401(k) · DOL Form 5500 · 2023
Swedishamerican Health System 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $217,005
- Avg per participant Above avg balance/head
Official DOL plan name: Swedishamerican Health System 401(k) Incentivesaver Plan · Sponsored by Swedishamerican Health System · Illinois · Healthcare & Social Assistance
$16M in assets, 75 participants
Swedishamerican Health System's Swedishamerican Health System 401(k) Incentivesaver Plan reported $16M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,036 in Healthcare & Social Assistance (17,684 peers)
Swedishamerican Health System multi-year trail
Swedishamerican Health System's plans moved +24.0% in assets from 2022 to 2024; this filing shows Swedishamerican Health System 401(k) Incentivesaver Plan at $16M / 75 participants.
- #13,036
- in Healthcare & Social Assistance (17,684 peers)
- +4.6%
- assets growth YoY
Swedishamerican Health System 401(k) Incentivesaver Plan's outsized position by total assets
Swedishamerican Health System 401(k) Incentivesaver Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,275,345 Top 31% higher than 69% 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
Swedishamerican Health System 401(k) Incentivesaver Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swedishamerican Health System 401(k) Incentivesaver Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Swedishamerican Health System 401(k) Incentivesaver Plan reported net income rose from -$3M in the plan year 2022 filing to $722K in the plan year 2023 filing.
- Swedishamerican Health System 401(k) Incentivesaver Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Swedishamerican Health System 401(k) Incentivesaver Plan reported participants fell from 79 in the plan year 2022 filing to 75 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 363241458 · Swedishamerican Health System PY 2023 · 401(k)
Swedishamerican Health System 401(k) Incentivesaver Plan · $16M · 75 · 69th
- ASSETS $16M
- ASSETS 75
- ASSETS 69th
- ASSETS 401(k)
- ASSETS near Crown Crafts, Inc. 401(k) Retirement Savings Plan
- ASSETS ind #13036
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 →
Swedishamerican Health System 401(k) Incentivesaver Plan in the asset neighbourhood
Swedishamerican Health System multi-year asset trail
Sponsor-wide plan assets over time
All Swedishamerican Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $414M 23.97067368878553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,650 | $334M |
| 2023 | 4 | 7,061 | $737M |
| 2024 | 2 | 3,823 | $414M |
Swedishamerican Health System filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $722K |
| Employer EIN | 363241458 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
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
Swedishamerican Health System 401(k) Incentivesaver Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Crown Crafts, Inc. 401(k) Retirement Savings Plan in LA ($16M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Crown Crafts, Inc. 401(k) Retirement Savings Plan (LA) $16M · 122
- Intcomex 401(k) Plan (FL) $16M · 206
- 80/20, LLC Retirement Readiness 401(k) Plan (IN) $16M · 378
- Barkbox, Inc. 401(k) Plan (NY) $16M · 620
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Airbiquity 401(k) Plan (WA) 75 · 0 off
- Oklahoma Otolaryngology Associates Profit Sharing Plan (OK) 75 · 0 off
- Fry-Wagner Company Employees' Savings Plan (KS) 75 · 0 off
- Cts Excavations, LLC Safe Harbor 401(k) Plan (AL) 75 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.