Other · DOL Form 5500 · 2022
St. Luke's Health Network, Inc. Retirement Plan
Data updated 2026-08-11
- $503M
- Total assets
- 17,079
- Participants
- 98th
- Percentile by assets
- $29,474
- Avg per participant
Official DOL plan name: St. Luke's Health Network 403(b) Plan · Sponsored by St. Luke's Health Network, Inc. · Pennsylvania · Healthcare & Social Assistance
$503M in assets, 17,079 participants
St. Luke's Health Network, Inc.'s St. Luke's Health Network 403(b) Plan reported $503M in total assets and 17,079 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)
- #19,674 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
St. Luke's Health Network 403(b) Plan covers 17,079 participants in Pennsylvania, 21x the typical Pennsylvania plan (state average ~822 per filing). Assets: $503M.
- $503M
- total plan assets (2022 EOY)
- 17,079
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $29,474
- avg assets per participant
The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. St. Luke's Health Network 403(b) Plan reports 17,079 participants - 21x that state average ($503M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $540M |
|---|---|
| Net Assets (End of Year) | $503M |
| Net Income | -$36M |
| Employer EIN | 231352213 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Luke's Health Network, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 36,620 | $1.3B |
| 2023 | 4 | 39,312 | $1.5B |
| 2024 | 4 | 37,695 | $1.7B |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
St. Luke's Health Network 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Scale composition for St. Luke's Health Network 403(b) Plan
St. Luke's Health Network 403(b) Plan reports $503M in end-of-year assets across 17,079 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $29,474 per participant (21% of the national average assets-per-participant) . Net income for plan year 2022 was -$36M.
This plan identity (EIN 231352213, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $503M to $810M (+61.0%) while covered participants moved from 17,079 to 19,666 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,079 | $503M | This page |
| 2023 | 18,569 | $656M | Open filing |
| 2024 · index core | 19,666 | $810M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- St. Luke's Health Network 403(b) Plan (Other, $810M, 19,666 participants)
- St. Lukes Health Network Pension Plan (Defined Benefit (Pension), $459M, 2,221 participants)
- St. Luke's Health Network Defined Contribution Plan (Profit Sharing, $423M, 15,648 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to St. Luke's Health Network 403(b) Plan by total assets, not by location.
- The Retirementplus Retirement Plan for Employees of Mount Auburn (MA) $505M · 2,146
- Illinois Institute of Technology Tax Deferred Annuity Plan (IL) $506M · 1,049
- The Catholic University of America Retirement Plan (DC) $500M · 1,751
- Pepperdine University Retirement Plan (CA) $509M · 1,845
Frequently Asked Questions
How did St. Luke's Health Network 403(b) Plan assets move in 2022? ▼
How have St. Luke's Health Network, Inc. plan assets changed over time? ▼
Where does St. Luke's Health Network 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to St. Luke's Health Network 403(b) Plan? ▼
Next read for St. Luke's Health Network 403(b) Plan
Filing takeaways
Ways to act on St. Luke's Health Network 403(b) Plan's numbers.
- By total assets, St. Luke's Health Network 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- St. Luke's Health Network, Inc.'s sponsor-wide assets have grown 38.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans