employees' Defined Benefit PlanRoss Mould, LLC Bargaining E…$22MTropicana Casino and Resort Variable Annuity Pension PlanTropicana Casino and Resort …$22M
End-of-year total assets ($M) among Rockford Health System Basic Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Mercy Health Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$976M 11.035846392960298% vs 2022
2024 filing year
$850M$900M$950M$1,000M 202220232024 $879M $976M ▲ +11.0%
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 Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Rockford Health System Basic Pension Plan, Total assets ($B): 0.022029445 · Participants: 417Rockford Health System Basic Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Rockford Health System Basic Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Rockford Health System Basic Pension Plan side-by-side with 3 peers →

Rockford Health System Basic Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Insulators Local No. 96 Pension Fund in TN ($22M); by covered participants it is Service Federal Credit Union Retirement Pension Plan in NH (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rockford Health System Basic Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Service Federal Credit Union Retirement Pension Plan in NH (417 participants, $47M in assets).

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 472158680.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.