Money Purchase · DOL Form 5500 · 2024
Ascension Health Dba Ascension Healthcare Money Purchase Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 514
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $27,067
- 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
$14M in assets, 514 participants
Ascension Health Dba Ascension Healthcare's Ascension Healthcare Legacy Money Purchase Pension Plan reported $14M in total assets and 514 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,496 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Ascension Healthcare Legacy Money Purchase Pension Plan holds $14M for 514 participants - about $27,067 per participant, above the median plan by assets.
- #11,496
- in Healthcare & Social Assistance (16,916 peers)
- +3.7%
- 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 2024 · DOL Form 5500
$13,912,643 Top 37% higher than 63% 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 Money Purchase Pension 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 Money Purchase Pension Plan sits mid-pack in the medium band (514 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ascension Healthcare Legacy Money Purchase Pension Plan reported net income rose from $101K in the plan year 2023 filing to $495K in the plan year 2024 filing.
- Ascension Healthcare Legacy Money Purchase Pension Plan reported participants fell from 535 in the plan year 2023 filing to 514 in the plan year 2024 filing.
- Ascension Healthcare Legacy Money Purchase Pension Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
DOL schedule card
Filing strip 311662309 · Ascension Health Dba Ascension Healthcare PY 2024 · Money Purchase
Ascension Healthcare Legacy Money Purchase Pension Plan · $14M · 514 · 63rd
- EOY $14M
- EOY 514
- EOY 63rd
- EOY Money Purchase
- EOY near Plumbers & Steamfitters Local No 489 Annuity Plan
- EOY ind #11496
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 (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $495K |
| 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 $1.9B · 4,749
- NECA-IBEW Pension Benefit Trust Fund $1.0B · 4,119
- Saint Louis University Retirement Plan $755M · 2,836
- The Children's Mercy Hospital Retirement Plan $564M · 6,714
- Brewery Conference/Anheuser-Busch Defined Contribution Plan $505M · 2,581
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 Plumbers & Steamfitters Local No 489 Annuity Plan in MD ($14M); by covered participants it is Carnegie Institution of Washington Retirement Plan in DC (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.
- Carnegie Institution of Washington Retirement Plan (DC) 514 · 0 off
- Waianae Coast Comprehensive Health Center Pension Trust Plan (HI) 515 · 1 off
- Oklahoma Medical Research Foundation for Full-Time Employees (OK) 513 · 1 off
- Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan (WI) 512 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.