Profit Sharing · DOL Form 5500 · 2023

Bon Secours Mercy Health, Inc. Profit Sharing Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,142
Participants Near avg headcount
89th
Percentile by assets National rank
$60,588
Avg per participant Low balance/head
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Official DOL plan name: Mercy Health Retirement Savings Plan 403b · Sponsored by Bon Secours Mercy Health, Inc. · Ohio · Healthcare & Social Assistance

$69M in assets, 1,142 participants

Bon Secours Mercy Health, Inc.'s Mercy Health Retirement Savings Plan 403b reported $69M in total assets and 1,142 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,956 in Healthcare & Social Assistance (17,684 peers)

Where Mercy Health Retirement Savings Plan 403b sits by assets

Mercy Health Retirement Savings Plan 403b sits in the top quartile of all filed plans by assets, $69M for 1,142 participants (~$60,588/participant), up 6.9% in 2023.

#15,956
in Healthcare & Social Assistance (17,684 peers)
+6.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Mercy Health Retirement Savings Plan 403b's outsized position by total assets

Mercy Health Retirement Savings Plan 403b vs every filed plan by assets

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

$69,192,041 Top 11% higher than 89% 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

Mercy Health Retirement Savings Plan 403b'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. Mercy Health Retirement Savings Plan 403b lands in the large band (1,142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mercy Health Retirement Savings Plan 403b reported net income rose from -$19M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mercy Health Retirement Savings Plan 403b reported participants fell from 1,317 in the plan year 2022 filing to 1,142 in the plan year 2023 filing.
  • Mercy Health Retirement Savings Plan 403b end-of-year assets rose from $65M in the plan year 2022 filing to $69M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521301088 · Bon Secours Mercy Health, Inc. PY 2023 · Profit Sharing

Mercy Health Retirement Savings Plan 403b · $69M · 1,142 · 89th

  • PHOTO $69M
  • IND 1,142
  • EOY 89th
  • 5500 Profit Sharing
  • ASSETS near Vinfen 401(a) Company Defined Contribution Retirement Plan
  • PCT ind #15956

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 →

Mercy Health Retirement Savings Plan 403b in the asset neighbourhood

Miner Enterprises Profit Sharing PlanMiner Enterprises Profit Sha…$70MFenway Community Health Center, Inc. Tax Sheltered Annuity and Profit Sharing PlanFenway Community Health Cent…$70MElectrical Workers Pension Fund Part CElectrical Workers Pension F…$70MVinfen 401(a) Company Defined Contribution Retirement PlanVinfen 401(a) Company Define…$69MMercy Health Retirement Savings Plan 403bMercy Health Retirement Savi…$69M
End-of-year total assets ($M) among Mercy Health Retirement Savings Plan 403b and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$69M
Net Income$4M
Employer EIN521301088
Plan Effective Date2002-01-01
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 Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mercy Health Retirement Savings Plan 403b vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Mercy Health Retirement Savings Plan 403b, Total assets ($B): 0.069192041 · Participants: 1142Mercy Health Retirement Savings Plan 403bCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Mercy Health Retirement Savings Plan 403b vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Mercy Health Retirement Savings Plan 403b side-by-side with 3 peers →

Mercy Health Retirement Savings Plan 403b's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Vinfen 401(a) Company Defined Contribution Retirement Plan in MA ($69M); by covered participants it is New York League for Early Learning, Inc. Discretionary Defined Contribution Retirement Plan in NY (1,142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,142 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 Mercy Health Retirement Savings Plan 403b assets move in 2023? ▼
Mercy Health Retirement Savings Plan 403b grew at a solid clip - up 6.9% during 2023, from $65M to $69M. Reported net income was $4M.
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 Mercy Health Retirement Savings Plan 403b rank by assets among Form 5500 filers? ▼
Mercy Health Retirement Savings Plan 403b ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Mercy Health Retirement Savings Plan 403b? ▼
Among Profit Sharing plans in other states, the closest by assets is Vinfen 401(a) Company Defined Contribution Retirement Plan in MA ($69M, 2,483 participants).
Which Profit Sharing plans cover a similar participant headcount to Mercy Health Retirement Savings Plan 403b? ▼
Among Profit Sharing plans in other states, the closest by covered participants is New York League for Early Learning, Inc. Discretionary Defined Contribution Retirement Plan in NY (1,142 participants, $26M 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.