Money Purchase · DOL Form 5500 · 2023
Ascension Health Dba Ascension Healthcare Money Purchase Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 535
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $25,079
- Avg per participant Low balance/head
Official DOL plan name: Ascension Healthcare Legacy Money Purchase Pension Plan · Sponsored by Ascension Health Dba Ascension Healthcare · Missouri · Healthcare & Social Assistance
$13M in assets, 535 participants
Ascension Health Dba Ascension Healthcare's Ascension Healthcare Legacy Money Purchase Pension Plan reported $13M in total assets and 535 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,388 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Ascension Healthcare Legacy Money Purchase Pension Plan holds $13M for 535 participants - about $25,079 per participant, above the median plan by assets.
- #12,388
- in Healthcare & Social Assistance (17,684 peers)
- +0.8%
- assets growth YoY
Ascension Healthcare Legacy Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ascension Healthcare Legacy Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,417,498 Top 35% higher than 65% 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 Money Purchase Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ascension Healthcare Legacy Money Purchase Pension Plan sits mid-pack in the medium band (535 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ascension Healthcare Legacy Money Purchase Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $101K in the plan year 2023 filing.
- Ascension Healthcare Legacy Money Purchase Pension Plan reported participants fell from 590 in the plan year 2022 filing to 535 in the plan year 2023 filing.
- Ascension Healthcare Legacy Money Purchase Pension Plan end-of-year assets rose from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311662309 · Ascension Health Dba Ascension Healthcare PY 2023 · Money Purchase
Ascension Healthcare Legacy Money Purchase Pension Plan · $13M · 535 · 65th
- SCH $13M
- SCH 535
- SCH 65th
- SCH Money Purchase
- SCH near Meadows Foundation, Incorporated Money Purchase Pension Plan
- SCH ind #12388
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 Money Purchase Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $101K |
| Employer EIN | 311662309 |
| Plan Effective Date | 1987-07-01 |
| 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 Money Purchase Plans in Missouri
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local No. 1 IBEW Pension Benefit Trust Fund $1.7B · 4,647
- NECA-IBEW Pension Benefit Trust Fund $917M · 3,999
- Saint Louis University Retirement Plan $709M · 2,863
- The Children's Mercy Hospital Retirement Plan $503M · 6,519
- Brewery Conference/Anheuser-Busch Defined Contribution Plan $500M · 2,621
Ascension Healthcare Legacy Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Missouri, the nearest Money Purchase by assets is Meadows Foundation, Incorporated Money Purchase Pension Plan in TX ($13M); by covered participants it is Salud Family Health Retirement Plan in CO (534 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (535 participants); asset peers above are excluded.
- Salud Family Health Retirement Plan (CO) 534 · 1 off
- The Harker School 401(a) Defined Contribution Plan (CA) 533 · 2 off
- Annuity Fund of Heat and Frost Insulators Local 12 (NY) 538 · 3 off
- Plumbers & Steamfitters Local #83 Retirement Fund (PA) 531 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.