Commonspirit Health ERISA Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA β verify with linked source filings below.
Sponsored by Chi St. Luke's Health Β· Texas Β· Healthcare & Social Assistance
What the 2023 filing shows
Commonspirit Health ERISA Retirement Plan holds $531M for 2,483 participants - about $214,048 per participant, down 20.7% over the 2022 plan year.
- $531M
- total plan assets (2022 EOY)
- 2,483
- covered participants
- $214,048
- avg assets per participant
- -20.7%
- assets change YoY
The plan reported a net loss of $145M for the year β a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Commonspirit Health ERISA Retirement Plan
Commonspirit Health ERISA Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Chi St. Luke's Health, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $531M in total end-of-year assets and covers 2,483 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 760536232, and the plan has been effective since 1962-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $670M at the beginning of 2022 to $531M at year-end β a decline of 20.7%. Net assets (after liabilities) closed the year at $512M, with reported net income of $-145,106,292 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 1 prior plan-year filing 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 β 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) | $670M |
| Total Assets (End of Year) | $531M |
| Net Assets (End of Year) | $512M |
| Net Income | $-145,106,292 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 760536232 |
| Plan Effective Date | 1962-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chi St. Luke's Health)
| 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 β same state, same plan type β ranked by total assets.
- AT&T Pension Benefit Plan $30.0B Β· 107,859
- Shell Pension Plan $15.1B Β· 12,215
- Exxonmobil Pension Plan $12.0B Β· 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B Β· 12,138
- Bp Retirement Accumulation Plan $5.5B Β· 9,360
Related Data
Guides
Frequently Asked Questions
How much money is in the Commonspirit Health ERISA Retirement Plan? ▼
What type of plan is Commonspirit Health ERISA Retirement Plan? ▼
Who sponsors the Commonspirit Health ERISA Retirement Plan? ▼
How did Commonspirit Health ERISA Retirement Plan perform in 2022? ▼
Where can I find official filings for Commonspirit Health ERISA Retirement Plan? ▼
How does Commonspirit Health ERISA Retirement Plan compare to other plans? ▼
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) β original filing retrieval by EIN 760536232.
Reference: IRS Publication 560 β Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B β Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology β how this data is sourced, computed, and verified.