Other · DOL Form 5500 · 2023

Freeport Health Network Retirement Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
1,021
Participants Near avg headcount
93rd
Percentile by assets National rank
$140,180
Avg per participant Near avg balance/head
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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.

  • #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.

#16,653
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Fhn Matching Tax Deferred Annuity Plan's outsized position 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 $2,050,000,000 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

Fhn Matching Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fhn Matching Tax Deferred Annuity Plan lands in the large band (1,021 participants).

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 →

Published 5500 schedule card

Filing strip 363290904 · Freeport Health Network PY 2023 · Other

Fhn Matching Tax Deferred Annuity Plan · $143M · 1,021 · 93rd

  • EOY $143M
  • 5500 1,021
  • ASSETS 93rd
  • PCT Other
  • EIN near Ithaka Harbors, Inc. 403(b) Retirement Plan
  • RANK ind #16653

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 →

Fhn Matching Tax Deferred Annuity Plan in the asset neighbourhood

Fhn Matching Tax Deferred Annuity PlanFhn Matching Tax Deferred An…$143MIthaka Harbors, Inc. 403(b) Retirement PlanIthaka Harbors, Inc. 403(b) …$143MBe the Match/Nmdp Employee Savings PlanBe the Match/Nmdp Employee S…$143MTrustees of Deerfield Academy Defined Contribution Retirement PlanTrustees of Deerfield Academ…$143MAbilene Christian University 403(b) Retirement PlanAbilene Christian University…$143M
End-of-year total assets ($M) among Fhn Matching Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Freeport Health Network plans reported in each filing year

Latest sponsor-wide plan assets
$158M 28.251572691574765% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $124M $158M ▲ +28.3%
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 ($B) Participants Fhn Matching Tax Deferred Annuity Plan, Total assets ($B): 0.143123734 · Participants: 1021Fhn Matching Tax Deferred Annuity PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
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 →

Fhn Matching Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Ithaka Harbors, Inc. 403(b) Retirement Plan in NY ($143M); by covered participants it is Union College Retirement Plan in NY (1,020 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,021 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 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).
Which Other plans cover a similar participant headcount to Fhn Matching Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Union College Retirement Plan in NY (1,020 participants, $384M 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 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.