Defined Benefit (Pension) · DOL Form 5500 · 2022

St. Lukes Hospital of Duluth Pension Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
475
Participants Below avg headcount
94th
Percentile by assets National rank
$269,270
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of St. Lukes Hospital of Duluth · Sponsored by St. Lukes Hospital of Duluth · Minnesota · Healthcare & Social Assistance

$128M in assets, 475 participants

St. Lukes Hospital of Duluth's Pension Plan for Employees of St. Lukes Hospital of Duluth reported $128M in total assets and 475 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.

  • #19,021 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Pension Plan for Employees of St. Lukes Hospital of Duluth covers 475 participants in Minnesota, about 42% of the average Minnesota filer (state average ~1,126 per filing). Assets: $128M.

#19,021
in Healthcare & Social Assistance (20,060 peers)
-25.4%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of St. Lukes Hospital of Duluth's outsized position by total assets

Pension Plan for Employees of St. Lukes Hospital of Duluth vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$127,903,248 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pension Plan for Employees of St. Lukes Hospital of Duluth among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of St. Lukes Hospital of Duluth sits mid-pack in the medium band (475 participants).

Published 5500 schedule card

Filing strip 410714079 · St. Lukes Hospital of Duluth PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of St. Lukes Hospital of Duluth · $128M · 475 · 94th

  • SCH $128M
  • SCH 475
  • SCH 94th
  • SCH Defined Benefit (Pension)
  • SCH near IBEW Local Union No. 479 Pension Trust Fund
  • SCH ind #19021

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 Minnesota →

Pension Plan for Employees of St. Lukes Hospital of Duluth in the asset neighbourhood

IBEW Local Union No. 479 Pension Trust FundIBEW Local Union No. 479 Pen…$128MPension Plan for Employees of St. Lukes Hospital of DuluthPension Plan for Employees o…$128MTriple-S Management Corporation Non-Contributory Retirement PlanTriple-S Management Corporat…$128MValmet Inc, Defined Benefit PlanValmet Inc, Defined Benefit …$128MColumbus Mckinnon Corporation Monthly Retirement PColumbus Mckinnon Corporatio…$128M
End-of-year total assets ($M) among Pension Plan for Employees of St. Lukes Hospital of Duluth and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$171M
Net Assets (End of Year)$128M
Net Income-$43M
Employer EIN410714079
Plan Effective Date1947-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Lukes Hospital of Duluth)

Sponsor-wide plan assets over time

All St. Lukes Hospital of Duluth plans reported in each filing year

Latest sponsor-wide plan assets
$552M 20.634357847988795% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $457M $552M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 3,228 $457M
2023 2 3,227 $512M
2024 2 3,226 $552M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Pension Plan for Employees of St. Lukes Hospital of Duluth vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Plan for Employees of St. Lukes Hospital of Duluth, Total assets ($B): 0.127903248 · Participants: 475Pension Plan for Employees of St. Lukes Hospital of Duluth3M Employee Retirement Income Plan, Total assets ($B): 14.047885796 · Participants: 121603M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 10.299849315 · Participants: 66434Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 3.940696075 · Participants: 25144The Travelers Pension PlanU.S. Bank Pension Plan, Total assets ($B): 3.73901396 · Participants: 55836U.S. Bank Pension PlanTarget Corporation Pension Plan, Total assets ($B): 3.348662968 · Participants: 50515Target Corporation Pension Plan
Pension Plan for Employees of St. Lukes Hospital of Duluth vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Pension Plan for Employees of St. Lukes Hospital of Duluth side-by-side with 3 peers →

Pension Plan for Employees of St. Lukes Hospital of Duluth's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is IBEW Local Union No. 479 Pension Trust Fund in TX ($128M); by covered participants it is Cincinnati Bell Management Pension Plan in OH (475 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees of St. Lukes Hospital of Duluth assets move in 2022? ▼
Pension Plan for Employees of St. Lukes Hospital of Duluth declined sharply - down 25.4% during 2022, from $171M to $128M. Reported net income was -$43M.
How have St. Lukes Hospital of Duluth plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Lukes Hospital of Duluth's sponsor-wide assets grew 20.6%, from $457M to $552M.
Where does Pension Plan for Employees of St. Lukes Hospital of Duluth rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of St. Lukes Hospital of Duluth 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 Pension Plan for Employees of St. Lukes Hospital of Duluth? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local Union No. 479 Pension Trust Fund in TX ($128M, 615 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of St. Lukes Hospital of Duluth? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cincinnati Bell Management Pension Plan in OH (475 participants, $115M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410714079.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.