Defined Benefit (Pension) · DOL Form 5500 · 2024
Ascension Healthcare Pension Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 268
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $595,279
- Avg per participant High balance/head
Official DOL plan name: Ascension Healthcare Legacy ERISA Pension Plan · Sponsored by Ascension Healthcare · Missouri · Healthcare & Social Assistance
$160M in assets, 268 participants
Ascension Healthcare's Ascension Healthcare Legacy ERISA Pension Plan reported $160M in total assets and 268 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,903 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Ascension Healthcare Legacy ERISA Pension Plan covers 268 participants in Missouri, about 36% of the average Missouri filer (state average ~737 per filing). Assets: $160M.
- #15,903
- in Healthcare & Social Assistance (16,916 peers)
- -4.9%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ascension Healthcare Legacy ERISA Pension Plan's outsized position by total assets
Ascension Healthcare Legacy ERISA Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,534,809 Top 7% higher than 93% 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 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 ERISA Pension Plan sits mid-pack in the medium band (268 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ascension Healthcare Legacy ERISA Pension Plan reported net income fell from $844K in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Ascension Healthcare Legacy ERISA Pension Plan reported participants fell from 327 in the plan year 2023 filing to 268 in the plan year 2024 filing.
- Ascension Healthcare Legacy ERISA Pension Plan end-of-year assets fell from $168M in the plan year 2023 filing to $160M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 311662309 · Ascension Healthcare PY 2024 · Defined Benefit (Pension)
Ascension Healthcare Legacy ERISA Pension Plan · $160M · 268 · 93rd
- PHOTO $160M
- PHOTO 268
- PHOTO 93rd
- PHOTO Defined Benefit (Pension)
- PHOTO near Cement Masons Local No. 886/404 Pension Plan
- PHOTO ind #15903
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 Pension Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | -$8M |
| Employer EIN | 311662309 |
| Plan Effective Date | 1975-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ascension Healthcare)
Sponsor-wide plan assets over time
All 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 Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.5B · 28,958
- Ameren Retirement Plan $4.8B · 9,760
- Co-Op Retirement Plan $3.5B · 15,151
- Carpenters Pension Trust Fund of St. Louis $3.4B · 11,832
- Emerson Electric Company Retirement Plan $3.3B · 2,467
Ascension Healthcare Legacy ERISA Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Cement Masons Local No. 886/404 Pension Plan in OH ($160M); by covered participants it is The Scripps Research Institute Cash Balance Retirement Plan in CA (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- Cement Masons Local No. 886/404 Pension Plan (OH) $160M · 665
- Nustar Pension Plan (TX) $160M · 1,052
- Northwestern Lake Forest Hospital Employees Retirement Plan (IL) $159M · 301
- U. a. Local No. 343 Defined Benefit Plan (CA) $160M · 245
Similar participant headcount
Nearest other-state filings by covered participants (268 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.