Other · DOL Form 5500 · 2023
Ascension Health Dba Ascension Healthcare Retirement Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 1,014
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $70,380
- Avg per participant Below avg balance/head
Official DOL plan name: Ascension Healthcare Legacy ERISA 403(b) Plan · Sponsored by Ascension Health Dba Ascension Healthcare · Missouri · Healthcare & Social Assistance
$71M in assets, 1,014 participants
Ascension Health Dba Ascension Healthcare's Ascension Healthcare Legacy ERISA 403(b) Plan reported $71M in total assets and 1,014 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #15,998 in Healthcare & Social Assistance (17,684 peers)
Where Ascension Healthcare Legacy ERISA 403(b) Plan sits by assets
Ascension Healthcare Legacy ERISA 403(b) Plan sits in the top quartile of all filed plans by assets, $71M for 1,014 participants (~$70,380/participant), up 2.9% in 2023.
- #15,998
- in Healthcare & Social Assistance (17,684 peers)
- +2.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$71,365,072 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ascension Healthcare Legacy ERISA 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,014 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ascension Healthcare Legacy ERISA 403(b) Plan reported net income rose from -$23M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Ascension Healthcare Legacy ERISA 403(b) Plan reported participants fell from 1,177 in the plan year 2022 filing to 1,014 in the plan year 2023 filing.
- Ascension Healthcare Legacy ERISA 403(b) Plan end-of-year assets rose from $69M in the plan year 2022 filing to $71M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311662309 · Ascension Health Dba Ascension Healthcare PY 2023 · Other
Ascension Healthcare Legacy ERISA 403(b) Plan · $71M · 1,014 · 89th
- EOY $71M
- EOY 1,014
- EOY 89th
- EOY Other
- EOY near Blair Academy DC Retirement Plan
- EOY ind #15998
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 (2023)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $2M |
| 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.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
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 Blair Academy DC Retirement Plan in NJ ($71M); by covered participants it is Anna Jaques 403(b) Retirement Plan in MA (1,013 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,014 participants); asset peers above are excluded.
- Anna Jaques 403(b) Retirement Plan (MA) 1,013 · 1 off
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement (NJ) 1,011 · 3 off
- Atlantic General Hospital Corporation Tax Deferred Plan (MD) 1,010 · 4 off
- Union College Retirement Plan (NY) 1,020 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.