Defined Benefit (Pension) · DOL Form 5500 · 2023

Mercy Health System Corporation Pension Plan

Data updated 2026-08-25

$16K
Total assets Small plan by assets: 173
Participants Small participant base: 2nd
Percentile by assets National rank: $93
Avg per participant Low balance/head

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Official DOL plan name: Mercy Health System Employees Retirement Plan · Sponsored by Mercy Health System Corporation · Illinois · Healthcare & Social Assistance

$16K in assets, 173 participants

Mercy Health System Corporation's Mercy Health System Employees Retirement Plan reported $16K in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

#241 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Mercy Health System Employees Retirement Plan covers 173 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $16K.

#241
in Healthcare & Social Assistance (17,684 peers): -99.9%
assets change YoY

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mercy Health System Employees Retirement Plan among the smaller filed plans by assets

Mercy Health System Employees Retirement Plan vs every filed plan by assets

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

$16,057 2nd percentile higher than 2% 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

Mercy Health System Employees Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercy Health System Employees Retirement Plan sits mid-pack in the medium band (173 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mercy Health System Employees Retirement Plan end-of-year assets fell from $29M in the plan year 2022 filing to $16K in the plan year 2023 filing.
Mercy Health System Employees Retirement Plan reported participants fell from 1,644 in the plan year 2022 filing to 173 in the plan year 2023 filing.
Mercy Health System Employees Retirement Plan reported net income rose from -$86M in the plan year 2022 filing to -$29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390816848 · Mercy Health System Corporation PY 2023 · Defined Benefit (Pension)

Mercy Health System Employees Retirement Plan · $16K · 173 · 2nd

EBSA $16K
PART 173
TYPE 2nd
NET Defined Benefit (Pension)
BOOK near Mymichigan Health Employees' Pension Plan
VS-ST ind #241

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 →

End-of-year total assets ($M) among Mercy Health System Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$29M
Net Assets (End of Year)	$16K
Net Income	-$29M
Employer EIN	390816848
Plan Effective Date	1968-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mercy Health System Corporation)

Latest sponsor-wide plan assets: $16K 99.94463147552169% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	1,644	$29M
2023	2	173	$16K

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Mercy Health System Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
John Deere Pension Plan for Salaried Employees $8.0B · 16,346
Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382

Compare Mercy Health System Employees Retirement Plan side-by-side with 3 peers →

Mercy Health System Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Mymichigan Health Employees' Pension Plan in MI ($17K); by covered participants it is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16K here).

Mymichigan Health Employees' Pension Plan (MI) $17K · 3,858
Omega Protein Corporation Pension Plan () $14K · 34
Roofers Union Local No. 211 Pension Plan (MI) $18K · 25
International Longshoremen's Association Local 1803 Checkers Pension Plan (IN) $13K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

Core Electric Cooperative Variable Annuity Defined Benefit Plan (CO) 173 · 0 off
Southern Bank and Trust Company Pension Plan (NC) 173 · 0 off
Nrg Pension Plan for Bargained Employees (NJ) 173 · 0 off
Paul Weiss Rifkind Wharton & Garrison LLP Partners' Defined Benefit Pension Plan (NY) 173 · 0 off

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 Mercy Health System Employees Retirement Plan assets move in 2023? ▼

Mercy Health System Employees Retirement Plan contracted severely - down 99.9% during 2023, from $29M to $16K. Reported net income was -$29M.

How have Mercy Health System Corporation plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Mercy Health System Corporation's sponsor-wide assets declined 99.9%, from $29M to $16K.

Where does Mercy Health System Employees Retirement Plan rank by assets among Form 5500 filers? ▼

Mercy Health System Employees Retirement Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Mercy Health System Employees Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Mymichigan Health Employees' Pension Plan in MI ($17K, 3,858 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Mercy Health System Employees Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (173 participants, $8M 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 390816848.