Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Ascension Healthcare Legacy ERISA Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ascension Healthcare · Missouri · Healthcare & Social Assistance

What the 2023 filing shows

Ascension Healthcare Legacy ERISA Pension Plan holds $167M for 370 participants — about $451,081 per participant, up 34.4% over the 2022 plan year.

$167M
total plan assets (2022 EOY)
370
covered participants
$451,081
avg assets per participant
+34.4%
assets growth YoY

The plan reported a net loss of $32M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$167M
Participants
370
State
Industry
Healthcare & Social Assistance

What the Filing Says About Ascension Healthcare Legacy ERISA Pension Plan

Ascension Healthcare Legacy ERISA Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Ascension Healthcare, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $167M in total end-of-year assets and covers 370 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 311662309, and the plan has been effective since 1975-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $124M at the beginning of 2022 to $167M at year-end — a gain of 34.4%. Net assets (after liabilities) closed the year at $167M, with reported net income of $-31,628,371 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$124M
Total Assets (End of Year)$167M
Net Assets (End of Year)$167M
Net Income$-31,628,371
Plan TypeDefined Benefit (Pension)
Employer EIN311662309
Plan Effective Date1975-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascension Healthcare)

Year Plans Participants Total Assets
2022 5 4,450 $806M
2023 4 3,650 $839M
2024 4 3,322 $842M

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ascension Healthcare Legacy ERISA Pension Plan?
As of the 2022 Form 5500 filing, Ascension Healthcare Legacy ERISA Pension Plan holds $167M in total assets with 370 participants. It is sponsored by Ascension Healthcare.
What type of plan is Ascension Healthcare Legacy ERISA Pension Plan?
Ascension Healthcare Legacy ERISA Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1975-05-01. The plan is filed with the U.S. Department of Labor under EIN 311662309.
Who sponsors the Ascension Healthcare Legacy ERISA Pension Plan?
Ascension Healthcare Legacy ERISA Pension Plan is sponsored by Ascension Healthcare, located in Missouri. The sponsor's EIN is 311662309 and the plan operates in the Healthcare & Social Assistance industry.
How did Ascension Healthcare Legacy ERISA Pension Plan perform in 2022?
Ascension Healthcare Legacy ERISA Pension Plan grew by 34.4% during 2022, moving from $124M to $167M in total assets. Net income was $-31,628,371.
Where can I find official filings for Ascension Healthcare Legacy ERISA Pension Plan?
Official Form 5500 filings for Ascension Healthcare Legacy ERISA Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311662309 or plan name at efast.dol.gov.
How does Ascension Healthcare Legacy ERISA Pension Plan compare to other plans?
You can compare Ascension Healthcare Legacy ERISA Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 311662309.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.