Other · DOL Form 5500 · 2022
Mercy Health Corporation Retirement Plan
Data updated 2026-08-25
- $707M
- Total assets Above avg plan size
- 6,181
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $114,392
- Avg per participant Below avg balance/head
Official DOL plan name: Mercy Health Corporation Employees Retirement Plan · Sponsored by Mercy Health Corporation · Illinois · Healthcare & Social Assistance
$707M in assets, 6,181 participants
Mercy Health Corporation's Mercy Health Corporation Employees Retirement Plan reported $707M in total assets and 6,181 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,797 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
Mercy Health Corporation Employees Retirement Plan covers 6,181 participants in Illinois, 7.9x the typical Illinois plan (state average ~779 per filing). Assets: $707M.
- #19,797
- in Healthcare & Social Assistance (20,060 peers)
- -15.9%
- assets change YoY
- 7.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $134M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mercy Health Corporation Employees Retirement Plan's outsized position by total assets
Mercy Health Corporation Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$707,059,663 Top 2% higher than 98% 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 Corporation Employees 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. Mercy Health Corporation Employees Retirement Plan lands in the large band (6,181 participants).
Published 5500 schedule card
Filing strip 472158680 · Mercy Health Corporation PY 2022 · Other
Mercy Health Corporation Employees Retirement Plan · $707M · 6,181 · 98th
- BOY $707M
- BOY 6,181
- BOY 98th
- BOY Other
- BOY near Cox Savings Incentive Plan
- BOY ind #19797
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 →
Mercy Health Corporation Employees Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $841M |
|---|---|
| Net Assets (End of Year) | $707M |
| Net Income | -$134M |
| Employer EIN | 472158680 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 9,477 | $879M |
| 2023 | 5 | 10,071 | $882M |
| 2024 | 2 | 7,845 | $976M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Scale composition for Mercy Health Corporation Employees Retirement Plan
Mercy Health Corporation Employees Retirement Plan reports $707M in end-of-year assets across 6,181 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $114,392 per participant (83% of the national average assets-per-participant) . Net income for plan year 2022 was -$134M.
This plan identity (EIN 472158680, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $707M to $828M (+17.1%) while covered participants moved from 6,181 to 6,868 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,181 | $707M | This page |
| 2023 | 7,387 | $737M | Open filing |
| 2024 · index core | 6,868 | $828M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Mercy Health Corporation Employees Retirement Plan (Other, $828M, 6,868 participants)
- Rockford Health System Retirement Plan (401(k), $148M, 977 participants)
Mercy Health Corporation Employees Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Cox Savings Incentive Plan in MO ($708M); by covered participants it is Carnegie Mellon University Faculty and Staff Retirement Plan in PA (6,166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($707M here).
- Cox Savings Incentive Plan (MO) $708M · 11,821
- University of the Pacific Defined Contribution Plan (CA) $717M · 1,966
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $719M · 1,346
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $720M · 2,177
Similar participant headcount
Nearest other-state filings by covered participants (6,181 participants); asset peers above are excluded.
- Carnegie Mellon University Faculty and Staff Retirement Plan (PA) 6,166 · 15 off
- Lakeland Regional Medical Center 403(b) Plan (FL) 6,204 · 23 off
- New York University Supplemental Tax Deferred Annuity Plan (NY) 6,209 · 28 off
- United Health Services, Inc. 403(b) Retirement Plan (NY) 6,214 · 33 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.