401k Lookup

Swedishamerican Health System 401(k) and retirement plans

Swedishamerican Health System, Rockford, IL. EIN 36-3241458. Annual reports 2009–2024.

Swedishamerican Health System has 2 active retirement plans on file. The largest is the Swedishamerican 403(b) Incentivesaver Plan, with 6,012 participants and $402 million in assets in 2024. T. Rowe Price has been its recordkeeper since 2009. No traditional pension plan appears in Swedishamerican Health System's filings since 2009.

Active plans
2
Participants
6,175
Plan assets
$414 million
401(k) recordkeeper
T. Rowe Price
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

Swedishamerican 403(b) Incentivesaver Plan

403(b)Active

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

Plan number
004Employer EIN 36-3241458
Participants (2024)
6,012
Net assets (2024)
$402 million
Recordkeeper
T. Rowe Price2009–2024
Plan administrator
Swedishamerican Health System
1415 E. State Street, Suite 300
Rockford, IL 61104
(779) 696-7314As filed for 2024
In effect since
February 7, 1987
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20246,012$402 millionT. Rowe Price
20234,486$340 millionT. Rowe Price
20225,488$321 millionT. Rowe Price
20214,835$375 millionT. Rowe Price
20194,198$300 millionT. Rowe Price
20183,964$256 millionT. Rowe Price
20173,914$273 millionT. Rowe Price
20163,630$238 millionT. Rowe Price
20153,486$220 millionT. Rowe Price
20143,319$225 millionT. Rowe Price
20133,205$214 millionT. Rowe Price
20123,174$185 millionT. Rowe Price
20113,330$166 millionT. Rowe Price
20103,154$160 millionT. Rowe Price
20092,967$141 millionT. Rowe Price

Swedishamerican 401(k) Incentivesaver Plan

401(k)Active

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

Plan number
005Employer EIN 36-3241458
Participants (2024)
163
Net assets (2024)
$11.6 million
Recordkeeper
T. Rowe Price2009–2024
Plan administrator
Swedishamerican Health System
1415 E. State Street, Suite 300
Rockford, IL 61104
(779) 696-7314As filed for 2024
In effect since
January 1, 1987

Earlier plan names: Swedishamerican Health System 401(k) Incentivesaver Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024163$11.6 millionT. Rowe Price
2023172$16.3 millionT. Rowe Price
2022174$12.3 millionT. Rowe Price
2021177$15.5 millionT. Rowe Price
2019169$15.6 millionT. Rowe Price
2018168$15.3 millionT. Rowe Price
2017160$18.4 millionT. Rowe Price
2016151$18.0 millionT. Rowe Price
2015149$17.8 millionT. Rowe Price
2014155$19.8 millionT. Rowe Price
2013167$20.5 millionT. Rowe Price
2012163$19.3 millionT. Rowe Price
2011183$20.4 millionT. Rowe Price
2010178$21.9 millionT. Rowe Price
2009144$21.1 millionT. Rowe Price

If you had money in one of these plans

  1. Call T. Rowe Price (troweprice.com), which runs the Swedishamerican 403(b) Incentivesaver 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.
  2. Or call the plan administrator listed on the plan below ((779) 696-7314). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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

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

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