Other · DOL Form 5500 · 2022
Ascension Health Dba Ascension Healthcare Retirement Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 1,177
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $58,925
- Avg per participant Low balance/head
Official DOL plan name: Ascension Healthcare Legacy ERISA 403(b) Plan · Sponsored by Ascension Health Dba Ascension Healthcare · Missouri · Healthcare & Social Assistance
$69M in assets, 1,177 participants
Ascension Health Dba Ascension Healthcare's Ascension Healthcare Legacy ERISA 403(b) Plan reported $69M in total assets and 1,177 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #18,439 in Healthcare & Social Assistance (20,060 peers)
Where Ascension Healthcare Legacy ERISA 403(b) Plan sits by assets
Ascension Healthcare Legacy ERISA 403(b) Plan sits in the top 10% of all filed plans by assets, $69M for 1,177 participants (~$58,925/participant), down 24.6% in 2022.
- #18,439
- in Healthcare & Social Assistance (20,060 peers)
- -24.6%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ascension Healthcare Legacy ERISA 403(b) Plan's outsized position by total assets
Ascension Healthcare Legacy ERISA 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$69,354,293 Top 9% higher than 91% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ascension Healthcare Legacy ERISA 403(b) 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. Ascension Healthcare Legacy ERISA 403(b) Plan lands in the large band (1,177 participants).
DOL schedule card
Filing strip 311662309 · Ascension Health Dba Ascension Healthcare PY 2022 · Other
Ascension Healthcare Legacy ERISA 403(b) Plan · $69M · 1,177 · 91st
- RANK $69M
- RANK 1,177
- RANK 91st
- RANK Other
- RANK near Peddie School 403(b) Tda & DC Plan
- RANK ind #18439
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 Missouri →
Ascension Healthcare Legacy ERISA 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | -$23M |
| Employer EIN | 311662309 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ascension Health Dba Ascension Healthcare)
Sponsor-wide plan assets over time
All Ascension Health Dba Ascension Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $842M 4.375258628534999% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 4,450 | $806M |
| 2023 | 4 | 3,650 | $839M |
| 2024 | 4 | 3,322 | $842M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Saint Louis University 403(b) Annuity Plan $842M · 2,398
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $807M · 7,405
- Cox Savings Incentive Plan $708M · 11,821
- Bjc 403(b) Plan $371M · 5,418
- Webster University Defined Contribution Retirement Plan $207M · 706
Ascension Healthcare Legacy ERISA 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Peddie School 403(b) Tda & DC Plan in NJ ($69M); by covered participants it is The Art Institute of Chicago Defined Contribution Retirement Plan in IL (1,178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,177 participants); asset peers above are excluded.
- The Art Institute of Chicago Defined Contribution Retirement Plan (IL) 1,178 · 1 off
- Institute for Defense Analyses Qualified Retirement Plan (VA) 1,178 · 1 off
- St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan (NY) 1,173 · 4 off
- Trinity Services Inc. 403b Plan (IL) 1,173 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.