Other · DOL Form 5500 · 2024

Freeport Health Network Retirement Plan

Data updated 2026-08-25

$158M
Total assets Near avg plan size
1,038
Participants Near avg headcount
93rd
Percentile by assets National rank
$152,633
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fhn Matching Tax Deferred Annuity Plan · Sponsored by Freeport Health Network · Illinois · Healthcare & Social Assistance

$158M in assets, 1,038 participants

Freeport Health Network's Fhn Matching Tax Deferred Annuity Plan reported $158M in total assets and 1,038 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,897 in Healthcare & Social Assistance (16,916 peers)

Where Fhn Matching Tax Deferred Annuity Plan sits by assets

Fhn Matching Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $158M for 1,038 participants (~$152,633/participant), up 10.7% in 2024.

#15,897
in Healthcare & Social Assistance (16,916 peers)
+10.7%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Fhn Matching Tax Deferred Annuity Plan's outsized position by total assets

Fhn Matching Tax Deferred Annuity Plan vs every filed plan by assets

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

$158,432,560 Top 7% higher than 93% 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

Fhn Matching Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fhn Matching Tax Deferred Annuity Plan lands in the large band (1,038 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fhn Matching Tax Deferred Annuity Plan reported net income fell from $20M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Fhn Matching Tax Deferred Annuity Plan end-of-year assets rose from $143M in the plan year 2023 filing to $158M in the plan year 2024 filing.
  • Fhn Matching Tax Deferred Annuity Plan reported participants rose from 1,021 in the plan year 2023 filing to 1,038 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363290904 · Freeport Health Network PY 2024 · Other

Fhn Matching Tax Deferred Annuity Plan · $158M · 1,038 · 93rd

  • EBSA $158M
  • PART 1,038
  • TYPE 93rd
  • NET Other
  • BOOK near The Navigators Basic Retirement Plan
  • VS-ST ind #15897

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 →

Fhn Matching Tax Deferred Annuity Plan in the asset neighbourhood

Susquehanna University Retirement PlanSusquehanna University Retir…$159MThe Navigators Basic Retirement PlanThe Navigators Basic Retirem…$159MFhn Matching Tax Deferred Annuity PlanFhn Matching Tax Deferred An…$158MGenesis Healthcare System Tda Thrift PlanGenesis Healthcare System Td…$158MMary Free Bed Rehabilitation Hospital 403(b) PlanMary Free Bed Rehabilitation…$158M
End-of-year total assets ($M) among Fhn Matching Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$158M
Net Income$15M
Employer EIN363290904
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freeport Health Network)

Sponsor-wide plan assets over time

All Freeport Health Network plans reported in each filing year

Latest sponsor-wide plan assets
$158M 28.251572691574765% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $124M $158M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 1,024 $124M
2023 1 1,021 $143M
2024 1 1,038 $158M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Fhn Matching Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Fhn Matching Tax Deferred Annuity Plan, Total assets ($B): 0.15843256 · Participants: 1038Fhn Matching Tax Deferred Annuity PlanNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
Fhn Matching Tax Deferred Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Fhn Matching Tax Deferred Annuity Plan side-by-side with 3 peers →

Fhn Matching Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is The Navigators Basic Retirement Plan in CO ($159M); by covered participants it is Gaudenzia 403b Plan in PA (1,040 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($158M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,038 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 Fhn Matching Tax Deferred Annuity Plan assets move in 2024? ▼
Fhn Matching Tax Deferred Annuity Plan grew at a solid clip - up 10.7% during 2024, from $143M to $158M. Reported net income was $15M.
How have Freeport Health Network plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freeport Health Network's sponsor-wide assets grew 28.3%, from $124M to $158M.
Where does Fhn Matching Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Fhn Matching Tax Deferred Annuity Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Fhn Matching Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Navigators Basic Retirement Plan in CO ($159M, 1,525 participants).
Which Other plans cover a similar participant headcount to Fhn Matching Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Gaudenzia 403b Plan in PA (1,040 participants, $20M 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 363290904.

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.