401(k) · DOL Form 5500 · 2022
Saint Luke's Health System 401(k) Plan
Data updated 2026-08-25
- $341M
- Total assets Above avg plan size
- 11,824
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $28,808
- Avg per participant Low balance/head
Official DOL plan name: Saint Luke's Retirement Balance and Matching Plan · Sponsored by Saint Luke's Health System · Missouri · Healthcare & Social Assistance
$341M in assets, 11,824 participants
Saint Luke's Health System's Saint Luke's Retirement Balance and Matching Plan reported $341M in total assets and 11,824 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,543 in Healthcare & Social Assistance (20,060 peers)
Coverage in Missouri
Saint Luke's Retirement Balance and Matching Plan covers 11,824 participants in Missouri, 16x the typical Missouri plan (state average ~737 per filing). Assets: $341M.
- #19,543
- in Healthcare & Social Assistance (20,060 peers)
- -12.9%
- assets change YoY
- 3.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $50M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saint Luke's Retirement Balance and Matching Plan's outsized position by total assets
Saint Luke's Retirement Balance and Matching Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$340,626,277 Top 3% higher than 97% 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
Saint Luke's Retirement Balance and 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. Saint Luke's Retirement Balance and Matching Plan is a mega filing (11,824 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 431747502 · Saint Luke's Health System PY 2022 · 401(k)
Saint Luke's Retirement Balance and Matching Plan · $341M · 11,824 · 97th
- NET $341M
- NET 11,824
- NET 97th
- NET 401(k)
- NET near Akron General Health System 401(k) Plan
- NET ind #19543
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 Missouri →
Saint Luke's Retirement Balance and Matching Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $391M |
|---|---|
| Net Assets (End of Year) | $341M |
| Net Income | -$50M |
| Employer EIN | 431747502 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Luke's Health System)
Sponsor-wide plan assets over time
All Saint Luke's Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 43.262422869172% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 25,423 | $1.0B |
| 2023 | 2 | 26,509 | $1.3B |
| 2024 | 2 | 25,163 | $1.5B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Scale composition for Saint Luke's Retirement Balance and Matching Plan
Saint Luke's Retirement Balance and Matching Plan reports $341M in end-of-year assets across 11,824 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $28,808 per participant (21% of the national average assets-per-participant) . Net income for plan year 2022 was -$50M.
This plan identity (EIN 431747502, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $341M to $492M (+44.4%) while covered participants moved from 11,824 to 12,441 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,824 | $341M | This page |
| 2023 | 12,361 | $427M | Open filing |
| 2024 · index core | 12,441 | $492M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Saint Luke's 403(b) Plan (401(k), $961M, 12,722 participants)
- Saint Luke's Retirement Balance and Matching Plan (401(k), $492M, 12,441 participants)
- Saint Luke's Health System, Inc. Retirement Plan (Defined Benefit (Pension), $413K, 1,777 participants)
Saint Luke's Retirement Balance and Matching Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Akron General Health System 401(k) Plan in OH ($341M); by covered participants it is Ti Contribution and 401(k) Savings Plan in TX (11,821 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($341M here).
Similar participant headcount
Nearest other-state filings by covered participants (11,824 participants); asset peers above are excluded.
- Ti Contribution and 401(k) Savings Plan (TX) 11,821 · 3 off
- Life Care Companies LLC Retirement and 401(k) Savings Plan (IA) 11,831 · 7 off
- Taylor Fresh Foods, Inc. 401(k) Plan (CA) 11,816 · 8 off
- C&s and Affiliates 401(k) Savings Plan (a) (NH) 11,834 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.