Profit Sharing · DOL Form 5500 · 2022
St. Luke's Health System, Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $562M
- Total assets Above avg plan size
- 15,768
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $35,633
- Avg per participant Low balance/head
Official DOL plan name: St. Luke's Health System Performance Incentive and 401(a) Matching Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance
$562M in assets, 15,768 participants
St. Luke's Health System, Ltd.'s St. Luke's Health System Performance Incentive and 401(a) Matching Plan reported $562M in total assets and 15,768 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,717 in Healthcare & Social Assistance (20,060 peers)
Coverage in Idaho
St. Luke's Health System Performance Incentive and 401(a) Matching Plan covers 15,768 participants in Idaho, 45x the typical Idaho plan (state average ~347 per filing). Assets: $562M.
- #19,717
- in Healthcare & Social Assistance (20,060 peers)
- -17.3%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $117M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Luke's Health System Performance Incentive and 401(a) Matching Plan's outsized position by total assets
St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$561,868,199 Top 2% higher than 98% 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. Luke's Health System Performance Incentive and 401(a) Matching 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. Luke's Health System Performance Incentive and 401(a) Matching Plan is a mega filing (15,768 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 562570681 · St. Luke's Health System, Ltd. PY 2022 · Profit Sharing
St. Luke's Health System Performance Incentive and 401(a) Matching Plan · $562M · 15,768 · 98th
- NET $562M
- NET 15,768
- NET 98th
- NET Profit Sharing
- NET near Popular, Inc. Pr Savings and Investment Plan
- NET ind #19717
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. Luke's Health System Performance Incentive and 401(a) Matching Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $679M |
|---|---|
| Net Assets (End of Year) | $562M |
| Net Income | -$117M |
| Employer EIN | 562570681 |
| Plan Effective Date | 1995-01-01 |
| 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 Profit Sharing Plans in Idaho
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dykman Electrical, Inc. Profit Sharing Plan $20M · 86
- The Bank of Commerce Profit Sharing Plan $18M · 153
- St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan $16M · 399
- Omnipure Filter Co. Inc. Profit Sharing Plan $15M · 131
- Ritewood Inc Retirement Plan $15M · 113
Scale composition for St. Luke's Health System Performance Incentive and 401(a) Matching Plan
St. Luke's Health System Performance Incentive and 401(a) Matching Plan reports $562M in end-of-year assets across 15,768 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $35,633 per participant (26% of the national average assets-per-participant) . Net income for plan year 2022 was -$117M.
This plan identity (EIN 562570681, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $562M to $770M (+37.0%) while covered participants moved from 15,768 to 17,370 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,768 | $562M | This page |
| 2023 | 16,714 | $672M | Open filing |
| 2024 · index core | 17,370 | $770M | 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. Luke's Health System Performance Incentive and 401(a) Matching Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Idaho, the nearest Profit Sharing by assets is Popular, Inc. Pr Savings and Investment Plan in PR ($561M); by covered participants it is Henry Ford Health System Retirement Savings Plan in MI (15,480 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($562M here).
- Popular, Inc. Pr Savings and Investment Plan (PR) $561M · 7,773
- Steamfitters' Industry Supplemental Retirement Fund (NY) $558M · 3,897
- Morgan, Lewis & Bockius LLP Defined Contribution Plan (PA) $558M · 2,434
- Legacy Health Defined Contribution Retirement Plan (OR) $557M · 10,849
Similar participant headcount
Nearest other-state filings by covered participants (15,768 participants); asset peers above are excluded.
- Henry Ford Health System Retirement Savings Plan (MI) 15,480 · 288 off
- Mid-America Carpenters Regional Council Supplemental Retirement Plan (IL) 16,140 · 372 off
- Midwest Operating Engineers Retirement Enhancement (IL) 15,224 · 544 off
- Rochester Regional Health 403(b) Defined Contribution Plan (NY) 15,215 · 553 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.