Other · DOL Form 5500 · 2023
Mercy Health Corporation Retirement Plan
Data updated 2026-08-11
- $737M
- Total assets
- 7,387
- Participants
- 98th
- Percentile by assets
- $99,712
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $737M
- total plan assets (2023 EOY)
- 7,387
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $99,712
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Mercy Health Corporation Employees Retirement Plan reports 7,387 participants - 9.5x that state average ($737M EOY assets).
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)
| 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.
Mercy Health Corporation Employees Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mercy Health Corporation Employees Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Mercy Health Corporation Employees Retirement Plan assets move in 2023? ▼
How have Mercy Health Corporation plan assets changed over time? ▼
Where does Mercy Health Corporation Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Mercy Health Corporation Employees Retirement Plan? ▼
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Filing takeaways
Ways to act on Mercy Health Corporation Employees Retirement Plan's numbers.
- By total assets, Mercy Health Corporation Employees Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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