Employer · plans filed under one EIN
Advocate Aurora Health, Inc.
Milwaukee, WI · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Advocate Aurora Health, Inc.'s employer identification number (Milwaukee, Wisconsin). Their latest filings total 122,360 participant records and $11.5B in net assets.
The largest is Advocate Aurora Health 401(k) Plan, a 401(k) plan with 103,145 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $367M and participant contributions $552M in the latest plan years; benefits paid were $852M. Schedule C compensation reported to service provider organisations totalled $9.0M.
Combined net assets moved from $5.56B in 2019 to $11.5B in 2024 (up 106%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Advocate Aurora Health 401(k) Plan | 401(k) plan | 2024 | 103,145 | $10.5B | $101,680 | $4,254 | $6.9M |
| Advocate Aurora Health Pension Plan | defined benefit pension plan | 2024 | 19,215 | $964M | $50,160 | $1,221 | $2.1M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 122,360 | $11.5B | $367M | $552M |
| 2023 | 2 | 119,582 | $10.2B | $340M | $513M |
| 2022 | 2 | 116,151 | $8.49B | $308M | $482M |
| 2021 | 2 | 112,032 | $9.93B | $297M | $435M |
| 2020 | 2 | 112,156 | $8.67B | $303M | $406M |
| 2019 | 2 | 73,099 | $5.56B | $58.3M | $200M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping and information management; Participant loan processing | 1 | $3,647,156 |
| Empower Advisory Group, LLC | Investment advisory (participants) | 1 | $2,758,579 |
| Willis Towers Watson US LLC | Plan Administrator; Consulting (pension) | 1 | $695,284 |
| Legal & General Investment | Investment management | 1 | $517,425 |
| Dodge & Cox | Investment management | 1 | $409,949 |
| Marsh & McLennan Companies Inc. | Investment advisory (plan) | 1 | $189,942 |
| Northern Trust Company | Trustee (bank, trust company, or similar financial institution); Investment advisory (plan); Investment management | 1 | $164,446 |
| Morgan Stanley Investment MGMT Ltd. | Investment management | 1 | $143,049 |
| Aon Consulting | Actuarial; Investment advisory (plan); Investment management | 1 | $67,729 |
| Clifton Larson Allen LLP | Legal; Accounting (including auditing) | 2 | $62,475 |
| Highclere International Investors | Investment management | 1 | $56,277 |
| Annex Advisory Services LLC | Investment advisory (participants) | 1 | $45,288 |
| Wfa Asset Management Corp. | Investment advisory (participants) | 1 | $40,508 |
| Larson Financial Group LLC | Investment advisory (participants) | 1 | $37,241 |
| Shakespeare Wealth Management | Investment advisory (participants) | 1 | $27,434 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Advocate Aurora Health, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Advocate Aurora Health 401(k) Plan and Advocate Aurora Health Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Advocate Aurora Health, Inc. contribute to its plans?
$367,451,356 in employer contributions across these plans in their latest plan years, about $3,922 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Empower Annuity Insurance Company, Empower Advisory Group, LLC, Willis Towers Watson US LLC and Legal & General Investment and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.