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Sponsor portfolio

ASCENSION HEALTH

EIN 31-1662309-civic & social organization-Latest filing 2025
Plans
5
Retirement
5
$871.8M assets
Welfare
0
Participants
11,411
4600 EDMUNDSON ROAD - ST. LOUIS, MO 63134314-733-8600LinkedIn1001-5000 employeescivic & social organization
Plans on this EIN
5 filings
#333401k-$623.7M - 6,499 part#021TraditionalDB-$159.5M - 3,121 part#015403b-$68.2M - 1,107 part#008MoneyPurchase-$15.0M - 623 part#012403b-$5.4M - 61 part

Retirement portfolio analytics

5 plans aggregated / $871.8M assets / 11,411 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • 401(K) RETIREMENT Savings (#333)72%
  • LEGACY ERISA PENSION (#021)18%
  • LEGACY ERISA 403(B) (#015)8%
  • MONEY PURCHASE PENSION (#008)2%
  • DEFERRED ANNUITY PLAN (#012)1%
Total $871.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • (Not disclosed)92%
  • MUTUAL OF AMERICA INVESTMENT CORP8%
Total $871.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#333)6,499
  • LEGACY ERISA PENSION (#021)3,121
  • LEGACY ERISA 403(B) (#015)1,107
  • MONEY PURCHASE PENSION (#008)623
  • DEFERRED ANNUITY PLAN (#012)61
Total 11,411Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

ASCENSION HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$623.7M
Participants6,499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

ASCENSION HEALTHCARE LEGACY ERISA PENSION PLAN

TraditionalDB

Assets$159.5M
Participants3,121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015

ASCENSION HEALTHCARE LEGACY ERISA 403(B) PLAN

403b

Assets$68.2M
Participants1,107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

ASCENSION HEALTHCARE LEGACY MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$15.0M
Participants623
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN

403b

Assets$5.4M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
333ASCENSION HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN401k$623.7M6,4992025
021ASCENSION HEALTHCARE LEGACY ERISA PENSION PLANTraditionalDB$159.5M3,1212024
015ASCENSION HEALTHCARE LEGACY ERISA 403(B) PLAN403b$68.2M1,1072024
008ASCENSION HEALTHCARE LEGACY MONEY PURCHASE PENSION PLANMoneyPurchase$15.0M6232025
012CALUMET MEDICAL CENTER, INC. 403(B) TAX DEFERRED ANNUITY PLAN403b$5.4M612025
Retirement plans
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