401(k) · DOL Form 5500 · 2023
Bon Secours Mercy Health, Inc. 401(k) Plan
Data updated 2026-08-11
- $288M
- Total assets
- 4,288
- Participants
- 96th
- Percentile by assets
- $67,239
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $288M
- total plan assets (2023 EOY)
- 4,288
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $67,239
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Bon Secours Mercy Health Retirement Savings Plan 401 reports 4,288 participants - 5.6x that state average ($288M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $267M |
|---|---|
| Net Assets (End of Year) | $288M |
| Net Income | $21M |
| Employer EIN | 521301088 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bon Secours Mercy Health, Inc.)
| 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
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bon Secours Mercy Health Retirement Savings Plan 401 by total assets, not by location.
- Americold Logistics Employee Savings and Investment Plan (GA) $288M · 10,631
- Aquent LLC 401(k) Plan (MA) $288M · 4,478
- Cornerstone Research 401(k) and Profit Sharing Plan (MA) $288M · 774
- J.Crew Group, LLC. 401(k) Savings Plan (NY) $289M · 9,946
Frequently Asked Questions
How did Bon Secours Mercy Health Retirement Savings Plan 401 assets move in 2023? ▼
How have Bon Secours Mercy Health, Inc. plan assets changed over time? ▼
Where does Bon Secours Mercy Health Retirement Savings Plan 401 rank by assets among Form 5500 filers? ▼
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Next read for Bon Secours Mercy Health Retirement Savi…
Filing takeaways
Ways to act on Bon Secours Mercy Health Retirement Savings Plan 401's numbers.
- By total assets, Bon Secours Mercy Health Retirement Savings Plan 401 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Bon Secours Mercy Health, Inc.'s sponsor-wide assets have declined 79.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans