Other · DOL Form 5500 · 2024
Ascension Health Dba Ascension Healthcare Retirement Plan
Data updated 2026-08-11
- $68M
- Total assets
- 840
- Participants
- 87th
- Percentile by assets
- $81,210
- Avg per participant
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.
- 87th percentile by assets (of 123,622 plans)
- #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.
- $68M
- total plan assets (2024 EOY)
- 840
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $81,210
- avg assets per participant
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.
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.
Ascension Healthcare Legacy ERISA 403(b) Plan vs the 2024 asset distribution
By assets, Ascension Healthcare Legacy ERISA 403(b) Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
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)
| 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
- 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
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.
- 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
Frequently Asked Questions
How did Ascension Healthcare Legacy ERISA 403(b) Plan assets move in 2024? ▼
How have Ascension Health Dba Ascension Healthcare plan assets changed over time? ▼
Where does Ascension Healthcare Legacy ERISA 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Ascension Healthcare Legacy ERISA 403(b) Plan? ▼
Next read for Ascension Healthcare Legacy ERISA 403(b)…
Scale reading
Ways to act on Ascension Healthcare Legacy ERISA 403(b) Plan's numbers.
- By total assets, Ascension Healthcare Legacy ERISA 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Missouri. Compare plans
- Ascension Health Dba Ascension Healthcare's sponsor-wide assets have grown 4.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans