Defined Benefit (Pension) · DOL Form 5500 · 2022

Chi St. Luke's Health Pension Plan

Data updated 2026-08-25

$531M
Total assets Above avg plan size
2,483
Participants Above avg headcount
98th
Percentile by assets National rank
$214,048
Avg per participant Above avg balance/head
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Official DOL plan name: Commonspirit Health ERISA Retirement Plan · Sponsored by Chi St. Luke's Health · Texas · Healthcare & Social Assistance

$531M in assets, 2,483 participants

Chi St. Luke's Health's Commonspirit Health ERISA Retirement Plan reported $531M in total assets and 2,483 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,696 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Commonspirit Health ERISA Retirement Plan covers 2,483 participants in Texas, 3.6x the typical Texas plan (state average ~688 per filing). Assets: $531M.

#19,696
in Healthcare & Social Assistance (20,060 peers)
-20.7%
assets change YoY
5.3×
vs typical plan assets (national mean)

The plan reported a net loss of $145M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Commonspirit Health ERISA Retirement Plan's outsized position by total assets

Commonspirit Health ERISA Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$531,480,210 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Commonspirit Health ERISA Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commonspirit Health ERISA Retirement Plan lands in the large band (2,483 participants).

Published 5500 schedule card

Filing strip 760536232 · Chi St. Luke's Health PY 2022 · Defined Benefit (Pension)

Commonspirit Health ERISA Retirement Plan · $531M · 2,483 · 98th

  • PHOTO $531M
  • PHOTO 2,483
  • PHOTO 98th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Connecticut Laborers' Pension Plan
  • PHOTO ind #19696

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Texas →

Commonspirit Health ERISA Retirement Plan in the asset neighbourhood

Graybar Electric Company, Inc. Pension PlanGraybar Electric Company, In…$533MConnecticut Laborers' Pension PlanConnecticut Laborers' Pensio…$532MCommonspirit Health ERISA Retirement PlanCommonspirit Health ERISA Re…$531MVisteon Pension Plan$529MW.R. Grace & Co. Retirement Plan for Salaried EmployeesW.R. Grace & Co. Retirement …$529M
End-of-year total assets ($M) among Commonspirit Health ERISA Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$670M
Net Assets (End of Year)$512M
Net Income-$145M
Employer EIN760536232
Plan Effective Date1962-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chi St. Luke's Health)

Sponsor-wide plan assets over time

All Chi St. Luke's Health plans reported in each filing year

Latest sponsor-wide plan assets
$68M 87.21572210562647% vs 2022
2023 filing year
$0M$200M$400M$600M 20222023 $531M $68M ▼ -87.2%
Year Plans Participants Total Assets
2022 1 2,483 $531M
2023 1 2,221 $68M

Nearby Defined Benefit (Pension) Plans in Texas

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

Commonspirit Health ERISA Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Commonspirit Health ERISA Retirement Plan, Total assets ($B): 0.53148021 · Participants: 2483Commonspirit Health ERISA Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Commonspirit Health ERISA Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Commonspirit Health ERISA Retirement Plan side-by-side with 3 peers →

Commonspirit Health ERISA Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Connecticut Laborers' Pension Plan in CT ($532M); by covered participants it is Reading Health System Pension Plan in PA (2,485 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($531M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,483 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Commonspirit Health ERISA Retirement Plan assets move in 2022? ▼
Commonspirit Health ERISA Retirement Plan declined sharply - down 20.7% during 2022, from $670M to $531M. Reported net income was -$145M.
How have Chi St. Luke's Health plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Chi St. Luke's Health's sponsor-wide assets declined 87.2%, from $531M to $68M.
Where does Commonspirit Health ERISA Retirement Plan rank by assets among Form 5500 filers? ▼
Commonspirit Health ERISA Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Commonspirit Health ERISA Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Connecticut Laborers' Pension Plan in CT ($532M, 2,256 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Commonspirit Health ERISA Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reading Health System Pension Plan in PA (2,485 participants, $410M in assets).

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 760536232.

Read our methodology - how this data is sourced, computed, and verified.

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