401(k) · DOL Form 5500 · 2023

Mercy Health Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
166
Participants Small participant base
31st
Percentile by assets National rank
$12,786
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. · Sponsored by Mercy Health Services, Inc. · Tennessee · Unclassified

$2M in assets, 166 participants

Mercy Health Services, Inc.'s 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. reported $2M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #22 in Unclassified (42 peers)

Coverage in Tennessee

401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. covers 166 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#22
in Unclassified (42 peers)
+40.1%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. among the smaller filed plans by assets

401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. vs every filed plan by assets

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

$2,122,482 31st percentile higher than 31% 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

401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. reported net income rose from -$644K in the plan year 2022 filing to $608K in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. reported participants rose from 133 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621781969 · Mercy Health Services, Inc. PY 2023 · 401(k)

401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. · $2M · 166 · 31st

  • 5500 $2M
  • 5500 166
  • 5500 31st
  • 5500 401(k)
  • 5500 near Jersey Shore Steel Rolling Division Hourly 401(k) Plan
  • 5500 ind #22

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 Unclassified retirement plans → · Plans in Tennessee →

401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc.401(k) Profit Sharing Plan f…$2MJersey Shore Steel Rolling Division Hourly 401(k) PlanJersey Shore Steel Rolling D…$2MG and E Healthcare Services, LLC 401(k) PlanG and E Healthcare Services,…$2MRe/Max Parkside Real Estate 401(k) Profit Sharing PlanRe/Max Parkside Real Estate …$2MCrusaders Investments, Inc. 401(k) Retirement PlanCrusaders Investments, Inc. …$2M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$608K
Employer EIN621781969
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mercy Health Services, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 68.06761527536877% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.51M $2.55M ▲ +68.9%
Year Plans Participants Total Assets
2022 1 133 $2M
2023 1 166 $2M
2024 1 179 $3M

Nearby 401(k) Plans in Tennessee

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

401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc., Total assets ($B): 0.002122482 · Participants: 166401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc.Fedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Jersey Shore Steel Rolling Division Hourly 401(k) Plan in PA ($2M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. assets move in 2023? ▼
401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc. surged - up 40.1% during 2023, from $2M to $2M. Reported net income was $608K.
How have Mercy Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mercy Health Services, Inc.'s sponsor-wide assets grew 68.1%, from $2M to $3M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Jersey Shore Steel Rolling Division Hourly 401(k) Plan in PA ($2M, 64 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Mercy Health Services, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 621781969.

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.