Defined Benefit (Pension) · DOL Form 5500 · 2023
Advocate Aurora Health, Inc. Pension Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 11,955
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $86,067
- Avg per participant Below avg balance/head
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.
- #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.
- #17,483
- in Healthcare & Social Assistance (17,684 peers)
- +4.6%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Advocate Aurora Health Pension Plan's outsized position by total assets
Advocate Aurora Health Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,028,936,791 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Advocate Aurora Health Pension Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advocate Aurora Health Pension Plan is a mega filing (11,955 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 824184596 · Advocate Aurora Health, Inc. PY 2023 · Defined Benefit (Pension)
Advocate Aurora Health Pension Plan · $1.0B · 11,955 · 99th
- EIN $1.0B
- EIN 11,955
- EIN 99th
- EIN Defined Benefit (Pension)
- EIN near Novo Nordisk Inc. Money Purchase Plan
- EIN ind #17483
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 Pension Plan in the asset neighbourhood
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.)
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 Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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)
Advocate Aurora Health Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Novo Nordisk Inc. Money Purchase Plan in NJ ($1.0B); by covered participants it is Saint-Gobain Retirement Income Plan in PA (11,921 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,955 participants); asset peers above are excluded.
- Saint-Gobain Retirement Income Plan (PA) 11,921 · 34 off
- Massachusetts Institute of Technology Basic Retirement Plan (MA) 11,888 · 67 off
- Nylic Retirement Plan (NY) 11,867 · 88 off
- Nestle Pension Plan (OH) 11,838 · 117 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.