Ascension Healthcare 401(K) Retirement Savings Plan — Form 5500 plan (Ascension Health Dba Ascension Healthcare)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ascension Healthcare 401(K) Retirement Savings Plan is a benefit plan reported by Ascension Health Dba Ascension Healthcare under EIN 31-1662309 and plan number 333. The latest loaded filing year is 2023. The filing reports 9,261 participants and $586,622,122 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$586.6MPlan net assets, end of year$586,622,122
Participants9.3KCovered participants reported9,261
Assets / participant$63.3KComputed: assets ÷ participants$63,343 (computed)
Provider compensation$365.5K6 Schedule C provider row(s)$365,477
- Plan sponsor
- Ascension Health Dba Ascension Healthcare
- EIN
- 31-1662309
- Plan number
- 333
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,261 | H, C | 20240919070453NAL0002184435001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$586.6M total assets
Net assets$586.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $586,622,122
- Net assets (EOY)
- $586,622,122
- Net assets (BOY)
- $556,749,861
Income & contributions
- Participant contributions
- $12,694,069
- Total contributions
- $13,627,612
- Total income / additions
- $107,757,213
Expenses & distributions
- Benefits paid
- $77,517,150
- Administrative expenses
- $333,825
- Total expenses
- $77,884,952
- Net increase / (decrease)
- $29,872,261
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income72%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $315,465 | $0 | 2023 |
| Capital Consulting & Asset Man | SECURITIES BROKER | $33,107 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | AUDITOR | $7,469 | not reported in the loaded dataset | 2023 |
| Greensfelder, Hemker & Gale, Pc | LEGAL | $7,333 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $2,103 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ascension Health Dba Ascension Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Louis, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Capital Consulting & Asset Man — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Greensfelder, Hemker & Gale, Pc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation