Plan5500

Rockford, IL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rockford, IL has 130 loaded benefit plan(s) reported by 72 plan sponsor(s), with $3,261,279,896 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
130
Plan sponsors
72
Latest filing year
2023

What stands out in Rockford

  • 130 loaded plans hold $3.3B in reported assets across 72 sponsors.
  • The largest, Mercy Health Corporation Employees Retirement Plan, holds 23% of reported Rockford plan assets.
  • Plans cover 87,655 participants — about 674 per plan.
  • 56% of loaded plans report full Schedule H/I financial statements.
  • 42% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3BSummed across loaded plans$3,282,707,809
Total reported assets$3.3B$3,261,279,896
Total reported participants87.7K87,655
Total reported liabilities$9.8M$9,801,952

Reported net position

Reported assets = net assets + liabilities (summed)$3.3B total assets
Net assets$3.3BLiabilities$9.8M
Contributions & income
Employer contributions$152.8M
Participant contributions$99.3M
Total income / additions$726.6M
Expenses & distributions
Benefits paid / distributions$415.6M
Total expenses$423.1M
Net increase / (decrease)$303.5M

Data coverage

Plans with financial statements73 / 130 (56%)
Plans with provider compensation54 / 130 (42%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rockford, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Rockford market comparison

Largest plan share of assets23%Mercy Health Corporation Employees Retirement Plan
Participants per plan674Average across loaded plans
Plan sponsors72
Ranked by reported assets

Largest loaded plans in Rockford

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mercy Health Corporation Employees Retirement Plan$736.6M
    Mercy Health Corporation · 2023
  2. 2
    Neca-Ibew Local 364 Defined Contribution Plan$467.8M
    Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund · 2023
  3. 3
    Swedishamerican 403(B) Incentivesaver Plan$339.8M
    Swedishamerican Health System · 2023
  4. 4
    Rockford Pipe Trades Industry Pension Fund$220.6M
    Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund · 2023
  5. 5
    Sheet Metal Workers Local 219 Retirement Savings Fund$183.6M
    Board Of Trustees - Sheet Metal Workers Local 219 R.S.P. · 2023
  6. 6
    Orthomidwest, Pllc 401(K) Retirement Plan$164.3M
    Orthomidwest, Pllc · 2023
  7. 7
    Rockford Health System Retirement Plan$145.5M
    Mercy Health Corporation · 2023
  8. 8
    Ingersoll Cutting Tool 401(K) Plan$102.8M
    Ingersoll Cutting Tool Company, Inc. · 2023
  9. 9
    Bergstrom Inc Profit Sharing And Employee Savings Plan$59.8M
    Bergstrom Inc · 2023
  10. 10
    Savant Capital, LLC 401(K) Plan$55.3M
    Savant Capital, LLC · 2023
  11. 11
    Rosecrance 401(K) Savings Plan$46M
    Rosecrance Health Network · 2023
  12. 12
    Rockford Pipe Trades Industry 401k Plan$43.6M
    Bd Of Trustees Of The Rockford Pipe Trades Industry 401k Plan · 2023
  13. 13
    Rockford University Retirement Savings Plan$35M
    Rockford University · 2023
  14. 14
    Plumbers & Pipefitters Local 23 U.A. Health & Welfare Fund$32.5M
    The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W · 2023
  15. 15
    Concentric Rockford Inc. Employees' Pension Plan$31.9M
    Concentric Rockford Inc. · 2023
  16. 16
    Foresight Financial Group, Inc. Employee Savings And Profit Sharing Plan$31.6M
    Foresight Financial Group, Inc. · 2023
  17. 17
    Construction Industry Welfare Fund Of Rockford Il$29.2M
    Trustees Of The Construction Industry Welfare Fund Of Rockford Illinoi · 2023
  18. 18
    Mte Employee Savings And Retirement Plan$29M
    Mechanical Tool & Engineering Co. · 2023
  19. 19
    J.L. Clark Employees Retirement Savings Plan$28.2M
    J.L. Clark, LLC · 2023
  20. 20
    Staff Management, Inc. Pooled Employer Plan$27.6M
    Staff Management, Inc. · 2023
  21. 21
    Rockford Gastroenterology Associates, Ltd. 401(K) Profit Sharing Plan$26.6M
    Rockford Gastroenterology Associates, Ltd. · 2023
  22. 22
    Cleo Communications Holding, LLC 401(K) Plan$25.8M
    Cleo Communications Holding, LLC · 2023
  23. 23
    Rockford Toolcraft, Inc. Retirement Plan$24.1M
    Rockford Toolcraft, Inc. · 2023
  24. 24
    Ac Johnston 401k Plan$23.9M
    Ac Johnston Ltd. · 2023
  25. 25
    Martin Automatic, Inc. 401(K) Plan$23.7M
    Martin Automatic, Inc. · 2023

Largest plans in Rockford → · Rockford plans by participants → · Rockford plans with financial data → · Rockford plans with provider compensation → · $1B+ plans in Rockford →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rockford, IL?
130 plan(s) reported by 72 sponsor(s) are loaded for Rockford, IL.

Related Form 5500 pages