Find an old Mercy Health 401(k)
Rockford Health System Retirement Plan
Mercy Health Corporation · Plan 002 · EIN 47-2158680 · Rockford, IL
| Plan administrator | Mercy Health Corporation 3401 N. Perryville Road, Suite 303, Rockford, IL 61114 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 825 separated participants still had money in the plan | Form 5500 ↗ |
Mercy Health Corporation Employees Retirement Plan
Mercy Health Corporation · Plan 003 · EIN 47-2158680 · Rockford, IL
| Plan administrator | Mercy Health Corporation 3401 N. Perryville Road, Suite 303, Rockford, IL 61114 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 5,303 separated participants still had money in the plan | Form 5500 ↗ |
Rockford Health System Fixed Contribution Plan
Mercy Health Corporation · Plan 004 · EIN 47-2158680 · Rockford, IL
| Plan administrator | Mercy Health Corporation 3401 N. Perryville Road, Suite 303, Rockford, IL 61114 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Rockford Memorial Hospital Supplemental Pension Plan
Mercy Health Corporation · Plan 005 · EIN 47-2158680 · Rockford, IL
| Plan administrator | Mercy Health Corporation 3401 N. Perryville Road, Suite 303, Rockford, IL 61114 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Rockford Health System Basic Pension Plan
Mercy Health Corporation · Plan 001 · EIN 47-2158680 · Rockford, IL
| Plan administrator | Mercy Health Corporation 3401 N. Perryville Road, Suite 303, Rockford, IL 61114 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Mercy Health 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Mercy Health 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Mercy Health Corporation, (608) 756-6804. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.
What is the Mercy Health 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (608) 756-6804.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Mercy Health and does not hold accounts. Not financial advice. Report a correction