Bon Secours Mercy Health 401(k) and pension plans

Bon Secours Mercy Health, Inc., Blue Ash, OH. EIN 52-1301088. Annual reports 2009–2025. Also filed as Bon Secours Health System, Inc.; Laurel Lake Retirement Community, Inc.; Catholic Health Partners; Mercy Health.

Bon Secours Mercy Health, Inc. has 3 active retirement plans on file. The largest is the Mercy Health Retirement Savings Plan 403B, with 1,298 participants and $68.2 million in assets in 2024. Fidelity is its recordkeeper.

Active plans: 3
Participants: 7,858
Plan assets: $358 million
401(k) recordkeeper: Fidelity
Plans on file: 6
Industry: Health care

All 6 plans

Active plans first

Mercy Health Retirement Savings Plan 403B

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 025Employer EIN 52-1301088
Participants (2024): 1,298
Net assets (2024): $68.2 million
Recordkeeper: FidelityEarlier: Empower (2023), Fidelity (2022), Empower (2021), Fidelity (2015–2020), MassMutual (2014), Fidelity (2012–2013), Metropolitan Life Insurance (2011), Schwab (2010), Valic Retirement Services (2009)
Plan administrator: Bon Secours Mercy Health Retirement Plan Committee
4600 Mcauley Place, Suite 100
Blue Ash, OH 45242
(513) 639-0333As filed for 2024
In effect since: January 1, 2002

Earlier sponsors: Bon Secours Health System, Inc. (2009–2010); Laurel Lake Retirement Community, Inc. (2011–2023); Catholic Health Partners (2012–2013); Mercy Health (2015–2018).

Earlier plan names: Bon Secours ST. Francis Health System Employees 401(k) Plan; Laurel Lake Retirement Community, Inc. Section 403(b) Retirement Plan; CHP Retirement Savings Plan 403B.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,298	$68.2 million	Fidelity
2023	232	$4.7 million	Empower
2022	1,742	$64.7 million	Fidelity
2021	271	$5.2 million	Empower
2020	2,181	$81.5 million	Fidelity
2019	2,583	$79.7 million	Fidelity
2018	2,322	$62.0 million	Fidelity
2017	2,105	$56.2 million	Fidelity
2016	2,147	$34.9 million	Fidelity
2015	2,333	$25.7 million	Fidelity
2014	331	$3.3 million	MassMutual
2013	2,451	$12.9 million	Fidelity
2012	550	$3.1 million	Fidelity
2011	520	$2.7 million	Metropolitan Life Insurance
2010	880	$11.1 million	Schwab
2009	909	$10.4 million	Valic Retirement Services

Community Hospital Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 033Employer EIN 52-1301088
Participants (2024): 0
Net assets (2024): $1.3 million
Last listed administrator: Conduent2011–2019
Plan administrator: Bon Secours Mercy Health Retirement Plan Committee
4600 Mcauley Place, Suite 100
Blue Ash, OH 45242
(513) 952-5000As filed for 2024
In effect since: July 18, 1966

Earlier sponsors: Community Mercy Health Partners (2009–2012); Catholic Health Partners (2013); Mercy Health (2014–2019).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$1.3 million	not listed
2023	0	$1.2 million	not listed
2022	0	$1.2 million	not listed
2021	0	$1.3 million	not listed
2020	0	$1.3 million	not listed
2019	0	$1.3 million	Conduent
2018	746	$35.8 million	Conduent
2017	778	$42.3 million	Conduent
2016	854	$40.5 million	Conduent
2015	912	$40.4 million	Conduent
2014	969	$42.4 million	Conduent
2013	1,031	$44.2 million	Conduent
2012	1,072	$33.0 million	Conduent
2011	1,094	$28.6 million	Conduent
2010	1,143	$30.7 million	not listed
2009	1,186	$29.3 million	not listed

Bon Secours Mercy Health Retirement Savings Plan 401

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 024Employer EIN 52-1301088
Participants (2023): 6,560
Net assets (2023): $288 million
Recordkeeper: FidelityEarlier: Transamerica (2009–2011)
Plan administrator: Bon Secours Mercy Health Retirement Plan Committee
1701 Mercy Health Place
Cincinnati, OH 45237
(513) 639-0333As filed for 2023
In effect since: January 1, 2001

Plans merged into this one: Retirement Plan of Bon Secours Health System, Inc. (2020).

Earlier sponsors: New Vision Medical Laboratories, LLC (2009–2011); Catholic Health Partners (2012–2013); Mercy Health (2014–2018).

Earlier plan names: New Vision Medical Laboratories Retirement Plan; CHP Retirement Savings Plan 401; Mercy Health Retirement Savings Plan 401.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	6,560	$288 million	Fidelity
2022	7,129	$267 million	Fidelity
2021	5,723	$241 million	Fidelity
2020	6,092	$221 million	Fidelity
2019	2,807	$80.0 million	Fidelity
2018	2,952	$72.3 million	Fidelity
2017	3,338	$81.3 million	Fidelity
2016	3,394	$74.9 million	Fidelity
2015	3,064	$73.6 million	Fidelity
2014	3,338	$81.9 million	Fidelity
2013	3,646	$83.9 million	Fidelity
2012	4,518	$68.3 million	Fidelity
2011	207	$4.6 million	Transamerica
2010	206	$4.4 million	Transamerica
2009	207	$3.6 million	Transamerica

Liberty Health System, Inc. Pension Plan

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2025, which means its assets were paid out or moved and it no longer exists.

Plan number: 012Employer EIN 52-1301088
Participants (2021): 656
Net assets (2021): $25.1 million
Last listed administrator: Transamerica2010–2020
Plan administrator: Bon Secours Mercy Health Retirement Plan Committee
4600 Mcauley Place, Suite 100
Blue Ash, OH 45242
(513) 952-5000As filed for 2025
In effect since: September 1, 1969

Earlier sponsor: Bon Secours Health System, Inc. (2009–2018).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	0	$0	not listed
2024	0	$352,515	not listed
2023	0	$348,610	not listed
2022	0	$308,499	not listed
2021	656	$25.1 million	not listed
2020	691	$26.3 million	Transamerica
2019	702	$24.9 million	not listed
2018	730	$22.7 million	not listed
2017	744	$24.3 million	not listed
2016	749	$21.7 million	not listed
2015	778	$21.8 million	not listed
2014	809	$23.3 million	not listed
2013	825	$22.7 million	not listed
2012	857	$19.7 million	Transamerica
2011	883	$17.7 million	Transamerica
2010	914	$17.9 million	Transamerica
2009	914	$16.5 million	not listed

Retirement Income Plan for Employees of Warren General Hospital

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2022, which means its assets were paid out or moved and it no longer exists.

Plan number: 034Employer EIN 52-1301088
Participants (2018): 649
Net assets (2018): $18.6 million
Last listed administrator: Conduent2011–2019
Plan administrator: Bon Secours Mercy Health Retirement Plan Committee
1701 Mercy Health Place
Cincinnati, OH 45237
(513) 952-5000As filed for 2022
In effect since: May 1, 1968

Earlier sponsors: Humility of Mary Health Partners (2009–2012); Catholic Health Partners (2013); Mercy Health (2014–2019).

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	0	$289,490	not listed
2020	0	$289,366	not listed
2019	0	$277,091	Conduent
2018	649	$18.6 million	Conduent
2017	657	$20.9 million	Conduent
2016	681	$19.6 million	Conduent
2015	689	$19.1 million	Conduent
2014	699	$19.0 million	Conduent
2013	705	$19.1 million	Conduent
2012	718	$15.1 million	Conduent
2011	741	$14.3 million	Conduent
2010	751	$13.8 million	not listed
2009	751	$11.9 million	not listed

Retirement Plan of Bon Secours Health System, Inc.

401(k)Merged

Merged. In 2020 its assets moved to the Mercy Health Retirement Savings Plan 401, sponsored by Bon Secours Mercy Health, Inc. (EIN 52-1301088, plan 024). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 52-1301088
Participants (2019): 2,363
Net assets (2019): $126 million
Recordkeeper: FidelityEarlier: Lincoln Financial (2013), Nationwide (2012), Lincoln Financial (2011), Valic Retirement Services (2009–2010)
Plan administrator: Bon Secours Health System, Inc.
1701 Mercy Health Place
Cincinnati, OH 45237
(410) 442-5511As filed for 2020
In effect since: January 1, 1993

Year by year, 2009 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	Fidelity
2019	2,363	$126 million	Fidelity
2018	5,824	$107 million	Fidelity
2017	5,216	$118 million	Fidelity
2016	5,481	$106 million	Fidelity
2015	5,792	$103 million	Fidelity
2014	6,413	$109 million	Fidelity
2013	8,380	$118 million	Lincoln Financial
2012	9,619	$107 million	Nationwide
2011	9,991	$41.2 million	Lincoln Financial
2010	1,279	$11.7 million	Valic Retirement Services
2009	1,200	$9.5 million	Valic Retirement Services

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Bon Secours Mercy Health Retirement Savings Plan 401. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((513) 639-0333). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.