Defined Benefit (Pension) · DOL Form 5500 · 2024

Bon Secours Mercy Health, Inc. Pension Plan

Data updated 2026-08-25

$353K
Total assets Small plan by assets
N/A
Participants Small participant base
15th
Percentile by assets National rank
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Official DOL plan name: Liberty Health System, Inc. Pension Plan · Sponsored by Bon Secours Mercy Health, Inc. · Ohio · Healthcare & Social Assistance

$353K in assets, N/A participants

Bon Secours Mercy Health, Inc.'s Liberty Health System, Inc. Pension Plan reported $353K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,781 in Healthcare & Social Assistance (16,916 peers)

Bon Secours Mercy Health, Inc. multi-year trail

Bon Secours Mercy Health, Inc.'s plans moved -79.1% in assets from 2022 to 2024; this filing shows Liberty Health System, Inc. Pension Plan at $353K / N/A participants.

#1,781
in Healthcare & Social Assistance (16,916 peers)
+1.1%
assets growth YoY

Liberty Health System, Inc. Pension Plan among the smaller filed plans by assets

Liberty Health System, Inc. Pension Plan vs every filed plan by assets

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

$352,515 15th percentile higher than 15% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Liberty Health System, Inc. Pension Plan reported net income fell from $40K in the plan year 2023 filing to $4K in the plan year 2024 filing.
  • Liberty Health System, Inc. Pension Plan end-of-year assets rose from $349K in the plan year 2023 filing to $353K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 521301088 · Bon Secours Mercy Health, Inc. PY 2024 · Defined Benefit (Pension)

Liberty Health System, Inc. Pension Plan · $353K · N/A · 15th

  • PCT $353K
  • PCT N/A
  • PCT 15th
  • PCT Defined Benefit (Pension)
  • PCT near The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan
  • PCT ind #1781

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 Ohio →

Liberty Health System, Inc. Pension Plan in the asset neighbourhood

Compass Workforce Solutions, LLC Cash Balance PlanCompass Workforce Solutions,…$369KKelly Underwriting Services, LLC Cash Balance PlanKelly Underwriting Services,…$370KLiberty Health System, Inc. Pension PlanLiberty Health System, Inc. …$353KThe Eisenberg Group, a. C. Cpas Cash Balance Pension PlanThe Eisenberg Group, a. C. C…$346KCore Development Company, LLC Defined Benefit Pension PlanCore Development Company, LL…$340K
End-of-year total assets ($M) among Liberty Health System, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Bon Secours Mercy Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bon Secours Mercy Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 79.08177502772496% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $334M $69.8M ▼ -79.1%
Year Plans Participants Total Assets
2022 5 4,761 $334M
2023 4 5,430 $359M
2024 3 902 $70M

Bon Secours Mercy Health, Inc. filing trail (2024)

Total Assets (Beginning of Year)$349K
Net Assets (End of Year)$353K
Net Income$4K
Employer EIN521301088
Plan Effective Date1969-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Liberty Health System, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Liberty Health System, Inc. Pension Plan, Total assets ($B): 0.000352515 · Participants: 0Liberty Health System, Inc. Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Liberty Health System, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Liberty Health System, Inc. Pension Plan side-by-side with 3 peers →

Liberty Health System, Inc. Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan in CA at $346K (this filing: $353K).

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 Liberty Health System, Inc. Pension Plan assets move in 2024? ▼
Liberty Health System, Inc. Pension Plan edged up modestly - up 1.1% during 2024, from $349K to $353K. Reported net income was $4K.
How have Bon Secours Mercy Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bon Secours Mercy Health, Inc.'s sponsor-wide assets declined 79.1%, from $334M to $70M.
Where does Liberty Health System, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Liberty Health System, Inc. Pension Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Liberty Health System, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Eisenberg Group, a. C. Cpas Cash Balance Pension Plan in CA ($346K, 4 participants).

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 521301088.

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.