Other · DOL Form 5500 · 2024
Ascension Health Dba Ascension Healthcare Retirement Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 840
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $81,210
- 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
$68M in assets, 840 participants
Ascension Health Dba Ascension Healthcare's Ascension Healthcare Legacy ERISA 403(b) Plan reported $68M in total assets and 840 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #15,068 in Healthcare & Social Assistance (16,916 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, $68M for 840 participants (~$81,210/participant), down 4.4% in 2024.
- #15,068
- in Healthcare & Social Assistance (16,916 peers)
- -4.4%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$68,216,589 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ascension Healthcare Legacy ERISA 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ascension Healthcare Legacy ERISA 403(b) Plan sits mid-pack in the medium band (840 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ascension Healthcare Legacy ERISA 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Ascension Healthcare Legacy ERISA 403(b) Plan reported participants fell from 1,014 in the plan year 2023 filing to 840 in the plan year 2024 filing.
- Ascension Healthcare Legacy ERISA 403(b) Plan end-of-year assets fell from $71M in the plan year 2023 filing to $68M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 311662309 · Ascension Health Dba Ascension Healthcare PY 2024 · Other
Ascension Healthcare Legacy ERISA 403(b) Plan · $68M · 840 · 87th
- PCT $68M
- EIN 840
- RANK 87th
- PHOTO Other
- IND near Plumbers & Pipefitters Local 760 Savings and Investment Plan
- EOY ind #15068
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 (2024)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$3M |
| 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 $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
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 Plumbers & Pipefitters Local 760 Savings and Investment Plan in AL ($68M); by covered participants it is Seattle Pacific University Employee Savings Plan - 403(b) in WA (840 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- Plumbers & Pipefitters Local 760 Savings and Investment Plan (AL) $68M · 1,343
- The Harker School 403(b) Tax Deferred Annuity Plan (CA) $68M · 1,241
- St. Bernards School Employee Retirement Plan (NY) $68M · 109
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan (GA) $68M · 1,200
Similar participant headcount
Nearest other-state filings by covered participants (840 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.