Defined Benefit (Pension) · DOL Form 5500 · 2023
Advocate Aurora Health, Inc. Pension Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 11,955
- Participants
- 99th
- Percentile by assets
- $86,067
- Avg per participant
Official DOL plan name: Advocate Aurora Health Pension Plan · Sponsored by Advocate Aurora Health, Inc. · Illinois · Healthcare & Social Assistance
$1.0B in assets, 11,955 participants
Advocate Aurora Health, Inc.'s Advocate Aurora Health Pension Plan reported $1.0B in total assets and 11,955 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #17,483 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Advocate Aurora Health Pension Plan covers 11,955 participants in Illinois, 15x the typical Illinois plan (state average ~779 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2023 EOY)
- 11,955
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $86,067
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Advocate Aurora Health Pension Plan reported net income rose from -$423M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Advocate Aurora Health Pension Plan reported participants fell from 13,168 in the plan year 2022 filing to 11,955 in the plan year 2023 filing.
- Advocate Aurora Health Pension Plan end-of-year assets rose from $983M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Advocate Aurora Health Pension Plan reports 11,955 participants - 15x that state average ($1.0B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $983M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $44M |
| Employer EIN | 824184596 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advocate Aurora Health, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 87,006 | $8.5B |
| 2023 | 2 | 88,911 | $10.2B |
| 2024 | 2 | 90,951 | $11.5B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Advocate Aurora Health Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Scale composition for Advocate Aurora Health Pension Plan
Advocate Aurora Health Pension Plan reports $1.0B in end-of-year assets across 11,955 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $86,067 per participant (62% of the national average assets-per-participant) . Net income for plan year 2023 was $44M.
This plan identity (EIN 824184596, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $983M to $966M (-1.8%) while covered participants moved from 13,168 to 10,936 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,168 | $983M | Open filing |
| 2023 | 11,955 | $1.0B | This page |
| 2024 · index core | 10,936 | $966M | 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Advocate Aurora Health Pension Plan by total assets, not by location.
- Novo Nordisk Inc. Money Purchase Plan (NJ) $1.0B · 5,135
- Western Metal Industry Pension Plan (WA) $1.0B · 1,360
- First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan (NC) $1.0B · 1,030
- Erie Insurance Group Retirement Plan for Employees (PA) $1.0B · 6,507
Frequently Asked Questions
How did Advocate Aurora Health Pension Plan assets move in 2023? ▼
How have Advocate Aurora Health, Inc. plan assets changed over time? ▼
Where does Advocate Aurora Health Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Advocate Aurora Health Pension Plan? ▼
Next read for Advocate Aurora Health Pension Plan
Filing takeaways
Ways to act on Advocate Aurora Health Pension Plan's numbers.
- By total assets, Advocate Aurora Health Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Advocate Aurora Health, Inc.'s sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans