Defined Benefit (Pension) · DOL Form 5500 · 2022

St. Luke's Methodist Hospital Pension Plan

Data updated 2026-08-11

$124M
Total assets
479
Participants
94th
Percentile by assets
$259,438
Avg per participant
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Official DOL plan name: St. Luke's Methodist Hospital Retirement Plan · Sponsored by St. Luke's Methodist Hospital · Iowa · Healthcare & Social Assistance

$124M in assets, 479 participants

St. Luke's Methodist Hospital's St. Luke's Methodist Hospital Retirement Plan reported $124M in total assets and 479 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.

  • 94th percentile by assets (of 139,126 plans)
  • #19,000 in Healthcare & Social Assistance (20,060 peers)

Where St. Luke's Methodist Hospital Retirement Plan sits by assets

St. Luke's Methodist Hospital Retirement Plan sits in the top 10% of all filed plans by assets, $124M for 479 participants (~$259,438/participant), down 21.9% in 2022.

$124M
total plan assets (2022 EOY)
479
covered participants
94th
percentile by assets (of 139,126 plans)
$259,438
avg assets per participant

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where St. Luke's Methodist Hospital Retirement Plan sits by total assets

St. Luke's Methodist Hospital Retirement Plan vs every filed plan by assets

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

$124,270,785 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Iowa
Industry
Healthcare & Social Assistance

St. Luke's Methodist Hospital Retirement Plan vs the 2022 asset distribution

By assets, St. Luke's Methodist Hospital Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$124M
Net Income-$35M
Employer EIN420504780
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Luke's Methodist Hospital)

$-50M$0M$50M$100M$150M 202220232024 $124M $9.21M ▼ -92.6%
Total plan assets by year, all St. Luke's Methodist Hospital plans on file
Year Plans Participants Total Assets
2022 1 479 $124M
2023 1 418 $123M
2024 1 377 $9M

Nearby Defined Benefit (Pension) Plans in Iowa

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

St. Luke's Methodist Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants St. Luke's Methodist…, Total assets ($B): 0.124270785 · Participants: 479St. Luke's Methodist…Transamerica Pension…, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension…Principal Cash Balan…, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balan…Midamerican Energy C…, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy C…Employers Mutual Cas…, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Cas…Non-Contributory Ret…, Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Ret…
St. Luke's Methodist Hospital Retirement Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare St. Luke's Methodist Hospital Retirement… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to St. Luke's Methodist Hospital Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did St. Luke's Methodist Hospital Retirement Plan assets move in 2022? ▼
St. Luke's Methodist Hospital Retirement Plan declined sharply - down 21.9% during 2022, from $159M to $124M. Reported net income was -$35M.
How have St. Luke's Methodist Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Luke's Methodist Hospital's sponsor-wide assets declined 92.6%, from $124M to $9M.
Where does St. Luke's Methodist Hospital Retirement Plan rank by assets among Form 5500 filers? ▼
St. Luke's Methodist Hospital Retirement Plan 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 St. Luke's Methodist Hospital Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Hockey League Retirement Plan United States in NY ($124M, 304 participants).

Next read for St. Luke's Methodist Hospital Retirement…

Scale reading

Ways to act on St. Luke's Methodist Hospital Retirement Plan's numbers.

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 420504780.

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.