Defined Benefit (Pension) · DOL Form 5500 · 2024
Advocate Aurora Health, Inc. Pension Plan
Data updated 2026-08-25
- $966M
- Total assets Above avg plan size
- 10,936
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $88,325
- Avg per participant Below avg balance/head
Official DOL plan name: Advocate Aurora Health Pension Plan · Sponsored by Advocate Aurora Health, Inc. · Illinois · Healthcare & Social Assistance
$966M in assets, 10,936 participants
Advocate Aurora Health, Inc.'s Advocate Aurora Health Pension Plan reported $966M in total assets and 10,936 participants in its 2024 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.
- #16,666 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Advocate Aurora Health Pension Plan covers 10,936 participants in Illinois, 14x the typical Illinois plan (state average ~779 per filing). Assets: $966M.
- #16,666
- in Healthcare & Social Assistance (16,916 peers)
- -6.1%
- assets change YoY
- 9.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $62M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Advocate Aurora Health Pension Plan's outsized position by total assets
Advocate Aurora Health Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$965,922,803 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Advocate Aurora Health Pension Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advocate Aurora Health Pension Plan is a mega filing (10,936 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advocate Aurora Health Pension Plan reported net income fell from $44M in the plan year 2023 filing to -$62M in the plan year 2024 filing.
- Advocate Aurora Health Pension Plan reported participants fell from 11,955 in the plan year 2023 filing to 10,936 in the plan year 2024 filing.
- Advocate Aurora Health Pension Plan end-of-year assets fell from $1.0B in the plan year 2023 filing to $966M in the plan year 2024 filing.
DOL schedule card
Filing strip 824184596 · Advocate Aurora Health, Inc. PY 2024 · Defined Benefit (Pension)
Advocate Aurora Health Pension Plan · $966M · 10,936 · 98th
- PHOTO $966M
- PHOTO 10,936
- PHOTO 98th
- PHOTO Defined Benefit (Pension)
- PHOTO near Employees' Cash Balance Plan of Atlantic Health System, Inc.
- PHOTO ind #16666
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 →
Advocate Aurora Health Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $964M |
| Net Income | -$62M |
| Employer EIN | 824184596 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advocate Aurora Health, Inc.)
Sponsor-wide plan assets over time
All Advocate Aurora Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.5B 34.89481104498924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 87,006 | $8.5B |
| 2023 | 2 | 88,911 | $10.2B |
| 2024 | 2 | 90,951 | $11.5B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Scale composition for Advocate Aurora Health Pension Plan
Advocate Aurora Health Pension Plan reports $966M in end-of-year assets across 10,936 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $88,325 per participant (64% of the national average assets-per-participant) . Net income for plan year 2024 was -$62M.
This plan identity (EIN 824184596, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $983M to $966M (-1.8%) while covered participants moved from 13,168 to 10,936 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,168 | $983M | Open filing |
| 2023 | 11,955 | $1.0B | Open filing |
| 2024 · index core | 10,936 | $966M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Advocate Aurora Health 401(k) Plan (401(k), $10.5B, 80,015 participants)
Advocate Aurora Health Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Employees' Cash Balance Plan of Atlantic Health System, Inc. in NJ ($965M); by covered participants it is N. Atlantic States Carp. Guaranteed Annuity Fund in MA (10,943 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($966M here).
- Employees' Cash Balance Plan of Atlantic Health System, Inc. (NJ) $965M · 5,100
- Ufcw Local One Pension Fund (NY) $968M · 125
- Pipefitters Union Local No. 537 Pension Fund (MA) $962M · 2,310
- Retirement Plan of Idaho Power Company (ID) $971M · 2,113
Similar participant headcount
Nearest other-state filings by covered participants (10,936 participants); asset peers above are excluded.
- N. Atlantic States Carp. Guaranteed Annuity Fund (MA) 10,943 · 7 off
- Club Pension Plan (CA) 10,966 · 30 off
- American Family Pension Plan (WI) 11,032 · 96 off
- Indiana Laborers Pension Fund (IN) 11,039 · 103 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.