Ascension Health 401(k) and pension plans

Ascension Health (Ascension Healthcare), ST Louis, MO. EIN 31-1662309. Annual reports 2009–2025. Also filed as Ascension Health; Mercy Regional Health Center; Mercy Regional Health Center, Inc.; Via Christi Hospital Manhattan, Inc.

Ascension Health (Ascension Healthcare) has 5 active retirement plans on file. The largest is the Ascension Healthcare 401(k) Retirement Savings Plan, with 6,499 participants and $624 million in assets in 2025. Transamerica has been its recordkeeper since 2009.

Active plans
5
Participants
11,411
Plan assets
$872 million
401(k) recordkeeper
Transamerica
Plans on file
15
Industry
Other services

All 15 plans

Active plans first

Ascension Healthcare 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
333Employer EIN 31-1662309
Participants (2025)
6,499
Net assets (2025)
$624 million
Recordkeeper
Transamerica2009–2025
Plan administrator
Ascension Healthcare Pension Committee
4600 Edmundson Road
ST Louis, MO 63134
(314) 733-8600As filed for 2025
In effect since
August 1, 1996

Plans merged into this one: Via Christi Health 401(k) Plan (2019); Wichita Clinic Retirement Savings Plan (2019); Crittenton Hospital Medical Center Defined Contribution Plan (2021); Carondelet Medical Group 401(k) Profit Sharing Plan (2018); Presence Ventures, Inc. Retirement Savings Plan (401(k) ) (2019).

Earlier plan names: Ascension Health 401(k) Retirement Savings Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20256,499$624 millionTransamerica
20247,250$600 millionTransamerica
20238,137$587 millionTransamerica
20229,261$557 millionTransamerica
202110,028$726 millionTransamerica
202010,104$650 millionTransamerica
201910,509$587 millionTransamerica
20185,225$256 millionTransamerica
20175,044$264 millionTransamerica
20165,052$221 millionTransamerica
20155,189$214 millionTransamerica
20143,550$150 millionTransamerica
20133,916$150 millionTransamerica
20123,582$126 millionTransamerica
20113,142$89.5 millionTransamerica
20103,121$85.9 millionTransamerica
20093,520$76.2 millionTransamerica

Ascension Healthcare Legacy Money Purchase Pension Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
008Employer EIN 31-1662309
Participants (2025)
623
Net assets (2025)
$15.0 million
Recordkeeper
TransamericaEarlier: Fidelity (2013–2015), Empower (2009–2012)
Plan administrator
Ascension Health (Ascension Healthcare)
4600 Edmundson Road
ST Louis, MO 63134
(314) 733-8600As filed for 2025
In effect since
July 1, 1987

Plans merged into this one: Calumet Medical Center Retirement Plan (2019).

Earlier sponsors: Mercy Regional Health Center (2009–2015); Via Christi Hospital Manhattan, Inc. (2016).

Earlier plan names: Mercy Regional Health Center Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025623$15.0 millionTransamerica
2024640$13.9 millionTransamerica
2023673$13.4 millionTransamerica
2022715$13.3 millionTransamerica
2021784$18.3 millionTransamerica
2020822$18.1 millionTransamerica
2019864$17.4 millionTransamerica
2018827$13.7 millionTransamerica
2017878$15.7 millionTransamerica
2016994$15.7 millionTransamerica
20151,092$15.9 millionFidelity
20141,384$17.0 millionFidelity
20131,248$17.2 millionFidelity
20121,571$17.0 millionEmpower
20111,448$16.6 millionEmpower
20101,421$16.1 millionEmpower
20091,376$13.9 millionEmpower

Calumet Medical Center, Inc. 403(b) Tax Deferred Annuity Plan

403(b)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2025 plan year.

Plan number
012Employer EIN 31-1662309
Participants (2025)
61
Net assets (2025)
$5.4 million
Plan administrator
Ascension Health
4600 Edmundson Road
ST. Louis, MO 63134
(314) 733-8600As filed for 2025
In effect since
July 1, 1967

Earlier sponsor: Calumet Medical Center, Inc (2009–2016).

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202561$5.4 millionnot listed
202470$5.1 millionnot listed
202371$4.6 millionnot listed
202280$4.0 millionnot listed
202189$5.4 millionnot listed
202099$5.1 millionnot listed
2019109$4.5 millionnot listed
2018112$4.6 millionnot listed
2017115$5.1 millionnot listed
2016172$4.7 millionnot listed
2015189$4.6 millionnot listed
2014235$5.3 millionnot listed
2013181$5.3 millionnot listed
2012220$4.8 millionnot listed
2011235$4.6 millionnot listed
2010252$4.8 millionnot listed
2009196$4.1 millionnot listed

Ascension Healthcare Legacy Erisa Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
021Employer EIN 31-1662309
Participants (2024)
3,121
Net assets (2024)
$160 million
Plan administrator
Ascension Healthcare (Ascension Healthcare)
Po Box 45998
ST. Louis, MO 63145
(314) 733-8600As filed for 2024
In effect since
May 1, 1975

Plans merged into this one: Middle Tennessee Medical Center, Inc. Retirement Plan (2020); West Suburban Health Care Pension Plan (2022); Ascension Brighton Pension Plan (2020).

Earlier sponsor: Crittenton Hospital Medical Center (2009–2016).

Earlier plan names: Crittenton Hospital Non-Contributory Pension Plan; Ascension Crittenton Hospital Pension Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,121$160 millionnot listed
20233,452$168 millionnot listed
20223,599$167 millionnot listed
20211,962$124 millionnot listed
20202,018$119 millionnot listed
20191,357$71.8 millionnot listed
20181,343$65.0 millionnot listed
20171,365$74.2 millionnot listed
20161,373$67.1 millionnot listed
20151,400$61.5 millionnot listed
20141,434$64.8 millionnot listed
20131,453$66.9 millionnot listed
20121,457$54.8 millionnot listed
20111,484$47.4 millionnot listed
20101,496$46.0 millionnot listed
20091,503$39.5 millionnot listed

Ascension Healthcare Legacy Erisa 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
015Employer EIN 31-1662309
Participants (2024)
1,107
Net assets (2024)
$68.2 million
Recordkeeper
TransamericaEarlier: Fidelity (2009–2016)
Plan administrator
Ascension Health (Ascension Healthcare)
4600 Edmundson Road
ST Louis, MO 63134
(314) 733-8600As filed for 2024
In effect since
January 1, 2007

Plans merged into this one: Mercy Regional Health Center 403(b) Plan (2019); Allegan General Hospital Employee Savings Plan (2021).

Earlier sponsor: Crittenton Hospital Medical Center (2009–2016).

Earlier plan names: Crittenton Hospital Center 403(b) Plan; Crittenton Hospital Medical Center 403(b) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,107$68.2 millionTransamerica
20231,247$71.4 millionTransamerica
20221,469$69.4 millionTransamerica
20211,557$92.0 millionTransamerica
20201,326$72.4 millionTransamerica
2019920$62.4 millionTransamerica
2018856$53.3 millionTransamerica
2017875$60.7 millionTransamerica
20161,404$60.0 millionFidelity
20151,076$62.8 millionFidelity
20141,056$61.8 millionFidelity
20131,450$58.3 millionFidelity
20121,670$48.9 millionFidelity
20111,631$42.9 millionFidelity
20101,632$42.7 millionFidelity
20091,620$36.0 millionFidelity

West Suburban Health Care Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2022 its assets moved to the Ascension Healthcare Legacy Erisa Pension Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 021). Accounts moved with them, so that plan is the one to contact.

Plan number
019Employer EIN 31-1662309
Participants (2021)
1,752
Net assets (2021)
$96.4 million
Plan administrator
Ascension Health (Ascension Healthcare)
P.O. Box 45998
ST. Louis, MO 63145
(314) 733-8600As filed for 2022
In effect since
January 1, 1954

Earlier sponsors: Resurrection Health Care (2009–2012); Presence Health (2013–2018); Resurrection University Retirement Savings Plan (2019–2020).

Earlier plan names: West Suburban Health Care Retirement Income Plan; Resurrection University Retirement Savings Plan.

Year by year, 2009 to 2022
Plan yearParticipantsNet assetsRecordkeeper
20220$0not listed
20211,752$96.4 millionnot listed
2020151$4.2 millionnot listed
2019256$2.0 millionnot listed
20181,819$76.1 millionnot listed
20171,822$85.3 millionnot listed
20161,827$77.5 millionnot listed
20151,834$74.6 millionnot listed
20141,850$78.9 millionnot listed
20131,862$77.6 millionnot listed
20121,874$68.6 millionnot listed
20111,886$60.3 millionnot listed
20101,893$57.4 millionnot listed
20091,912$49.0 millionnot listed

Allegan General Hospital Employee Savings Plan

403(b)Merged

Merged. In 2021 its assets moved to the Ascension Healthcare Legacy Erisa 403(b) Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 015). Accounts moved with them, so that plan is the one to contact.

Plan number
018Employer EIN 31-1662309
Participants (2020)
338
Net assets (2020)
$14.2 million
Recordkeeper
TransamericaEarlier: MassMutual (2014–2019), Hartford Life Ins. (2013)
Plan administrator
Ascension Health (Ascension Healthcare)
4600 Edmundson Road
ST Louis, MO 63134
(314) 733-8600As filed for 2021
In effect since
January 1, 1993

Earlier sponsor: Allegan General Hospital (2009–2018).

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0Transamerica
2020338$14.2 millionTransamerica
2019423$16.8 millionMassMutual
2018427$15.7 millionMassMutual
2017478$14.7 millionMassMutual
2016470$13.0 millionMassMutual
2015470$12.8 millionMassMutual
2014476$12.2 millionMassMutual
2013469$10.8 millionHartford Life Ins.
2012469$8.3 millionnot listed
2011455$6.8 millionnot listed
2009366$4.5 millionnot listed

Crittenton Hospital Medical Center Defined Contribution Plan

401(k)Merged

Merged. In 2021 its assets moved to the Ascension Healthcare 401(k) Retirement Savings Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 333). Accounts moved with them, so that plan is the one to contact.

Plan number
014Employer EIN 31-1662309
Participants (2020)
925
Net assets (2020)
$38.8 million
Recordkeeper
TransamericaEarlier: MassMutual (2010–2016)
Plan administrator
Ascension Health (Ascension Healthcare)
4600 Edmundson Road
ST Louis, MO 63134
(314) 733-8600As filed for 2021
In effect since
January 1, 2007

Earlier sponsors: Crittenton Hospital Medical (2009–2012); Crittenton Hospital Medical CTR. (2013–2016).

Earlier plan names: Crittenton Hospital Medical Center Defined Contrib.

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0Transamerica
2020925$38.8 millionTransamerica
20191,003$37.3 millionTransamerica
20181,114$35.4 millionTransamerica
20171,203$40.5 millionTransamerica
20161,325$39.1 millionMassMutual
20151,383$39.4 millionMassMutual
20141,307$40.0 millionMassMutual
20131,502$6.1 millionMassMutual
2012970$4.4 millionMassMutual
2011869$3.2 millionMassMutual
2010823$2.6 millionMassMutual
2009757$1.6 millionnot listed

Middle Tennessee Medical Center, Inc. Retirement Plan

Pension (defined benefit), frozenMerged

Merged. In 2020 its assets moved to the Ascension Crittenton Hospital Pension Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 021). Accounts moved with them, so that plan is the one to contact.

Plan number
022Employer EIN 31-1662309
Participants (2019)
509
Net assets (2019)
$36.4 million
Plan administrator
Ascension Health (Ascension Healthcare)
Po Box 45998
ST. Louis, MO 63145
(314) 733-8600As filed for 2020
In effect since
January 1, 1973

Earlier sponsor: Middle Tennessee Medical Center, Inc. (2009–2016).

Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0not listed
2019509$36.4 millionnot listed
2018519$32.2 millionnot listed
2017530$35.1 millionnot listed
2016551$34.4 millionnot listed
2015564$32.7 millionnot listed
2014577$35.1 millionnot listed
2013594$32.5 millionnot listed
2012610$34.3 millionnot listed
2011647$34.0 millionnot listed
2010678$31.6 millionnot listed
2009713$28.0 millionnot listed

Ascension Brighton Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2020 its assets moved to the Ascension Crittenton Hospital Pension Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 021). Accounts moved with them, so that plan is the one to contact.

Plan number
020Employer EIN 31-1662309
Participants (2019)
190
Net assets (2019)
$5.7 million
Plan administrator
Ascension Healthcare Pension Committee
Po Box 45998
ST. Louis, MO 63145
(314) 733-8600As filed for 2020
In effect since
January 1, 1967

Earlier sponsor: Brighton Hospital (2009–2016).

Earlier plan names: Brighton Hospital Retirement Plan.

Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0not listed
2019190$5.7 millionnot listed
2018191$5.1 millionnot listed
2017195$5.8 millionnot listed
2016199$5.4 millionnot listed
2015208$5.5 millionnot listed
2014210$6.1 millionnot listed
2013204$5.8 millionnot listed
2012206$5.8 millionnot listed
2011212$6.0 millionnot listed
2010247$5.6 millionnot listed
2009245$5.8 millionnot listed

Via Christi Health 401(k) Plan

401(k)Merged

Merged. In 2019 its assets moved to the Ascension Healthcare 401(k) Retirement Savings Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 333). Accounts moved with them, so that plan is the one to contact.

Plan number
010Employer EIN 31-1662309
Participants (2018)
6,555
Net assets (2018)
$172 million
Recordkeeper
TransamericaEarlier: Fidelity (2012–2015), Empower (2009–2011)
Plan administrator
Ascension Health (Ascension Healthcare)
Po Box 46944
ST Louis, MO 63146
(314) 733-8600As filed for 2019
In effect since
January 1, 1997

Earlier sponsors: Via Christi Health System, Inc. (2009–2011); Via Christi Health, Inc (2012–2015).

Earlier plan names: Via Christi Health System, Inc. 401(k) Plan.

Year by year, 2009 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0Transamerica
20186,555$172 millionTransamerica
20176,849$201 millionTransamerica
20169,461$194 millionTransamerica
201512,404$198 millionFidelity
201412,095$183 millionFidelity
201311,828$137 millionFidelity
201210,047$71.7 millionFidelity
20111,072$14.5 millionEmpower
2010909$12.3 millionEmpower
2009940$10.9 millionEmpower

Wichita Clinic Retirement Savings Plan

401(k)Merged

Merged. In 2019 its assets moved to the Ascension Healthcare 401(k) Retirement Savings Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 333). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 31-1662309
Participants (2018)
482
Net assets (2018)
$83.8 million
Recordkeeper
TransamericaEarlier: Fidelity (2010–2015)
Plan administrator
Ascension Health (Ascension Healthcare)
Po Box 46944
ST Louis, MO 63146
(314) 733-8600As filed for 2019
In effect since
January 1, 1983

Earlier sponsors: Wichita Clinic, P.A. (2009–2012); Via Christi Clinic, P.A. (2013–2015).

Earlier plan names: Wichita Clinic Retirement Savings Plan F/K/A Wichita Clinic, P.A. Profit Sharing Plan.

Year by year, 2009 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0Transamerica
2018482$83.8 millionTransamerica
2017533$96.2 millionTransamerica
2016586$88.5 millionTransamerica
2015643$89.3 millionFidelity
2014771$134 millionFidelity
2013864$144 millionFidelity
2012949$127 millionFidelity
20111,044$122 millionFidelity
20101,317$142 millionFidelity
20091,342$128 millionnot listed

Mercy Regional Health Center 403(b) Plan

403(b)Merged

Merged. In 2019 its assets moved to the Ascension Healthcare Legacy Erisa 403(b) Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 015). Accounts moved with them, so that plan is the one to contact.

Plan number
009Employer EIN 31-1662309
Participants (2018)
145
Net assets (2018)
$6.4 million
Recordkeeper
TransamericaEarlier: Fidelity (2013–2015), Empower (2009–2012)
Plan administrator
Ascension Health (Ascension Healthcare)
Po Box 46944
ST Louis, MO 63146
(314) 733-8600As filed for 2019
In effect since
January 1, 1987

Earlier sponsors: Mercy Regional Health Center (2009–2015); Via Christi Hospital Manhattan, Inc. (2016).

Year by year, 2009 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0Transamerica
2018145$6.4 millionTransamerica
2017162$7.4 millionTransamerica
2016304$7.1 millionTransamerica
2015340$7.3 millionFidelity
2014440$8.2 millionFidelity
2013443$8.5 millionFidelity
2012761$7.9 millionEmpower
20111,051$8.2 millionEmpower
20101,000$7.5 millionEmpower
20091,075$5.9 millionEmpower

Calumet Medical Center Retirement Plan

Money purchase pensionMergedUnion (multiemployer)

Merged. In 2019 its assets moved to the Mercy Regional Health Center Retirement Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 008). Accounts moved with them, so that plan is the one to contact.

Plan number
011Employer EIN 31-1662309
Participants (2018)
80
Net assets (2018)
$2.7 million
Last listed recordkeeper
TransamericaEarlier: Principal (2009–2013)
Plan administrator
Ascension Health (Ascension Healthcare)
Po Box 46944
ST Louis, MO 63146
(314) 733-8600As filed for 2019
In effect since
March 1, 1968

Earlier sponsor: Calumet Medical Center, Inc. (2009–2016).

Year by year, 2009 to 2019
Plan yearParticipantsNet assetsRecordkeeper
20190$0not listed
201880$2.7 millionnot listed
201782$2.9 millionnot listed
201690$2.8 millionnot listed
201595$2.8 millionTransamerica
2014105$3.2 millionTransamerica
2013158$3.3 millionPrincipal
2012161$2.7 millionPrincipal
2011157$2.7 millionPrincipal
2010178$3.4 millionPrincipal
2009183$3.0 millionPrincipal

Carondelet Medical Group 401(k) Profit Sharing Plan

401(k)MergedUnion (multiemployer)

Merged. In 2018 its assets moved to the Ascension Healthcare 401(k) Retirement Savings Plan, sponsored by Ascension Health (Ascension Healthcare) (EIN 31-1662309, plan 333). Accounts moved with them, so that plan is the one to contact.

Plan number
013Employer EIN 31-1662309
Participants (2017)
89
Net assets (2017)
$7.7 million
Recordkeeper
TransamericaEarlier: Principal (2009–2012)
Plan administrator
Ascension Health (Ascension Healthcare)
Po Box 46944
ST Louis, MO 63146
(314) 733-8600As filed for 2018
In effect since
January 1, 1996

Earlier sponsor: Carondelet Medical Group, P.C. (2009–2015).

Earlier plan names: Carondelet Medical Group, PC 401(k) Profit Shaing Plan; Carondelet Medical Group, PC 401(k) Profit Sharing Plan.

Year by year, 2009 to 2018
Plan yearParticipantsNet assetsRecordkeeper
20180$0not listed
201789$7.7 millionTransamerica
2016100$7.1 millionTransamerica
2015234$14.1 millionTransamerica
2014257$15.3 millionTransamerica
2013283$16.0 millionTransamerica
2012414$16.2 millionPrincipal
2011552$13.3 millionPrincipal
2010481$13.0 millionPrincipal
2009433$10.4 millionPrincipal

If you had money in one of these plans

  1. Call Transamerica (transamerica.com), which runs the Ascension Healthcare 401(k) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((314) 733-8600). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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