Other · DOL Form 5500 · 2022
St. Luke's Health System, Ltd. Retirement Plan
Data updated 2026-08-11
- $772M
- Total assets
- 15,284
- Participants
- 99th
- Percentile by assets
- $50,484
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $772M
- total plan assets (2022 EOY)
- 15,284
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $50,484
- avg assets per participant
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.
Participants vs Idaho filers
In Idaho, the average filing covers about 347 participants across 760 plans. St. Lukes Health System Matched 403b Plan reports 15,284 participants - 44x that state average ($772M EOY assets).
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.)
| 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.
St. Lukes Health System Matched 403b Plan vs. nearby Other plans in Idaho, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to St. Lukes Health System Matched 403b Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did St. Lukes Health System Matched 403b Plan assets move in 2022? ▼
How have St. Luke's Health System, Ltd. plan assets changed over time? ▼
Where does St. Lukes Health System Matched 403b Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on St. Lukes Health System Matched 403b Plan's numbers.
- By total assets, St. Lukes Health System Matched 403b Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Idaho. Compare plans
- St. Luke's Health System, Ltd.'s sponsor-wide assets have grown 35.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans