Plan Ledger DOL Form 5500 · updated monthly

Ascension Health dba Ascension Healthcare401(k)

ASCENSION HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN · ST LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.05%

Ascension Health dba Ascension Healthcare reported $288,271 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 55th-largest of 1,393 plans among Missouri employers on file, and the 287th of 11,911 in health care & social assistance. active participation has shrunk from 1,774 to 1,482 since 2022.

Plan summary
Net assets, end of year$599,935,108
Participants with balances7,250
Active participants1,482
Employer contributions—
Employee contributions$12,509,263
Employer contribution per active participant—
Average account balance$82,750
Benefits paid to participants$82,709,998
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$599.9M · 7,250 accts
2023$586.6M · 8,129 accts
2022$556.7M · 9,261 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$288,271
Total administrative$288,271
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$288,271
CAPITAL CONSULTING & ASSET MAN · Securities brokerage$39,965
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,113
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America, Transamerica
2023Mutual of America, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$288,271 · 0.05%
2023$333,825 · 0.06%
2022$378,558 · 0.06%
All plans at this employer3
ASCENSION HEALTHCARE LEGACY MONEY PURCHASE PENSION PLANMoney purchase plan
ASCENSION HEALTHCARE LEGACY ERISA 403(B) PLAN403(b)
ASCENSION HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN401(k)
Similar plansHealth Care & Social Assistance · Missouri
Ssm Health Care Corp. MO$1.4B · 0.01%
Saint Luke's Health System MO$960.9M · 0.15%
Mosaic Health System MO$453.2M · 0.06%
Saint Francis Medical Center MO$218.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311662309 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.