Money Purchase · DOL Form 5500 · 2024

Ascension Health Dba Ascension Healthcare Money Purchase Plan

Data updated 2026-08-11

$14M
Total assets
514
Participants
63rd
Percentile by assets
$27,067
Avg per participant
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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.

  • 63rd percentile by assets (of 123,622 plans)
  • #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.

$14M
total plan assets (2024 EOY)
514
covered participants
63rd
percentile by assets (of 123,622 plans)
$27,067
avg assets per participant

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.

See the national 2023→2024 release diff →

Money Purchase filing for Ascension Healthcare Legacy Money Purchase Pension Plan

Money Purchase filing for plan year 2024: EIN 311662309 ; effective since 1987-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$495K
Employer EIN311662309
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascension Health Dba Ascension Healthcare)

$800M$820M$840M$860M 202220232024 $806M $842M ▲ +4.4%
Total plan assets by year, all Ascension Health Dba Ascension Healthcare plans on file
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.

Ascension Healthcare Legacy Money Purchase Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants

Ascension Healthcare Legacy Money Purchase Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.52 Total assets ($B) Participants Ascension Healthcare…Local No. 1 IBEW Pen…NECA-IBEW Pension Be…Saint Louis Universi…The Children's Mercy…Brewery Conference/A…
Ascension Healthcare Legacy Money Purchase Pension Plan vs. nearby Money Purchase plans in Missouri, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Ascension Healthcare Legacy Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Ascension Healthcare Legacy Money Purchase Pension Plan assets move in 2024?
Ascension Healthcare Legacy Money Purchase Pension Plan edged up modestly - up 3.7% during 2024, from $13M to $14M. Reported net income was $495K.
How have Ascension Health Dba Ascension Healthcare plan assets changed over time?
Across 3 plan years on file (2022-2024), Ascension Health Dba Ascension Healthcare's sponsor-wide assets grew 4.4%, from $806M to $842M.
Which Money Purchase plans are similar in size to Ascension Healthcare Legacy Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Plumbers & Steamfitters Local No 489 Annuity Plan in MD ($14M, 183 participants).

Next read for Ascension Healthcare Legacy Money Purcha…

Filing takeaways

Ways to act on Ascension Healthcare Legacy Money Purchase Pension Plan's numbers.