Defined Benefit (Pension) · DOL Form 5500 · 2022

St. Luke's Health System, Ltd. Pension Plan

Data updated 2026-08-11

$144M
Total assets
268
Participants
94th
Percentile by assets
$537,691
Avg per participant
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Official DOL plan name: St. Luke's Health System Basic Pension Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance

$144M in assets, 268 participants

St. Luke's Health System, Ltd.'s St. Luke's Health System Basic Pension Plan reported $144M in total assets and 268 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #19,090 in Healthcare & Social Assistance (20,060 peers)

Where St. Luke's Health System Basic Pension Plan sits by assets

St. Luke's Health System Basic Pension Plan sits in the top 10% of all filed plans by assets, $144M for 268 participants (~$537,691/participant), down 22.6% in 2022.

$144M
total plan assets (2022 EOY)
268
covered participants
94th
percentile by assets (of 139,126 plans)
$537,691
avg assets per participant

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Luke's Health System Basic Pension Plan vs the 2022 asset distribution

By assets, St. Luke's Health System Basic Pension Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$186M
Net Assets (End of Year)$144M
Net Income-$42M
Employer EIN562570681
Plan Effective Date1960-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Luke's Health System, Ltd.)

$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.52B $2.06B ▲ +35.5%
Total plan assets by year, all St. Luke's Health System, Ltd. plans on file
Year Plans Participants Total Assets
2022 4 31,444 $1.5B
2023 4 33,790 $1.8B
2024 4 34,970 $2.1B

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

St. Luke's Health System Basic Pension Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants

St. Luke's Health System Basic Pension Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. 0200040006000 00.511.52 Total assets ($B) Participants St. Luke's Health Sy…Idaho National Labor…Retirement Plan of I…Shaws Supermarkets, …Amalgamated Sugar Co…Hecla Mining Company…
St. Luke's Health System Basic Pension Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to St. Luke's Health System Basic Pension Plan by total assets, not by location.

Frequently Asked Questions

How did St. Luke's Health System Basic Pension Plan assets move in 2022?
St. Luke's Health System Basic Pension Plan declined sharply - down 22.6% during 2022, from $186M to $144M. Reported net income was -$42M.
How have St. Luke's Health System, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Luke's Health System, Ltd.'s sponsor-wide assets grew 35.6%, from $1.5B to $2.1B.
Where does St. Luke's Health System Basic Pension Plan rank by assets among Form 5500 filers?
St. Luke's Health System Basic Pension Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to St. Luke's Health System Basic Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gerdau Ameristeel US Retirement Plan in FL ($144M, 588 participants).

Next read for St. Luke's Health System Basic Pension P…

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