Defined Benefit (Pension) · DOL Form 5500 · 2023
Ascension Healthcare Pension Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 327
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $512,959
- Avg per participant High balance/head
Official DOL plan name: Ascension Healthcare Legacy ERISA Pension Plan · Sponsored by Ascension Healthcare · Missouri · Healthcare & Social Assistance
$168M in assets, 327 participants
Ascension Healthcare's Ascension Healthcare Legacy ERISA Pension Plan reported $168M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,758 in Healthcare & Social Assistance (17,684 peers)
Coverage in Missouri
Ascension Healthcare Legacy ERISA Pension Plan covers 327 participants in Missouri, about 44% of the average Missouri filer (state average ~737 per filing). Assets: $168M.
- #16,758
- in Healthcare & Social Assistance (17,684 peers)
- +0.5%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Ascension Healthcare Legacy ERISA Pension Plan's outsized position by total assets
Ascension Healthcare Legacy ERISA Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$167,737,743 Top 6% higher than 94% 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 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 ERISA Pension Plan sits mid-pack in the medium band (327 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ascension Healthcare Legacy ERISA Pension Plan reported net income rose from -$32M in the plan year 2022 filing to $844K in the plan year 2023 filing.
- Ascension Healthcare Legacy ERISA Pension Plan reported participants fell from 370 in the plan year 2022 filing to 327 in the plan year 2023 filing.
- Ascension Healthcare Legacy ERISA Pension Plan end-of-year assets rose from $167M in the plan year 2022 filing to $168M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 311662309 · Ascension Healthcare PY 2023 · Defined Benefit (Pension)
Ascension Healthcare Legacy ERISA Pension Plan · $168M · 327 · 94th
- RANK $168M
- PHOTO 327
- IND 94th
- EOY Defined Benefit (Pension)
- 5500 near Regal Beloit America, Inc. Pension Plan
- ASSETS ind #16758
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 Pension Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $844K |
| Employer EIN | 311662309 |
| Plan Effective Date | 1975-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ascension Healthcare)
Sponsor-wide plan assets over time
All 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 Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
- Ameren Retirement Plan $4.7B · 10,156
- Co-Op Retirement Plan $3.5B · 14,993
- Emerson Electric Company Retirement Plan $3.4B · 2,671
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
Ascension Healthcare Legacy ERISA Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Regal Beloit America, Inc. Pension Plan in WI ($168M); by covered participants it is Bass Retirement Plan in TX (327 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- Regal Beloit America, Inc. Pension Plan (WI) $168M · 735
- Sidley Austin LLP Ret Plan for Secretarial Staff (IL) $167M · 325
- A.F.of L.-a.G.C. Building Trades Pension Plan (AL) $167M · 1,101
- Kone Inc. Employees' Retirement Plan (IL) $168M · 1,693
Similar participant headcount
Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.
- Bass Retirement Plan (TX) 327 · 0 off
- Hodgson Russ Retirement Plan (NY) 327 · 0 off
- Kuehne & Nagel Pension Plan (NJ) 327 · 0 off
- Iubac - Local Union Officers & Employees Pension Plan (DC) 327 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.