401(k)
2022 plan-year 401(k) DOL Form 5500

Rockford Health System Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mercy Health Corporation ยท Illinois ยท Healthcare & Social Assistance

What the 2023 filing shows

Rockford Health System Retirement Plan holds $112M for 1,585 participants - about $70,570 per participant, down 25.9% over the 2022 plan year.

$112M
total plan assets (2022 EOY)
1,585
covered participants
$70,570
avg assets per participant
-25.9%
assets change YoY

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

Total Assets (2023)
$112M
Participants
1,585
State
Industry
Healthcare & Social Assistance

What the Filing Says About Rockford Health System Retirement Plan

Rockford Health System Retirement Plan is a 401(k) retirement plan sponsored by Mercy Health Corporation, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $112M in total end-of-year assets and covers 1,585 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 472158680, and the plan has been effective since 1994-04-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $151M at the beginning of 2022 to $112M at year-end โ€” a decline of 25.9%. Net assets (after liabilities) closed the year at $112M, with reported net income of $-39,044,425 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$151M
Total Assets (End of Year)$112M
Net Assets (End of Year)$112M
Net Income$-39,044,425
Plan Type401(k)
Employer EIN472158680
Plan Effective Date1994-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercy Health Corporation)

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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Rockford Health System Retirement Plan?
As of the 2022 Form 5500 filing, Rockford Health System Retirement Plan holds $112M in total assets with 1,585 participants. It is sponsored by Mercy Health Corporation.
What type of plan is Rockford Health System Retirement Plan?
Rockford Health System Retirement Plan is a 401(k) plan. It has been effective since 1994-04-28. The plan is filed with the U.S. Department of Labor under EIN 472158680.
Who sponsors the Rockford Health System Retirement Plan?
Rockford Health System Retirement Plan is sponsored by Mercy Health Corporation, located in Illinois. The sponsor's EIN is 472158680 and the plan operates in the Healthcare & Social Assistance industry.
How did Rockford Health System Retirement Plan perform in 2022?
Rockford Health System Retirement Plan declined by 25.9% during 2022, moving from $151M to $112M in total assets. Net income was $-39,044,425.
Where can I find official filings for Rockford Health System Retirement Plan?
Official Form 5500 filings for Rockford Health System Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 472158680 or plan name at efast.dol.gov.
How does Rockford Health System Retirement Plan compare to other plans?
You can compare Rockford Health System Retirement Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 472158680.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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