Profit Sharing · DOL Form 5500 · 2022
St. Luke's Health System, Ltd. Profit Sharing Plan
Data updated 2026-08-11
- $562M
- Total assets
- 15,768
- Participants
- 98th
- Percentile by assets
- $35,633
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $562M
- total plan assets (2022 EOY)
- 15,768
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $35,633
- avg assets per participant
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.
Participants vs Idaho filers
In Idaho, the average filing covers about 347 participants across 760 plans. St. Luke's Health System Performance Incentive and 401(a) Matching Plan reports 15,768 participants - 45x that state average ($562M EOY assets).
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.)
| 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.
St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants
- 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to St. Luke's Health System Performance Incentive and 401(a) Matching Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did St. Luke's Health System Performance Incentive and 401(a) Matching Plan assets move in 2022? ▼
How have St. Luke's Health System, Ltd. plan assets changed over time? ▼
Where does St. Luke's Health System Performance Incentive and 401(a) Matching Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to St. Luke's Health System Performance Incentive and 401(a) Matching Plan? ▼
Next read for St. Luke's Health System Performance Inc…
Filing takeaways
Ways to act on St. Luke's Health System Performance Incentive and 401(a) Matching Plan's numbers.
- By total assets, St. Luke's Health System Performance Incentive and 401(a) Matching Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing 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