Other · DOL Form 5500 · 2022
St. Luke's Health Network, Inc. Retirement Plan
Data updated 2026-08-25
- $503M
- Total assets Above avg plan size
- 17,079
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $29,474
- Avg per participant Low balance/head
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.
- #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.
- #19,674
- in Healthcare & Social Assistance (20,060 peers)
- -6.7%
- assets change YoY
- 5.1×
- vs typical plan assets (national mean)
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.
St. Luke's Health Network 403(b) Plan's outsized position by total assets
St. Luke's Health Network 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$503,393,141 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 Network 403(b) 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 Network 403(b) Plan is a mega filing (17,079 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 231352213 · St. Luke's Health Network, Inc. PY 2022 · Other
St. Luke's Health Network 403(b) Plan · $503M · 17,079 · 98th
- TYPE $503M
- NET 17,079
- BOOK 98th
- VS-ST Other
- BOY near The Retirementplus Retirement Plan for Employees of Mount Auburn
- SCH ind #19674
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 Pennsylvania →
St. Luke's Health Network 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All St. Luke's Health Network, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 38.517958533170834% vs 2022
- 2024 filing year
| 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.
- 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)
St. Luke's Health Network 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Retirementplus Retirement Plan for Employees of Mount Auburn in MA ($505M); by covered participants it is Henry Ford Health System Heritage 403(b) Plan in MI (17,067 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($503M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (17,079 participants); asset peers above are excluded.
- Henry Ford Health System Heritage 403(b) Plan (MI) 17,067 · 12 off
- Johns Hopkins Health System Corporation 403(b) Plan (MD) 17,244 · 165 off
- Columbia University Voluntary Retirement Savings Plan (NY) 16,817 · 262 off
- Yale University Tax-Deferred 403(b) Savings Plan (CT) 16,785 · 294 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.