Defined Benefit (Pension) · DOL Form 5500 · 2023

Chi St. Luke's Health Pension Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
2,221
Participants Above avg headcount
88th
Percentile by assets National rank
$30,592
Avg per participant Low balance/head
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Official DOL plan name: Commonspirit Health ERISA Retirement Plan · Sponsored by Chi St. Luke's Health · Texas · Healthcare & Social Assistance

$68M in assets, 2,221 participants

Chi St. Luke's Health's Commonspirit Health ERISA Retirement Plan reported $68M in total assets and 2,221 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,934 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Commonspirit Health ERISA Retirement Plan covers 2,221 participants in Texas, 3.2x the typical Texas plan (state average ~688 per filing). Assets: $68M.

#15,934
in Healthcare & Social Assistance (17,684 peers)
-87.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $447M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Commonspirit Health ERISA Retirement Plan's outsized position by total assets

Commonspirit Health ERISA Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$67,945,907 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Commonspirit Health ERISA Retirement 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. Commonspirit Health ERISA Retirement Plan lands in the large band (2,221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Commonspirit Health ERISA Retirement Plan reported net income fell from -$145M in the plan year 2022 filing to -$447M in the plan year 2023 filing.
  • Commonspirit Health ERISA Retirement Plan end-of-year assets fell from $531M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Commonspirit Health ERISA Retirement Plan reported participants fell from 2,483 in the plan year 2022 filing to 2,221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760536232 · Chi St. Luke's Health PY 2023 · Defined Benefit (Pension)

Commonspirit Health ERISA Retirement Plan · $68M · 2,221 · 88th

  • PCT $68M
  • EIN 2,221
  • RANK 88th
  • PHOTO Defined Benefit (Pension)
  • IND near Graymont U.S.Non-Union Defined Benefit Pension Plan
  • EOY ind #15934

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 Texas →

Commonspirit Health ERISA Retirement Plan in the asset neighbourhood

Amalgamated Sugar Company Salaried Retirement PlanAmalgamated Sugar Company Sa…$68MUpper Peninsula Plumbers & Pipefitters Pension PlanUpper Peninsula Plumbers & P…$68MCommonspirit Health ERISA Retirement PlanCommonspirit Health ERISA Re…$68MGraymont U.S.Non-Union Defined Benefit Pension PlanGraymont U.S.Non-Union Defin…$68MWcirb of California Retirement PlanWcirb of California Retireme…$68M
End-of-year total assets ($M) among Commonspirit Health ERISA Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$531M
Net Assets (End of Year)$66M
Net Income-$447M
Employer EIN760536232
Plan Effective Date1962-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chi St. Luke's Health)

Sponsor-wide plan assets over time

All Chi St. Luke's Health plans reported in each filing year

Latest sponsor-wide plan assets
$68M 87.21572210562647% vs 2022
2023 filing year
$0M$200M$400M$600M 20222023 $531M $68M ▼ -87.2%
Year Plans Participants Total Assets
2022 1 2,483 $531M
2023 1 2,221 $68M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Commonspirit Health ERISA Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Commonspirit Health ERISA Retirement Plan, Total assets ($B): 0.067945907 · Participants: 2221Commonspirit Health ERISA Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Commonspirit Health ERISA Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Commonspirit Health ERISA Retirement Plan side-by-side with 3 peers →

Commonspirit Health ERISA Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Graymont U.S.Non-Union Defined Benefit Pension Plan in ($68M); by covered participants it is Baxter International Inc. and Subsidiaries Pension Plan in IL (2,219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,221 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Commonspirit Health ERISA Retirement Plan assets move in 2023? ▼
Commonspirit Health ERISA Retirement Plan contracted severely - down 87.2% during 2023, from $531M to $68M. Reported net income was -$447M.
How have Chi St. Luke's Health plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Chi St. Luke's Health's sponsor-wide assets declined 87.2%, from $531M to $68M.
Where does Commonspirit Health ERISA Retirement Plan rank by assets among Form 5500 filers? ▼
Commonspirit Health ERISA Retirement Plan ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Commonspirit Health ERISA Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Graymont U.S.Non-Union Defined Benefit Pension Plan in ($68M, 79 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Commonspirit Health ERISA Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Baxter International Inc. and Subsidiaries Pension Plan in IL (2,219 participants, $1.4B in assets).

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 760536232.

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.