401(k) · DOL Form 5500 · 2024
Mercy Health Corporation 401(k) Plan
Data updated 2026-08-25
- $148M
- Total assets Near avg plan size
- 977
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $151,346
- Avg per participant Above avg balance/head
Official DOL plan name: Rockford Health System Retirement Plan · Sponsored by Mercy Health Corporation · Illinois · Healthcare & Social Assistance
$148M in assets, 977 participants
Mercy Health Corporation's Rockford Health System Retirement Plan reported $148M in total assets and 977 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.
- #15,855 in Healthcare & Social Assistance (16,916 peers)
Where Rockford Health System Retirement Plan sits by assets
Rockford Health System Retirement Plan sits in the top 10% of all filed plans by assets, $148M for 977 participants (~$151,346/participant), up 1.6% in 2024.
- #15,855
- in Healthcare & Social Assistance (16,916 peers)
- +1.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Rockford Health System Retirement Plan's outsized position by total assets
Rockford Health System Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$147,865,417 Top 7% higher than 93% 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
Rockford Health System Retirement Plan 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. Rockford Health System Retirement Plan sits mid-pack in the medium band (977 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rockford Health System Retirement Plan reported net income rose from -$9M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Rockford Health System Retirement Plan reported participants fell from 1,458 in the plan year 2023 filing to 977 in the plan year 2024 filing.
- Rockford Health System Retirement Plan end-of-year assets rose from $145M in the plan year 2023 filing to $148M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 472158680 · Mercy Health Corporation PY 2024 · 401(k)
Rockford Health System Retirement Plan · $148M · 977 · 93rd
- BOOK $148M
- BOOK 977
- BOOK 93rd
- BOOK 401(k)
- BOOK near Mestek, Inc. 401(k) & Profit Sharing Plan
- BOOK ind #15855
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 →
Rockford Health System Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $2M |
| Employer EIN | 472158680 |
| Plan Effective Date | 1994-04-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercy Health Corporation)
Sponsor-wide plan assets over time
All Mercy Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $976M 11.035846392960298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 9,477 | $879M |
| 2023 | 5 | 10,071 | $882M |
| 2024 | 2 | 7,845 | $976M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Rockford Health System Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mestek, Inc. 401(k) & Profit Sharing Plan in MA ($148M); by covered participants it is Third Federal 401(k) Savings Plan in OH (977 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($148M here).
Similar participant headcount
Nearest other-state filings by covered participants (977 participants); asset peers above are excluded.
- Third Federal 401(k) Savings Plan (OH) 977 · 0 off
- Frank Liquor Company, Inc. 401(k) Plan (WI) 977 · 0 off
- Community Brands 401(k) Plan (FL) 977 · 0 off
- Slp Tacer 401(k) Plan (CA) 977 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.