Mercy Health 401(k) match, vesting and fees
What Mercy Health's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Mercy Health: employer contribution per participant | — | |
| Peer median | $1,358 |
| Mercy Health: average balance | $84,591 | |
| Peer median | $44,442 |
| Mercy Health: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $151M at the end of plan year 2021 to $148M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,770 | $148M | — | — | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,980 | $145M | — | — | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 2,559 | $112M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 2,744 | $151M | — | — | <0.01% | Not published | Form 5500 ↗ |
Other Mercy Health plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mercy Health Corporation Employees Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Rockford Health System Fixed Contribution Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Rockford Memorial Hospital Supplemental Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Rockford Health System Basic Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Mercy Health match 401(k) contributions?
The match terms for the Rockford Health System Retirement Plan have not been published from its filing yet.
When is the Mercy Health 401(k) match vested?
The vesting schedule for the Rockford Health System Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mercy Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Mercy Health Corporation.
I left Mercy Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mercy Health Corporation, (608) 756-6804) or the recordkeeper, Empower Annuity Insurance Company. The Mercy Health old 401(k) page lists the contacts from every plan filing. Find an old Mercy Health 401(k)
Data from the public Form 5500 annual reports Mercy Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mercy Health. Not financial advice. Report a correction · Methodology