Profit Sharing · DOL Form 5500 · 2024
Bon Secours Mercy Health, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $68M
- Total assets
- 902
- Participants
- 87th
- Percentile by assets
- $75,611
- Avg per participant
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.
- 87th percentile by assets (of 116,472 plans)
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.
- $68M
- total plan assets (2024 EOY)
- 902
- covered participants
- 87th
- percentile by assets (of 116,472 plans)
- $75,611
- avg assets per participant
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.
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.
Mercy Health Retirement Savings Plan 403b vs the 2024 asset distribution
By assets, Mercy Health Retirement Savings Plan 403b outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).
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.)
| 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.
Mercy Health Retirement Savings Plan 403b vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Mercy Health Retirement Savings Plan 403b by total assets, not by location.
Frequently Asked Questions
How did Mercy Health Retirement Savings Plan 403b assets move in 2024? ▼
How have Bon Secours Mercy Health, Inc. plan assets changed over time? ▼
Where does Mercy Health Retirement Savings Plan 403b rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Mercy Health Retirement Savings Plan 403b? ▼
Next read for Mercy Health Retirement Savings Plan 403…
Scale reading
Ways to act on Mercy Health Retirement Savings Plan 403b's numbers.
- By total assets, Mercy Health Retirement Savings Plan 403b ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Bon Secours Mercy Health, Inc.'s sponsor-wide assets have declined 79.1% 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 521301088.
Read our methodology - how this data is sourced, computed, and verified.