401(k) · DOL Form 5500 · 2022
Advocate Aurora Health, Inc 401(k) Plan
Data updated 2026-08-25
- $7.5B
- Total assets Very large vs avg
- 73,838
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $101,673
- Avg per participant Below avg balance/head
Official DOL plan name: Advocate Aurora Health 401(k) Plan · Sponsored by Advocate Aurora Health, Inc · Illinois · Healthcare & Social Assistance
$7.5B in assets, 73,838 participants
Advocate Aurora Health, Inc's Advocate Aurora Health 401(k) Plan reported $7.5B in total assets and 73,838 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,050 in Healthcare & Social Assistance (20,060 peers)
Coverage in Illinois
Advocate Aurora Health 401(k) Plan covers 73,838 participants in Illinois, 95x the typical Illinois plan (state average ~779 per filing). Assets: $7.5B.
- #20,050
- in Healthcare & Social Assistance (20,060 peers)
- -11.9%
- assets change YoY
- 75×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.0B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Advocate Aurora Health 401(k) Plan's outsized position by total assets
Advocate Aurora Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,507,360,872 Highest reported value at or above every one 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
Advocate Aurora Health 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advocate Aurora Health 401(k) Plan is a mega filing (73,838 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 824184596 · Advocate Aurora Health, Inc PY 2022 · 401(k)
Advocate Aurora Health 401(k) Plan · $7.5B · 73,838 · 100th
- PCT $7.5B
- EIN 73,838
- RANK 100th
- PHOTO 401(k)
- IND near The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States
- EOY ind #20050
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 →
Advocate Aurora Health 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $8.5B |
|---|---|
| Net Assets (End of Year) | $7.5B |
| Net Income | -$1.0B |
| Employer EIN | 824184596 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advocate Aurora Health, Inc)
Sponsor-wide plan assets over time
All Advocate Aurora Health, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.5B 34.89481104498924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 87,006 | $8.5B |
| 2023 | 2 | 88,911 | $10.2B |
| 2024 | 2 | 90,951 | $11.5B |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Scale composition for Advocate Aurora Health 401(k) Plan
Advocate Aurora Health 401(k) Plan reports $7.5B in end-of-year assets across 73,838 participants (0.061% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.079% of 93,925,755 covered participants) - about $101,673 per participant (74% of the national average assets-per-participant) . Net income for plan year 2022 was -$1.0B.
This plan identity (EIN 824184596, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $7.5B to $10.5B (+39.7%) while covered participants moved from 73,838 to 80,015 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 73,838 | $7.5B | This page |
| 2023 | 76,956 | $9.1B | Open filing |
| 2024 · index core | 80,015 | $10.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Advocate Aurora Health 401(k) Plan (401(k), $10.5B, 80,015 participants)
- Advocate Aurora Health Pension Plan (Defined Benefit (Pension), $966M, 10,936 participants)
Advocate Aurora Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States in MI ($7.5B); by covered participants it is Source 4 Solutions LLC 401(k) Profit Sharing Plan & Trust in TN (73,457 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.5B here).
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States (MI) $7.5B · 40,458
- Ubs 401(k) Plan Trust (NJ) $7.4B · 21,046
- Hewlett Packard Enterprise 401(k)Plan (TX) $7.4B · 15,255
- Southwest Airlines Pilots Retirement Savings Plan (TX) $7.6B · 9,186
Similar participant headcount
Nearest other-state filings by covered participants (73,838 participants); asset peers above are excluded.
- Source 4 Solutions LLC 401(k) Profit Sharing Plan & Trust (TN) 73,457 · 381 off
- Deloitte 401(k) Plan (NY) 74,687 · 849 off
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust (MD) 74,729 · 891 off
- Delta 401(k) Retirement Plan (GA) 72,820 · 1,018 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.