Profit Sharing · DOL Form 5500 · 2024
Bon Secours Mercy Health, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 902
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $75,611
- Avg per participant Below avg balance/head
Official DOL plan name: Mercy Health Retirement Savings Plan 403b · Sponsored by Bon Secours Mercy Health, Inc. · Ohio · Healthcare & Social Assistance
$68M in assets, 902 participants
Bon Secours Mercy Health, Inc.'s Mercy Health Retirement Savings Plan 403b reported $68M in total assets and 902 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #15,067 in Healthcare & Social Assistance (16,916 peers)
Where Mercy Health Retirement Savings Plan 403b sits by assets
Mercy Health Retirement Savings Plan 403b sits in the top quartile of all filed plans by assets, $68M for 902 participants (~$75,611/participant), down 1.4% in 2024.
- #15,067
- in Healthcare & Social Assistance (16,916 peers)
- -1.4%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $991K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mercy Health Retirement Savings Plan 403b's outsized position by total assets
Mercy Health Retirement Savings Plan 403b vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,200,897 Top 13% higher than 87% 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
Mercy Health Retirement Savings Plan 403b among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mercy Health Retirement Savings Plan 403b sits mid-pack in the medium band (902 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mercy Health Retirement Savings Plan 403b reported net income fell from $4M in the plan year 2023 filing to -$991K in the plan year 2024 filing.
- Mercy Health Retirement Savings Plan 403b reported participants fell from 1,142 in the plan year 2023 filing to 902 in the plan year 2024 filing.
- Mercy Health Retirement Savings Plan 403b end-of-year assets fell from $69M in the plan year 2023 filing to $68M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 521301088 · Bon Secours Mercy Health, Inc. PY 2024 · Profit Sharing
Mercy Health Retirement Savings Plan 403b · $68M · 902 · 87th
- EIN $68M
- EIN 902
- EIN 87th
- EIN Profit Sharing
- EIN near Williams & Connolly LLP Profit Sharing Plan for Secretarial and Certain Other Specified Employees
- EIN ind #15067
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 →
Mercy Health Retirement Savings Plan 403b in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$991K |
| Employer EIN | 521301088 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bon Secours Mercy Health, Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 4,761 | $334M |
| 2023 | 4 | 5,430 | $359M |
| 2024 | 3 | 902 | $70M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Mercy Health Retirement Savings Plan 403b's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Williams & Connolly LLP Profit Sharing Plan for Secretarial and Certain Other Specified Employees in DC ($68M); by covered participants it is Iron Workers Local Union No. 404 Annuity Fund in PA (899 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
Similar participant headcount
Nearest other-state filings by covered participants (902 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.