401(k) · DOL Form 5500 · 2023
Mercy Health Corporation 401(k) Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 1,458
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $99,785
- Avg per participant Below avg balance/head
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.
- #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.
- #16,663
- in Healthcare & Social Assistance (17,684 peers)
- +30.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
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.
Rockford Health System Retirement Plan's outsized position 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
Rockford Health System Retirement 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. Rockford Health System Retirement Plan lands in the large band (1,458 participants).
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.
Published 5500 schedule card
Filing strip 472158680 · Mercy Health Corporation PY 2023 · 401(k)
Rockford Health System Retirement Plan · $145M · 1,458 · 93rd
- VS-ST $145M
- VS-ST 1,458
- VS-ST 93rd
- VS-ST 401(k)
- VS-ST near Akebono Brake Corporation Retirement Savings Plan
- VS-ST ind #16663
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 →
Rockford Health System Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Mercy Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $976M 11.035846392960298% vs 2022
- 2024 filing year
| 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.
- 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
Rockford Health System Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Akebono Brake Corporation Retirement Savings Plan in MI ($145M); by covered participants it is Maclellan Integrated Services Retirement Plan in KY (1,458 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,458 participants); asset peers above are excluded.
- Maclellan Integrated Services Retirement Plan (KY) 1,458 · 0 off
- Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust (OR) 1,458 · 0 off
- Koozie Group 401(k) Savings & Investment Plan (FL) 1,458 · 0 off
- Center for Family Services, Inc. 401(k) Salary Reduction Plan (NJ) 1,458 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.