Other · DOL Form 5500 · 2024
Mercy Health Corporation Retirement Plan
Data updated 2026-08-11
- $828M
- Total assets
- 6,868
- Participants
- 98th
- Percentile by assets
- $120,517
- Avg per participant
Official DOL plan name: Mercy Health Corporation Employees Retirement Plan · Sponsored by Mercy Health Corporation · Illinois · Healthcare & Social Assistance
$828M in assets, 6,868 participants
Mercy Health Corporation's Mercy Health Corporation Employees Retirement Plan reported $828M in total assets and 6,868 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #16,619 in Healthcare & Social Assistance (16,916 peers)
Coverage in Illinois
Mercy Health Corporation Employees Retirement Plan covers 6,868 participants in Illinois, 8.8x the typical Illinois plan (state average ~779 per filing). Assets: $828M.
- $828M
- total plan assets (2024 EOY)
- 6,868
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $120,517
- avg assets per participant
Where Mercy Health Corporation Employees Retirement Plan sits by total assets
Mercy Health Corporation Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$827,710,557 Top 2% higher than 98% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mercy Health Corporation Employees Retirement Plan reported net income rose from $30M in the plan year 2023 filing to $91M in the plan year 2024 filing.
- Mercy Health Corporation Employees Retirement Plan end-of-year assets rose from $737M in the plan year 2023 filing to $828M in the plan year 2024 filing.
- Mercy Health Corporation Employees Retirement Plan reported participants fell from 7,387 in the plan year 2023 filing to 6,868 in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Mercy Health Corporation Employees Retirement Plan reports 6,868 participants - 8.8x that state average ($828M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $737M |
|---|---|
| Net Assets (End of Year) | $828M |
| Net Income | $91M |
| Employer EIN | 472158680 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mercy Health Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 9,477 | $879M |
| 2023 | 5 | 10,071 | $882M |
| 2024 | 2 | 7,845 | $976M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Mercy Health Corporation Employees Retirement Plan vs. nearby Other plans in Illinois, assets vs. participants
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Scale composition for Mercy Health Corporation Employees Retirement Plan
Mercy Health Corporation Employees Retirement Plan reports $828M in end-of-year assets across 6,868 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $120,517 per participant (87% of the national average assets-per-participant) . Net income for plan year 2024 was $91M.
This plan identity (EIN 472158680, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $707M to $828M (+17.1%) while covered participants moved from 6,181 to 6,868 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,181 | $707M | Open filing |
| 2023 | 7,387 | $737M | Open filing |
| 2024 · index core | 6,868 | $828M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Rockford Health System Retirement Plan (401(k), $148M, 977 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mercy Health Corporation Employees Retirement Plan by total assets, not by location.
- Carilion Clinic 403(b) Retirement Savings Plan (VA) $822M · 13,296
- Rady Children's Hospital- San Diego 403(b) Plan (CA) $820M · 5,957
- Midmichigan Health 403b Savings Plan (MI) $818M · 8,042
- University of the Pacific Defined Contribution Plan (CA) $839M · 3,107
Frequently Asked Questions
How did Mercy Health Corporation Employees Retirement Plan assets move in 2024? ▼
How have Mercy Health Corporation plan assets changed over time? ▼
Where does Mercy Health Corporation Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Mercy Health Corporation Employees Retirement Plan? ▼
Next read for Mercy Health Corporation Employees Retir…
Filing takeaways
Ways to act on Mercy Health Corporation Employees Retirement Plan's numbers.
- By total assets, Mercy Health Corporation Employees Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Mercy Health Corporation's sponsor-wide assets have grown 11.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans