Other · DOL Form 5500 · 2023

Freeport Health Network Retirement Plan

Data updated 2026-08-11

$143M
Total assets
1,021
Participants
93rd
Percentile by assets
$140,180
Avg per participant
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Official DOL plan name: Fhn Matching Tax Deferred Annuity Plan · Sponsored by Freeport Health Network · Illinois · Healthcare & Social Assistance

$143M in assets, 1,021 participants

Freeport Health Network's Fhn Matching Tax Deferred Annuity Plan reported $143M in total assets and 1,021 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #16,653 in Healthcare & Social Assistance (17,684 peers)

Where Fhn Matching Tax Deferred Annuity Plan sits by assets

Fhn Matching Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $143M for 1,021 participants (~$140,180/participant), up 15.9% in 2023.

$143M
total plan assets (2023 EOY)
1,021
covered participants
93rd
percentile by assets (of 127,072 plans)
$140,180
avg assets per participant

Where Fhn Matching Tax Deferred Annuity Plan sits by total assets

Fhn Matching Tax Deferred Annuity Plan vs every filed plan by assets

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

$143,123,734 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fhn Matching Tax Deferred Annuity Plan reported net income rose from -$26M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Fhn Matching Tax Deferred Annuity Plan end-of-year assets rose from $124M in the plan year 2022 filing to $143M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Healthcare & Social Assistance

Fhn Matching Tax Deferred Annuity Plan vs the 2023 asset distribution

By assets, Fhn Matching Tax Deferred Annuity Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$143M
Net Income$20M
Employer EIN363290904
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freeport Health Network)

$120M$140M$160M$180M 202220232024 $124M $158M ▲ +28.3%
Total plan assets by year, all Freeport Health Network plans on file
Year Plans Participants Total Assets
2022 1 1,024 $124M
2023 1 1,021 $143M
2024 1 1,038 $158M

Nearby Other Plans in Illinois

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

Fhn Matching Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Fhn Matching Tax Def…, Total assets ($B): 0.143123734 · Participants: 1021Fhn Matching Tax Def…Northwestern Univers…, Total assets ($B): 4.022176874 · Participants: 9440Northwestern Univers…The University of Ch…, Total assets ($B): 3.494522229 · Participants: 4796The University of Ch…Endeavor Health Lega…, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Lega…The University of Ch…, Total assets ($B): 1.734364044 · Participants: 8254The University of Ch…Argonne National Lab…, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Lab…
Fhn Matching Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Fhn Matching Tax Deferred Annuity Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Fhn Matching Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Fhn Matching Tax Deferred Annuity Plan assets move in 2023? ▼
Fhn Matching Tax Deferred Annuity Plan grew sharply - up 15.9% during 2023, from $124M to $143M. Reported net income was $20M.
How have Freeport Health Network plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freeport Health Network's sponsor-wide assets grew 28.3%, from $124M to $158M.
Where does Fhn Matching Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Fhn Matching Tax Deferred Annuity Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Fhn Matching Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ithaka Harbors, Inc. 403(b) Retirement Plan in NY ($143M, 416 participants).

Next read for Fhn Matching Tax Deferred Annuity Plan

Scale reading

Ways to act on Fhn Matching Tax Deferred Annuity Plan's numbers.

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 363290904.

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.