Mercy Health 401(k) and pension plans

Mercy Health Corporation, Rockford, IL. EIN 47-2158680. Annual reports 2009–2024. Also filed as Rockford Health System; Mercy Health System Corp.

Mercy Health Corporation has 2 active retirement plans on file. The largest is the Mercy Health Corporation Employees Retirement Plan, with 12,559 participants and $828 million in assets in 2024. Empower has been its recordkeeper since 2023.

Active plans: 2
Participants: 14,329
Plan assets: $976 million
401(k) recordkeeper: Empower
Plans on file: 6
Industry: Health care

All 6 plans

Active plans first

Mercy Health Corporation Employees Retirement Plan

403(b)Active

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

Plan number: 003Employer EIN 47-2158680
Participants (2024): 12,559
Net assets (2024): $828 million
Recordkeeper: EmpowerEarlier: Fidelity (2017)
Plan administrator: Mercy Health Corporation
3401 N. Perryville Road, Suite 303
Rockford, IL 61114
(608) 756-6804As filed for 2024
In effect since: July 1, 1991

Plans merged into this one: Rockford Health System Code 403(b) Plan (2017).

Earlier sponsor: Mercy Health System Corp. (2009–2016).

Earlier plan names: Mercy Health System Employees Matched Savings Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,559	$828 million	Empower
2023	12,559	$737 million	Empower
2022	12,071	$707 million	not listed
2021	11,676	$841 million	not listed
2020	11,544	$743 million	not listed
2019	11,740	$625 million	not listed
2018	11,006	$492 million	not listed
2017	9,853	$482 million	Fidelity
2016	4,007	$232 million	not listed
2015	3,257	$214 million	not listed
2014	3,161	$204 million	not listed
2013	2,495	$189 million	not listed
2012	2,133	$152 million	not listed
2011	3,029	$129 million	not listed
2010	2,323	$123 million	not listed
2009	2,893	$102 million	not listed

Rockford Health System Retirement Plan

401(k)Active

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

Plan number: 002Employer EIN 47-2158680
Participants (2024): 1,770
Net assets (2024): $148 million
Recordkeeper: EmpowerEarlier: Fidelity (2009–2017)
Plan administrator: Mercy Health Corporation
3401 N. Perryville Road, Suite 303
Rockford, IL 61114
(608) 756-6804As filed for 2024
In effect since: April 28, 1994

Plans merged into this one: Rockford Health System Fixed Contribution Plan (2023); Rockford Memorial Hospital Supplemental Pension Plan (2023).

Earlier sponsor: Rockford Health System (2009–2015).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,770	$148 million	Empower
2023	1,980	$145 million	Empower
2022	2,559	$112 million	not listed
2021	2,744	$151 million	not listed
2020	3,056	$142 million	not listed
2019	3,350	$130 million	not listed
2018	3,733	$114 million	not listed
2017	4,286	$129 million	Fidelity
2016	4,865	$121 million	Fidelity
2015	4,591	$117 million	Fidelity
2014	4,498	$114 million	Fidelity
2013	4,405	$106 million	Fidelity
2012	4,354	$86.5 million	Fidelity
2011	4,206	$76.5 million	Fidelity
2010	4,123	$77.5 million	Fidelity
2009	4,037	$66.0 million	Fidelity

Rockford Health System Basic Pension Plan

Pension (defined benefit)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 47-2158680
Participants (2022): 479
Net assets (2022): $22.0 million
Plan administrator: Mercy Health Corporation
3401 N. Perryville Road, Suite 303
Rockford, IL 61114
(608) 756-6804As filed for 2024
In effect since: January 1, 1969

Earlier sponsor: Rockford Health System (2009–2015).

Earlier plan names: Rockford Memorial Hospital Basic Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	0	$213,533	not listed
2022	479	$22.0 million	not listed
2021	1,145	$68.1 million	not listed
2020	1,274	$74.6 million	not listed
2019	1,524	$74.2 million	not listed
2018	1,639	$69.7 million	not listed
2017	1,733	$77.6 million	not listed
2016	1,811	$78.3 million	not listed
2015	1,898	$79.7 million	not listed
2014	1,974	$77.4 million	not listed
2013	2,084	$77.7 million	not listed
2012	2,223	$67.8 million	not listed
2011	2,305	$62.4 million	not listed
2010	2,454	$67.0 million	not listed
2009	2,603	$56.0 million	not listed

Rockford Health System Fixed Contribution Plan

Profit-sharing planMerged

Merged. In 2023 its assets moved to the Rockford Health System Retirement Plan, sponsored by Mercy Health Corporation (EIN 47-2158680, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 47-2158680
Participants (2022): 1,661
Net assets (2022): $30.5 million
Last listed recordkeeper: Fidelity2009–2017
Plan administrator: Mercy Health Corporation
3401 N. Perryville Road, Suite 303
Rockford, IL 61114
(608) 756-6804As filed for 2023
In effect since: January 1, 2004

Earlier sponsor: Rockford Health System (2009–2015).

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	1,661	$30.5 million	not listed
2021	1,803	$38.7 million	not listed
2020	2,004	$36.9 million	not listed
2019	2,210	$33.8 million	not listed
2018	2,450	$29.9 million	not listed
2017	2,704	$33.6 million	Fidelity
2016	3,225	$31.1 million	Fidelity
2015	2,821	$27.4 million	Fidelity
2014	2,847	$25.3 million	Fidelity
2013	3,183	$21.5 million	Fidelity
2012	3,099	$15.8 million	Fidelity
2011	2,011	$11.6 million	Fidelity
2010	1,476	$10.3 million	Fidelity
2009	1,278	$7.7 million	Fidelity

Rockford Memorial Hospital Supplemental Pension Plan

Profit-sharing planMerged

Plan number: 005Employer EIN 47-2158680
Participants (2022): 211
Net assets (2022): $7.2 million
Last listed recordkeeper: Fidelity2017
Plan administrator: Mercy Health Corporation
3401 N. Perryville Road, Suite 303
Rockford, IL 61114
(608) 756-6804As filed for 2023
In effect since: January 1, 1969

Year by year, 2017 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	211	$7.2 million	not listed
2021	236	$10.6 million	not listed
2020	262	$10.2 million	not listed
2019	289	$10.1 million	not listed
2018	308	$9.4 million	not listed
2017	348	$11.7 million	Fidelity

Rockford Health System Code 403(b) Plan

403(b)Merged

Merged. In 2017 its assets moved to the Mercy Health Corporation Employees Retirement Plan, sponsored by Mercy Health Corporation (EIN 47-2158680, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 006Employer EIN 47-2158680
Participants (2016): 5,077
Net assets (2016): $170 million
Recordkeeper: Fidelity2010–2017
Plan administrator: Mercy Health Corporation
3401 N. Perryville Road, Suite 303
Rockford, IL 61114
(608) 756-6804As filed for 2017
In effect since: April 28, 1994

Earlier sponsor: Rockford Health System (2009–2015).

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Fidelity
2016	5,077	$170 million	Fidelity
2015	4,612	$170 million	Fidelity
2014	4,447	$168 million	Fidelity
2013	4,374	$158 million	Fidelity
2012	4,118	$129 million	Fidelity
2011	4,145	$112 million	Fidelity
2010	3,895	$112 million	Fidelity
2009	4,446	$94.2 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Mercy Health Corporation Employees Retirement Plan. 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 ((608) 756-6804). 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.

All 6 plans

Mercy Health Corporation Employees Retirement Plan

Rockford Health System Retirement Plan

Rockford Health System Basic Pension Plan

Rockford Health System Fixed Contribution Plan

Rockford Memorial Hospital Supplemental Pension Plan

Rockford Health System Code 403(b) Plan

If you had money in one of these plans

What these numbers are

Other health care employers in IL