Other · DOL Form 5500 · 2023

Ascension Health Dba Ascension Healthcare Retirement Plan

Data updated 2026-08-11

$71M
Total assets
1,014
Participants
89th
Percentile by assets
$70,380
Avg per participant
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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.

  • 89th percentile by assets (of 127,072 plans)
  • #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.

$71M
total plan assets (2023 EOY)
1,014
covered participants
89th
percentile by assets (of 127,072 plans)
$70,380
avg assets per participant

Where Ascension Healthcare Legacy ERISA 403(b) Plan sits 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

This plan $0 $2,010,000,000 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 2023

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.

See the national 2022→2023 release diff →

State
Missouri
Industry
Healthcare & Social Assistance

Ascension Healthcare Legacy ERISA 403(b) Plan vs the 2023 asset distribution

By assets, Ascension Healthcare Legacy ERISA 403(b) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$71M
Net Income$2M
Employer EIN311662309
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascension Health Dba Ascension Healthcare)

$800M$820M$840M$860M 202220232024 $806M $842M ▲ +4.4%
Total plan assets by year, all Ascension Health Dba Ascension Healthcare plans on file
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.

Ascension Healthcare Legacy ERISA 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants

Ascension Healthcare Legacy ERISA 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Ascension Healthcare…Washington Universit…Children's Mercy Hos…Saint Louis Universi…Cox Savings Incentiv…Bjc 403(b) Plan
Ascension Healthcare Legacy ERISA 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Ascension Healthcare Legacy ERISA 403(b)… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Ascension Healthcare Legacy ERISA 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Ascension Healthcare Legacy ERISA 403(b) Plan assets move in 2023? ▼
Ascension Healthcare Legacy ERISA 403(b) Plan edged up modestly - up 2.9% during 2023, from $69M to $71M. Reported net income was $2M.
How have Ascension Health Dba Ascension Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascension Health Dba Ascension Healthcare's sponsor-wide assets grew 4.4%, from $806M to $842M.
Where does Ascension Healthcare Legacy ERISA 403(b) Plan rank by assets among Form 5500 filers? ▼
Ascension Healthcare Legacy ERISA 403(b) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ascension Healthcare Legacy ERISA 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Blair Academy DC Retirement Plan in NJ ($71M, 157 participants).

Next read for Ascension Healthcare Legacy ERISA 403(b)…

Scale reading

Ways to act on Ascension Healthcare Legacy ERISA 403(b) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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

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.