Defined Benefit (Pension) · DOL Form 5500 · 2024

Advocate Aurora Health, Inc. Pension Plan

Data updated 2026-08-06

$966M
Total assets: 10,936
Participants: 98th
Percentile by assets: $88,325
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

Coverage in Illinois

Advocate Aurora Health Pension Plan covers 10,936 participants in Illinois, 14x the typical Illinois plan (state average ~768 per filing). Assets: $966M.

$966M
total plan assets (2024 EOY): 10,936
covered participants: 98th
percentile by assets (of 116,472 plans): $88,325
avg assets per participant

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 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.

See the national 2023→2024 release diff →

State

Illinois

Industry

Healthcare & Social Assistance

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. Advocate Aurora Health Pension Plan reports 10,936 participants - 14x that state average ($966M EOY assets).

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.)

Total plan assets by year, all Advocate Aurora Health, Inc. plans on file

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.

Advocate Aurora Health Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

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
Exelon Corporation Retirement Program $6.1B · 8,898

Compare Advocate Aurora Health Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Advocate Aurora Health Pension Plan by total assets, not by location.

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

Frequently Asked Questions

How did Advocate Aurora Health Pension Plan assets move in 2024? ▼

Advocate Aurora Health Pension Plan pulled back noticeably - down 6.1% during 2024, from $1.0B to $966M. Reported net income was -$62M.

How have Advocate Aurora Health, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advocate Aurora Health, Inc.'s sponsor-wide assets grew 34.9%, from $8.5B to $11.5B.

Where does Advocate Aurora Health Pension Plan rank by assets among Form 5500 filers? ▼

Advocate Aurora Health Pension Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Advocate Aurora Health Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Cash Balance Plan of Atlantic Health System, Inc. in NJ ($965M, 5,100 participants).

Next read for Advocate Aurora Health Pension Plan

Filing takeaways

Ways to act on Advocate Aurora Health Pension Plan's numbers.

By total assets, Advocate Aurora Health Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
Advocate Aurora Health, Inc.'s sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 824184596.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.