Other · DOL Form 5500 · 2022
St. Luke's Health System, Ltd. Retirement Plan
Data updated 2026-08-25
- $772M
- Total assets Above avg plan size
- 15,284
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $50,484
- Avg per participant Low balance/head
Official DOL plan name: St. Lukes Health System Matched 403b Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance
$772M in assets, 15,284 participants
St. Luke's Health System, Ltd.'s St. Lukes Health System Matched 403b Plan reported $772M in total assets and 15,284 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,823 in Healthcare & Social Assistance (20,060 peers)
Coverage in Idaho
St. Lukes Health System Matched 403b Plan covers 15,284 participants in Idaho, 44x the typical Idaho plan (state average ~347 per filing). Assets: $772M.
- #19,823
- in Healthcare & Social Assistance (20,060 peers)
- -14.0%
- assets change YoY
- 7.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $126M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Lukes Health System Matched 403b Plan's outsized position by total assets
St. Lukes Health System Matched 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$771,593,986 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
St. Lukes Health System Matched 403b Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Lukes Health System Matched 403b Plan is a mega filing (15,284 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 562570681 · St. Luke's Health System, Ltd. PY 2022 · Other
St. Lukes Health System Matched 403b Plan · $772M · 15,284 · 99th
- RANK $772M
- RANK 15,284
- RANK 99th
- RANK Other
- RANK near Cape Cod Healthcare 403(b) Partnership Plan
- RANK ind #19823
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 Idaho →
St. Lukes Health System Matched 403b Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $898M |
|---|---|
| Net Assets (End of Year) | $772M |
| Net Income | -$126M |
| Employer EIN | 562570681 |
| Plan Effective Date | 1988-06-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Luke's Health System, Ltd.)
Sponsor-wide plan assets over time
All St. Luke's Health System, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 35.64803968551588% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 31,444 | $1.5B |
| 2023 | 4 | 33,790 | $1.8B |
| 2024 | 4 | 34,970 | $2.1B |
Nearby Other Plans in Idaho
Peer Other plans, same state, same plan type, ranked by total assets.
- The College of Idaho 403(b) Retirement Plan $43M · 352
- Kootenai Clinic 403(b) Plan $24M · 197
- Sun Valley Community School, Inc. 403(b) Plan $22M · 135
- Full Circle Health, Inc. 403(b) Plan $21M · 369
- Bonner General Hospital 403(b) Plan $19M · 454
Scale composition for St. Lukes Health System Matched 403b Plan
St. Lukes Health System Matched 403b Plan reports $772M in end-of-year assets across 15,284 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $50,484 per participant (37% of the national average assets-per-participant) . Net income for plan year 2022 was -$126M.
This plan identity (EIN 562570681, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $772M to $1.1B (+48.3%) while covered participants moved from 15,284 to 17,370 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,284 | $772M | This page |
| 2023 | 16,715 | $965M | Open filing |
| 2024 · index core | 17,370 | $1.1B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- St. Lukes Health System Matched 403b Plan (Other, $1.1B, 17,370 participants)
- St. Luke's Health System Performance Incentive and 401(a) Matching Plan (Profit Sharing, $770M, 17,370 participants)
- St. Luke's Health System Basic Pension Plan (Defined Benefit (Pension), $144M, 217 participants)
St. Lukes Health System Matched 403b Plan's out-of-state Other peers by assets and headcount
Outside Idaho, the nearest Other by assets is Cape Cod Healthcare 403(b) Partnership Plan in MA ($770M); by covered participants it is Northwestern University Voluntary Savings Plan in IL (15,574 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($772M here).
- Cape Cod Healthcare 403(b) Partnership Plan (MA) $770M · 4,813
- Marquette University Retirement Plan (WI) $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) $760M · 5,299
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) $759M · 19,041
Similar participant headcount
Nearest other-state filings by covered participants (15,284 participants); asset peers above are excluded.
- Northwestern University Voluntary Savings Plan (IL) 15,574 · 290 off
- Multicare Health System 403(b) Employee Savings Plan (WA) 14,779 · 505 off
- Washington University Retirement Savings Plan (IL) 15,925 · 641 off
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) 15,989 · 705 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.