401(k) · DOL Form 5500 · 2023

Bon Secours Mercy Health, Inc. 401(k) Plan

Data updated 2026-08-25

$288M
Total assets Near avg plan size
4,288
Participants Above avg headcount
96th
Percentile by assets National rank
$67,239
Avg per participant Below avg balance/head
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Official DOL plan name: Bon Secours Mercy Health Retirement Savings Plan 401 · Sponsored by Bon Secours Mercy Health, Inc. · Ohio · Healthcare & Social Assistance

$288M in assets, 4,288 participants

Bon Secours Mercy Health, Inc.'s Bon Secours Mercy Health Retirement Savings Plan 401 reported $288M in total assets and 4,288 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,050 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Bon Secours Mercy Health Retirement Savings Plan 401 covers 4,288 participants in Ohio, 5.6x the typical Ohio plan (state average ~765 per filing). Assets: $288M.

#17,050
in Healthcare & Social Assistance (17,684 peers)
+7.8%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Bon Secours Mercy Health Retirement Savings Plan 401's outsized position by total assets

Bon Secours Mercy Health Retirement Savings Plan 401 vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$288,318,711 Top 4% higher than 96% of 127,068 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 2023

Bon Secours Mercy Health Retirement Savings Plan 401's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bon Secours Mercy Health Retirement Savings Plan 401 lands in the large band (4,288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bon Secours Mercy Health Retirement Savings Plan 401 reported net income rose from -$47M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Bon Secours Mercy Health Retirement Savings Plan 401 reported participants rose from 3,444 in the plan year 2022 filing to 4,288 in the plan year 2023 filing.
  • Bon Secours Mercy Health Retirement Savings Plan 401 end-of-year assets rose from $267M in the plan year 2022 filing to $288M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521301088 · Bon Secours Mercy Health, Inc. PY 2023 · 401(k)

Bon Secours Mercy Health Retirement Savings Plan 401 · $288M · 4,288 · 96th

  • BOOK $288M
  • BOOK 4,288
  • BOOK 96th
  • BOOK 401(k)
  • BOOK near Americold Logistics Employee Savings and Investment Plan
  • BOOK ind #17050

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 Ohio →

Bon Secours Mercy Health Retirement Savings Plan 401 in the asset neighbourhood

J.Crew Group, LLC. 401(k) Savings PlanJ.Crew Group, LLC. 401(k) Sa…$289MCornerstone Research 401(k) and Profit Sharing PlanCornerstone Research 401(k) …$288MAquent LLC 401(k) Plan$288MAmericold Logistics Employee Savings and Investment PlanAmericold Logistics Employee…$288MBon Secours Mercy Health Retirement Savings Plan 401Bon Secours Mercy Health Ret…$288M
End-of-year total assets ($M) among Bon Secours Mercy Health Retirement Savings Plan 401 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$267M
Net Assets (End of Year)$288M
Net Income$21M
Employer EIN521301088
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bon Secours Mercy Health, Inc.)

Sponsor-wide plan assets over time

All Bon Secours Mercy Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 79.08177502772496% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $334M $69.8M ▼ -79.1%
Year Plans Participants Total Assets
2022 5 4,761 $334M
2023 4 5,430 $359M
2024 3 902 $70M

Nearby 401(k) Plans in Ohio

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

Bon Secours Mercy Health Retirement Savings Plan 401 vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Bon Secours Mercy Health Retirement Savings Plan 401, Total assets ($B): 0.288318711 · Participants: 4288Bon Secours Mercy Health Retirement Savings Plan 401GE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Bon Secours Mercy Health Retirement Savings Plan 401 vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Bon Secours Mercy Health Retirement Savings Plan 401 side-by-side with 3 peers →

Bon Secours Mercy Health Retirement Savings Plan 401's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Americold Logistics Employee Savings and Investment Plan in GA ($288M); by covered participants it is Atlassian 401(k) Plan in CA (4,289 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($288M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,288 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bon Secours Mercy Health Retirement Savings Plan 401 assets move in 2023? ▼
Bon Secours Mercy Health Retirement Savings Plan 401 grew at a solid clip - up 7.8% during 2023, from $267M to $288M. Reported net income was $21M.
How have Bon Secours Mercy Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bon Secours Mercy Health, Inc.'s sponsor-wide assets declined 79.1%, from $334M to $70M.
Where does Bon Secours Mercy Health Retirement Savings Plan 401 rank by assets among Form 5500 filers? ▼
Bon Secours Mercy Health Retirement Savings Plan 401 ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bon Secours Mercy Health Retirement Savings Plan 401? ▼
Among 401(k) plans in other states, the closest by assets is Americold Logistics Employee Savings and Investment Plan in GA ($288M, 10,631 participants).
Which 401(k) plans cover a similar participant headcount to Bon Secours Mercy Health Retirement Savings Plan 401? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlassian 401(k) Plan in CA (4,289 participants, $536M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521301088.

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.