401(k) · DOL Form 5500 · 2022

Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
609
Participants Below avg headcount
50th
Percentile by assets National rank
$7,814
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St Luke Home Care and Hospice Retirement Plan · Sponsored by Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas · Puerto Rico · Healthcare & Social Assistance

$5M in assets, 609 participants

Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas's St Luke Home Care and Hospice Retirement Plan reported $5M in total assets and 609 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,050 in Healthcare & Social Assistance (20,060 peers)

Coverage in Puerto Rico

St Luke Home Care and Hospice Retirement Plan covers 609 participants in Puerto Rico, 6.8x the typical Puerto Rico plan (state average ~89 per filing). Assets: $5M.

#11,050
in Healthcare & Social Assistance (20,060 peers)
-29.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St Luke Home Care and Hospice Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St Luke Home Care and Hospice Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,758,988 Top 50% higher than 50% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

St Luke Home Care and Hospice Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St Luke Home Care and Hospice Retirement Plan sits mid-pack in the medium band (609 participants).

Form 5500 schedule snapshot

Filing strip 660592943 · Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas PY 2022 · 401(k)

St Luke Home Care and Hospice Retirement Plan · $5M · 609 · 50th

  • EOY $5M
  • 5500 609
  • ASSETS 50th
  • PCT 401(k)
  • EIN near Agilex Business Solutions 401(k) Plan
  • RANK ind #11050

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 Puerto Rico →

St Luke Home Care and Hospice Retirement Plan in the asset neighbourhood

St Luke Home Care and Hospice Retirement PlanSt Luke Home Care and Hospic…$5MAgilex Business Solutions 401(k) PlanAgilex Business Solutions 40…$5MResonance 401(k) Plan$5MBall Enterprises Inc 401(k) PlanBall Enterprises Inc 401(k) …$5MGeneral Mechanical, Inc. 401(k) Profit Sharing PlanGeneral Mechanical, Inc. 401…$5M
End-of-year total assets ($M) among St Luke Home Care and Hospice Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN660592943
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas)

Sponsor-wide plan assets over time

All Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.5219353358319045% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M 202220232024 $4.76M $5.12M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 609 $5M
2023 1 662 $5M
2024 1 638 $5M

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St Luke Home Care and Hospice Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants St Luke Home Care and Hospice Retirement Plan, Total assets ($M): 4.758988 · Participants: 609St Luke Home Care and Hospice Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
St Luke Home Care and Hospice Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

St Luke Home Care and Hospice Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Agilex Business Solutions 401(k) Plan in WI ($5M); by covered participants it is Plymouth Tube Company 401(k) Savings Plan and Trust in IL (609 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (609 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St Luke Home Care and Hospice Retirement Plan assets move in 2022?
St Luke Home Care and Hospice Retirement Plan declined sharply - down 29.9% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas plan assets changed over time?
Across 3 plan years on file (2022-2024), Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas's sponsor-wide assets grew 7.5%, from $5M to $5M.
Which 401(k) plans are similar in size to St Luke Home Care and Hospice Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Agilex Business Solutions 401(k) Plan in WI ($5M, 387 participants).
Which 401(k) plans cover a similar participant headcount to St Luke Home Care and Hospice Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Plymouth Tube Company 401(k) Savings Plan and Trust in IL (609 participants, N/A in assets).