Filings through Oct 24, 2026.

Retirement plan

Bon Secours Mercy Health Retirement Savings Plan 401

Name: BON SECOURS MERCY HEALTH, INC. - BON SECOURS MERCY HEALTH RETIREMENT SAVINGS PLAN 401 (2025) Form 5500
Creator: BON SECOURS MERCY HEALTH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BON SECOURS MERCY HEALTH RETIREMENT SAVINGS PLAN 401, BON SECOURS MERCY HEALTH, INC.

Bon Secours Mercy Health, Inc.EIN 52-1301088Plan #024PY 2025

4600 MCAULEY PLACE, SUITE 100 - BLUE ASH, OH 45242513-639-0333bsmhealth.orgLinkedIn10001+ employeeshospital & health care

Other plans on this EIN

4 filings

#025Retirement-$71.8M assets #033Retirement-$1.3M assets #002Retirement-$889K assets #012Retirement

Prospect flagsLow employer contributionLow participant contribution

Top hat statement on fileNQDC

Filed March 31, 2009 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$308.4M

+7.0% from 2023

Total participants

5,470

-16.6% from 2023

Average account balance

$56,592

+28.5% from 2023

Annual return

15.12%

-1.16 pp from 2023

Benchmarks

See 1,443 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,443 peers

Snapshot2025

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 6-year trajectory with Pro.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL4 years Filed as: FIDELITY INV. INST. OPER. C0,. LLC Service code 37 · EIN 04-2647786	Loan Processing	$110,710
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$48,838
KPMG LLP6 years Service code 16 · EIN 13-5565207	Consulting	$16,356
FIDELITY INVESTMENTS INSTITUTIONAL5 years Filed as: FIDELITY INV INST OPER CO, INC. Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$185K

$56 / participant

Recordkeeping$101K54.5%
Investment mgmt$58K31.2%
Legal$1K0.8%
Other / not subdivided$25K13.5%

% of EOY assets

0.060%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KPMG LLP
Auditor EIN: 135565207
Audit fees: $16,356
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Filed as: FIDELITY INV. INST. OPER. C0,. LLC

Service code 37 · EIN 04-2647786

Loan Processing

$110,710

STRATEGIC ADVISORS, INC.6 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$48,838

KPMG LLP6 years

Service code 16 · EIN 13-5565207

Consulting

$16,356

FIDELITY INVESTMENTS INSTITUTIONAL5 years

Filed as: FIDELITY INV INST OPER CO, INC.

Service code 60

Sub-TA Fees

Bon Secours Mercy Health Retirement Savings Plan 401

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Bon Secours Mercy Health Retirement Savings Plan 401

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion