Other · DOL Form 5500 · 2022

Faxton - St. Luke's Healthcare Retirement Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
2,614
Participants Above avg headcount
95th
Percentile by assets National rank
$63,756
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Faxton - St. Luke's Healthcare 403(b) Retirement Plan · Sponsored by Faxton - St. Luke's Healthcare · New York · Healthcare & Social Assistance

$167M in assets, 2,614 participants

Faxton - St. Luke's Healthcare's Faxton - St. Luke's Healthcare 403(b) Retirement Plan reported $167M in total assets and 2,614 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,183 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Faxton - St. Luke's Healthcare 403(b) Retirement Plan covers 2,614 participants in New York, 3.3x the typical New York plan (state average ~798 per filing). Assets: $167M.

#19,183
in Healthcare & Social Assistance (20,060 peers)
-15.2%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Faxton - St. Luke's Healthcare 403(b) Retirement Plan's outsized position by total assets

Faxton - St. Luke's Healthcare 403(b) Retirement Plan vs every filed plan by assets

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

$166,657,407 Top 5% higher than 95% 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

Faxton - St. Luke's Healthcare 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Faxton - St. Luke's Healthcare 403(b) Retirement Plan lands in the large band (2,614 participants).

Published 5500 schedule card

Filing strip 161576637 · Faxton - St. Luke's Healthcare PY 2022 · Other

Faxton - St. Luke's Healthcare 403(b) Retirement Plan · $167M · 2,614 · 95th

  • VS-ST $167M
  • VS-ST 2,614
  • VS-ST 95th
  • VS-ST Other
  • VS-ST near Campbell University Defined Contribution Retirement Plan
  • VS-ST ind #19183

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 New York →

Faxton - St. Luke's Healthcare 403(b) Retirement Plan in the asset neighbourhood

Metro Health 403(b) Retirement Savings PlanMetro Health 403(b) Retireme…$167MWorld Wildlife Fund, Inc. Tax Deferred Pension PlanWorld Wildlife Fund, Inc. Ta…$167MCampbell University Defined Contribution Retirement PlanCampbell University Defined …$167MFaxton - St. Luke's Healthcare 403(b) Retirement PlanFaxton - St. Luke's Healthca…$167MAltamed Health Services Corporation 403(b) PlanAltamed Health Services Corp…$166M
End-of-year total assets ($M) among Faxton - St. Luke's Healthcare 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$167M
Net Income-$30M
Employer EIN161576637
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Faxton - St. Luke's Healthcare)

Sponsor-wide plan assets over time

All Faxton - St. Luke's Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$530M 55.965519245374516% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $340M $530M ▲ +56.0%
Year Plans Participants Total Assets
2022 2 4,974 $340M
2023 2 5,127 $390M
2024 2 7,689 $530M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Faxton - St. Luke's Healthcare 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -20246810 Total assets ($B) Participants Faxton - St. Luke's Healthcare 403(b) Retirement Plan, Total assets ($B): 0.166657407 · Participants: 2614Faxton - St. Luke's Healthcare 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Faxton - St. Luke's Healthcare 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Faxton - St. Luke's Healthcare 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Campbell University Defined Contribution Retirement Plan in NC ($167M); by covered participants it is Operating Engineers Local 520 Annuity Plan in IL (2,609 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,614 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 Faxton - St. Luke's Healthcare 403(b) Retirement Plan assets move in 2022? ▼
Faxton - St. Luke's Healthcare 403(b) Retirement Plan declined sharply - down 15.2% during 2022, from $196M to $167M. Reported net income was -$30M.
How have Faxton - St. Luke's Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Faxton - St. Luke's Healthcare's sponsor-wide assets grew 56.0%, from $340M to $530M.
Where does Faxton - St. Luke's Healthcare 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Faxton - St. Luke's Healthcare 403(b) Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Faxton - St. Luke's Healthcare 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Campbell University Defined Contribution Retirement Plan in NC ($167M, 1,066 participants).
Which Other plans cover a similar participant headcount to Faxton - St. Luke's Healthcare 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Operating Engineers Local 520 Annuity Plan in IL (2,609 participants, $206M in assets).