401(k) · DOL Form 5500 · 2023
Mercy Health Corporation 401(k) Plan
Data updated 2026-08-11
- $145M
- Total assets
- 1,458
- Participants
- 93rd
- Percentile by assets
- $99,785
- Avg per participant
Official DOL plan name: Rockford Health System Retirement Plan · Sponsored by Mercy Health Corporation · Illinois · Healthcare & Social Assistance
$145M in assets, 1,458 participants
Mercy Health Corporation's Rockford Health System Retirement Plan reported $145M in total assets and 1,458 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)
- #16,663 in Healthcare & Social Assistance (17,684 peers)
Where Rockford Health System Retirement Plan sits by assets
Rockford Health System Retirement Plan sits in the top 10% of all filed plans by assets, $145M for 1,458 participants (~$99,785/participant), up 30.1% in 2023.
- $145M
- total plan assets (2023 EOY)
- 1,458
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $99,785
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Rockford Health System Retirement Plan sits by total assets
Rockford Health System Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$145,486,584 Top 7% higher than 93% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rockford Health System Retirement Plan reported net income rose from -$39M in the plan year 2022 filing to -$9M in the plan year 2023 filing.
- Rockford Health System Retirement Plan end-of-year assets rose from $112M in the plan year 2022 filing to $145M in the plan year 2023 filing.
- Rockford Health System Retirement Plan reported participants fell from 1,585 in the plan year 2022 filing to 1,458 in the plan year 2023 filing.
Rockford Health System Retirement Plan vs the 2023 asset distribution
By assets, Rockford Health System Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | -$9M |
| Employer EIN | 472158680 |
| Plan Effective Date | 1994-04-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercy Health Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 9,477 | $879M |
| 2023 | 5 | 10,071 | $882M |
| 2024 | 2 | 7,845 | $976M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Rockford Health System Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Rockford Health System Retirement Plan by total assets, not by location.
- Akebono Brake Corporation Retirement Savings Plan (MI) $145M · 1,038
- Loews Corporation Employees' Savings Plan (NY) $146M · 128
- AFL-CIO Deferred Compensation Plan (DC) $145M · 851
- Sumco Phoenix Corporation Savings and Retirement Plan (AZ) $146M · 605
Frequently Asked Questions
How did Rockford Health System Retirement Plan assets move in 2023? ▼
How have Mercy Health Corporation plan assets changed over time? ▼
Where does Rockford Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Rockford Health System Retirement Plan? ▼
Next read for Rockford Health System Retirement Plan
Scale reading
Ways to act on Rockford Health System Retirement Plan's numbers.
- By total assets, Rockford Health System Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Mercy Health Corporation's sponsor-wide assets have grown 11.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans