401(k) · DOL Form 5500 · 2024

Swedishamerican Health System 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
69
Participants Small participant base
59th
Percentile by assets National rank
$167,616
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Swedishamerican 401(k) Incentivesaver Plan · Sponsored by Swedishamerican Health System · Illinois · Healthcare & Social Assistance

$12M in assets, 69 participants

Swedishamerican Health System's Swedishamerican 401(k) Incentivesaver Plan reported $12M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,864 in Healthcare & Social Assistance (16,916 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 401(k) Incentivesaver Plan at $12M / 69 participants.

#10,864
in Healthcare & Social Assistance (16,916 peers)
-0.8%
assets change YoY

The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swedishamerican 401(k) Incentivesaver Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Swedishamerican 401(k) Incentivesaver Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,565,498 Top 41% higher than 59% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Swedishamerican 401(k) Incentivesaver Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swedishamerican 401(k) Incentivesaver Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Swedishamerican 401(k) Incentivesaver Plan reported net income rose from -$680K in the plan year 2023 filing to -$96K in the plan year 2024 filing.
  • Swedishamerican 401(k) Incentivesaver Plan reported participants fell from 77 in the plan year 2023 filing to 69 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363241458 · Swedishamerican Health System PY 2024 · 401(k)

Swedishamerican 401(k) Incentivesaver Plan · $12M · 69 · 59th

  • PHOTO $12M
  • PHOTO 69
  • PHOTO 59th
  • PHOTO 401(k)
  • PHOTO near US Pack Services, LLC 401(k) Plan
  • PHOTO ind #10864

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 401(k) Incentivesaver Plan in the asset neighbourhood

Swedishamerican 401(k) Incentivesaver PlanSwedishamerican 401(k) Incen…$12MUS Pack Services, LLC 401(k) PlanUS Pack Services, LLC 401(k)…$12MPompeian, Inc. Cash or Deferred Profit Sharing PlanPompeian, Inc. Cash or Defer…$12MEducation Credit Union 401(k) PlanEducation Credit Union 401(k…$12MGlowforge 401(k) Plan$12M
End-of-year total assets ($M) among Swedishamerican 401(k) Incentivesaver Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$200M$400M$600M$800M 202220232024 $334M $414M ▲ +24.0%
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 (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$96K
Employer EIN363241458
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Swedishamerican 401(k) Incentivesaver Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Swedishamerican 401(k) Incentivesaver Plan, Total assets ($B): 0.011565498 · Participants: 69Swedishamerican 401(k) Incentivesaver PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Swedishamerican 401(k) Incentivesaver Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Swedishamerican 401(k) Incentivesaver Plan side-by-side with 3 peers →

Swedishamerican 401(k) Incentivesaver Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is US Pack Services, LLC 401(k) Plan in FL ($12M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Swedishamerican 401(k) Incentivesaver Plan assets move in 2024? ▼
Swedishamerican 401(k) Incentivesaver Plan held essentially flat - down 0.8% during 2024, from $12M to $12M. Reported net income was -$96K.
How have Swedishamerican Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Swedishamerican Health System's sponsor-wide assets grew 24.0%, from $334M to $414M.
Which 401(k) plans are similar in size to Swedishamerican 401(k) Incentivesaver Plan? ▼
Among 401(k) plans in other states, the closest by assets is US Pack Services, LLC 401(k) Plan in FL ($12M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Swedishamerican 401(k) Incentivesaver Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M in assets).

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 363241458.

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.