401(k) · DOL Form 5500 · 2023

Swedishamerican Health System 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
77
Participants Small participant base
62nd
Percentile by assets National rank
$151,451
Avg per participant Above avg balance/head
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Official DOL plan name: Swedishamerican 401(k) Incentivesaver Plan · Sponsored by Swedishamerican Health System · Illinois · Healthcare & Social Assistance

$12M in assets, 77 participants

Swedishamerican Health System's Swedishamerican 401(k) Incentivesaver Plan reported $12M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,906 in Healthcare & Social Assistance (17,684 peers)

Swedishamerican Health System multi-year trail

Swedishamerican Health System's plans moved +24.0% in assets from 2022 to 2024; this filing shows Swedishamerican 401(k) Incentivesaver Plan at $12M / 77 participants.

#11,906
in Healthcare & Social Assistance (17,684 peers)
-5.5%
assets change YoY

The plan reported a net loss of $680K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swedishamerican 401(k) Incentivesaver Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Swedishamerican 401(k) Incentivesaver Plan vs every filed plan by assets

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

$11,661,694 Top 38% higher than 62% 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

Swedishamerican 401(k) Incentivesaver Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swedishamerican 401(k) Incentivesaver Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swedishamerican 401(k) Incentivesaver Plan reported net income rose from -$3M in the plan year 2022 filing to -$680K in the plan year 2023 filing.
  • Swedishamerican 401(k) Incentivesaver Plan end-of-year assets fell from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Swedishamerican 401(k) Incentivesaver Plan reported participants fell from 79 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363241458 · Swedishamerican Health System PY 2023 · 401(k)

Swedishamerican 401(k) Incentivesaver Plan · $12M · 77 · 62nd

  • SCH $12M
  • SCH 77
  • SCH 62nd
  • SCH 401(k)
  • SCH near Big Sandy Superstores 401(k) Plan
  • SCH ind #11906

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 →

Swedishamerican 401(k) Incentivesaver Plan in the asset neighbourhood

Swedishamerican 401(k) Incentivesaver PlanSwedishamerican 401(k) Incen…$12MBig Sandy Superstores 401(k) PlanBig Sandy Superstores 401(k)…$12MHans Kissle Company 401(k) Profit Sharing PlanHans Kissle Company 401(k) P…$12MThe Franklin Academy 401(k) Retirement PlanThe Franklin Academy 401(k) …$12MThe Buncher 401(k) Plan$12M
End-of-year total assets ($M) among Swedishamerican 401(k) Incentivesaver Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Swedishamerican Health System multi-year asset trail

Sponsor-wide plan assets over time

All Swedishamerican Health System plans reported in each filing year

Latest sponsor-wide plan assets
$414M 23.97067368878553% vs 2022
2024 filing year
$200M$400M$600M$800M 202220232024 $334M $414M ▲ +24.0%
Year Plans Participants Total Assets
2022 2 3,650 $334M
2023 4 7,061 $737M
2024 2 3,823 $414M

Swedishamerican Health System filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$680K
Employer EIN363241458
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Swedishamerican 401(k) Incentivesaver Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Swedishamerican 401(k) Incentivesaver Plan, Total assets ($B): 0.011661694 · Participants: 77Swedishamerican 401(k) Incentivesaver PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Swedishamerican 401(k) Incentivesaver Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Swedishamerican 401(k) Incentivesaver Plan side-by-side with 3 peers →

Swedishamerican 401(k) Incentivesaver Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Big Sandy Superstores 401(k) Plan in OH ($12M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Swedishamerican 401(k) Incentivesaver Plan assets move in 2023? ▼
Swedishamerican 401(k) Incentivesaver Plan pulled back noticeably - down 5.5% during 2023, from $12M to $12M. Reported net income was -$680K.
How have Swedishamerican Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swedishamerican Health System's sponsor-wide assets grew 24.0%, from $334M to $414M.
Which 401(k) plans are similar in size to Swedishamerican 401(k) Incentivesaver Plan? ▼
Among 401(k) plans in other states, the closest by assets is Big Sandy Superstores 401(k) Plan in OH ($12M, 596 participants).
Which 401(k) plans cover a similar participant headcount to Swedishamerican 401(k) Incentivesaver Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 363241458.

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.