Other · DOL Form 5500 · 2023
Mercy Health Corporation Retirement Plan
Data updated 2026-08-25
- $737M
- Total assets Above avg plan size
- 7,387
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $99,712
- Avg per participant Below avg balance/head
Official DOL plan name: Mercy Health Corporation Employees Retirement Plan · Sponsored by Mercy Health Corporation · Illinois · Healthcare & Social Assistance
$737M in assets, 7,387 participants
Mercy Health Corporation's Mercy Health Corporation Employees Retirement Plan reported $737M in total assets and 7,387 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,392 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Mercy Health Corporation Employees Retirement Plan covers 7,387 participants in Illinois, 9.5x the typical Illinois plan (state average ~779 per filing). Assets: $737M.
- #17,392
- in Healthcare & Social Assistance (17,684 peers)
- +4.2%
- assets growth YoY
- 7.4×
- vs typical plan assets (national mean)
Mercy Health Corporation Employees Retirement Plan's outsized position by total assets
Mercy Health Corporation Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$736,575,998 Top 2% higher than 98% 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 Corporation Employees 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. Mercy Health Corporation Employees Retirement Plan lands in the large band (7,387 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mercy Health Corporation Employees Retirement Plan reported net income rose from -$134M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Mercy Health Corporation Employees Retirement Plan reported participants rose from 6,181 in the plan year 2022 filing to 7,387 in the plan year 2023 filing.
- Mercy Health Corporation Employees Retirement Plan end-of-year assets rose from $707M in the plan year 2022 filing to $737M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 472158680 · Mercy Health Corporation PY 2023 · Other
Mercy Health Corporation Employees Retirement Plan · $737M · 7,387 · 98th
- BOOK $737M
- VS-ST 7,387
- BOY 98th
- SCH Other
- EBSA near Dana-Farber Cancer Institute Tax Deferred Annuity Plan
- PART ind #17392
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 →
Mercy Health Corporation Employees Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $707M |
|---|---|
| Net Assets (End of Year) | $737M |
| Net Income | $30M |
| Employer EIN | 472158680 |
| Plan Effective Date | 1991-07-01 |
| 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 Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Scale composition for Mercy Health Corporation Employees Retirement Plan
Mercy Health Corporation Employees Retirement Plan reports $737M in end-of-year assets across 7,387 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $99,712 per participant (72% of the national average assets-per-participant) . Net income for plan year 2023 was $30M.
This plan identity (EIN 472158680, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $707M to $828M (+17.1%) while covered participants moved from 6,181 to 6,868 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,181 | $707M | Open filing |
| 2023 | 7,387 | $737M | This page |
| 2024 · index core | 6,868 | $828M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Mercy Health Corporation Employees Retirement Plan (Other, $828M, 6,868 participants)
- Rockford Health System Retirement Plan (401(k), $148M, 977 participants)
Mercy Health Corporation Employees Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Dana-Farber Cancer Institute Tax Deferred Annuity Plan in MA ($735M); by covered participants it is Albert Einstein Healthcare Network Retirement Savings Plan in PA (7,359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($737M here).
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) $735M · 6,758
- Umms Voluntary 403(b) Plan (MD) $733M · 5,847
- Thedacare Retirement and 403(b) Savings Plan (WI) $741M · 6,021
- Sri International Retirement Savings Plan (CA) $731M · 1,545
Similar participant headcount
Nearest other-state filings by covered participants (7,387 participants); asset peers above are excluded.
- Albert Einstein Healthcare Network Retirement Savings Plan (PA) 7,359 · 28 off
- Inspira Health Network 403(b) Savings Plan (NJ) 7,456 · 69 off
- North Mississippi Health Services 403(b) Plan (MS) 7,294 · 93 off
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) 7,483 · 96 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.