401(k) · DOL Form 5500 · 2022

Mercy Health Corporation 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
1,585
Participants Near avg headcount
93rd
Percentile by assets National rank
$70,570
Avg per participant Below avg balance/head
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Official DOL plan name: Rockford Health System Retirement Plan · Sponsored by Mercy Health Corporation · Illinois · Healthcare & Social Assistance

$112M in assets, 1,585 participants

Mercy Health Corporation's Rockford Health System Retirement Plan reported $112M in total assets and 1,585 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,911 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

Rockford Health System Retirement Plan covers 1,585 participants in Illinois, 2.0x the typical Illinois plan (state average ~779 per filing). Assets: $112M.

#18,911
in Healthcare & Social Assistance (20,060 peers)
-25.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rockford Health System Retirement Plan's outsized position by total assets

Rockford Health System Retirement Plan vs every filed plan by assets

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

$111,853,966 Top 7% higher than 93% 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 Retirement Plan'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. Rockford Health System Retirement Plan lands in the large band (1,585 participants).

DOL schedule card

Filing strip 472158680 · Mercy Health Corporation PY 2022 · 401(k)

Rockford Health System Retirement Plan · $112M · 1,585 · 93rd

  • PART $112M
  • TYPE 1,585
  • NET 93rd
  • BOOK 401(k)
  • VS-ST near St Engineering Idirect 401(k) Plan
  • BOY ind #18911

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 Retirement Plan in the asset neighbourhood

Edco Deferred Compensation PlanEdco Deferred Compensation P…$112MCredit Union National Association, Inc. 401(k) PlanCredit Union National Associ…$112MRockford Health System Retirement PlanRockford Health System Retir…$112MSt Engineering Idirect 401(k) PlanSt Engineering Idirect 401(k…$112MRehrig Pacific Company Retirement PlanRehrig Pacific Company Retir…$112M
End-of-year total assets ($M) among Rockford Health System Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$112M
Net Income-$39M
Employer EIN472158680
Plan Effective Date1994-04-28
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 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rockford Health System Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Rockford Health System Retirement Plan, Total assets ($B): 0.111853966 · Participants: 1585Rockford Health System Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Rockford Health System Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Rockford Health System Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is St Engineering Idirect 401(k) Plan in VA ($112M); by covered participants it is Ram Tool & Supply Company, Inc. 401(k) Profit Sharing Plan in AL (1,585 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,585 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 Retirement Plan assets move in 2022?
Rockford Health System Retirement Plan declined sharply - down 25.9% during 2022, from $151M to $112M. Reported net income was -$39M.
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 Retirement Plan rank by assets among Form 5500 filers?
Rockford Health System Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rockford Health System Retirement Plan?
Among 401(k) plans in other states, the closest by assets is St Engineering Idirect 401(k) Plan in VA ($112M, 485 participants).
Which 401(k) plans cover a similar participant headcount to Rockford Health System Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Ram Tool & Supply Company, Inc. 401(k) Profit Sharing Plan in AL (1,585 participants, N/A in assets).