Other · DOL Form 5500 · 2022

St. Luke Community Hospital and Nursing Home Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
354
Participants Below avg headcount
78th
Percentile by assets National rank
$57,942
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Luke Community Hospital and Nursing Home 403(b) Plan · Sponsored by St. Luke Community Hospital and Nursing Home · Montana · Healthcare & Social Assistance

$21M in assets, 354 participants

St. Luke Community Hospital and Nursing Home's St. Luke Community Hospital and Nursing Home 403(b) Plan reported $21M in total assets and 354 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,286 in Healthcare & Social Assistance (20,060 peers)

Where St. Luke Community Hospital and Nursing Home 403(b) Plan sits by assets

St. Luke Community Hospital and Nursing Home 403(b) Plan sits in the top quartile of all filed plans by assets, $21M for 354 participants (~$57,942/participant), down 10.1% in 2022.

#16,286
in Healthcare & Social Assistance (20,060 peers)
-10.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Luke Community Hospital and Nursing Home 403(b) Plan's outsized position by total assets

St. Luke Community Hospital and Nursing Home 403(b) Plan vs every filed plan by assets

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

$20,511,529 Top 22% higher than 78% 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

St. Luke Community Hospital and Nursing Home 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Luke Community Hospital and Nursing Home 403(b) Plan sits mid-pack in the medium band (354 participants).

EBSA filing schedule strip

Filing strip 810221486 · St. Luke Community Hospital and Nursing Home PY 2022 · Other

St. Luke Community Hospital and Nursing Home 403(b) Plan · $21M · 354 · 78th

  • EOY $21M
  • EOY 354
  • EOY 78th
  • EOY Other
  • EOY near Val Verde Hospital Corporation Employee Retirement Plan
  • EOY ind #16286

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 Montana →

St. Luke Community Hospital and Nursing Home 403(b) Plan in the asset neighbourhood

Cincinnati Country Day School Tiaa Cref Retirement PlanCincinnati Country Day Schoo…$21M403(b) Thrift Plan for Employees of Planned Parenthood North Central States403(b) Thrift Plan for Emplo…$21MVal Verde Hospital Corporation Employee Retirement PlanVal Verde Hospital Corporati…$21MSt. Luke Community Hospital and Nursing Home 403(b) PlanSt. Luke Community Hospital …$21MSilicon Valley International School 403(b)Retirement PlanSilicon Valley International…$21M
End-of-year total assets ($M) among St. Luke Community Hospital and Nursing Home 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$21M
Net Income-$2M
Employer EIN810221486
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Luke Community Hospital and Nursing Home)

Sponsor-wide plan assets over time

All St. Luke Community Hospital and Nursing Home plans reported in each filing year

Latest sponsor-wide plan assets
$24M 16.640183186733665% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.5M $23.9M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 354 $21M
2023 1 389 $22M
2024 1 414 $24M

Nearby Other Plans in Montana

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

St. Luke Community Hospital and Nursing Home 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -1000100200300400500 Total assets ($M) Participants St. Luke Community Hospital and Nursing Home 403(b) Plan, Total assets ($M): 20.511529 · Participants: 354St. Luke Community Hospital and Nursing Home 403(b) PlanBillings Clinic 403b Plan, Total assets ($M): 443.796938 · Participants: 4393Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 91.863195 · Participants: 1787St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 50.61008 · Participants: 2620Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 47.109914 · Participants: 310Carroll College 403(b) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 26.15548 · Participants: 253Rocky Mountain College Defined Contribution Retirement Plan
St. Luke Community Hospital and Nursing Home 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants

St. Luke Community Hospital and Nursing Home 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Val Verde Hospital Corporation Employee Retirement Plan in TX ($21M); by covered participants it is New Hope of Indiana, Inc. 403(b) Plan in IN (354 participants). Same-state nearby plans are listed separately above.

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 St. Luke Community Hospital and Nursing Home 403(b) Plan assets move in 2022?
St. Luke Community Hospital and Nursing Home 403(b) Plan pulled back noticeably - down 10.1% during 2022, from $23M to $21M. Reported net income was -$2M.
How have St. Luke Community Hospital and Nursing Home plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Luke Community Hospital and Nursing Home's sponsor-wide assets grew 16.6%, from $21M to $24M.
Where does St. Luke Community Hospital and Nursing Home 403(b) Plan rank by assets among Form 5500 filers?
St. Luke Community Hospital and Nursing Home 403(b) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to St. Luke Community Hospital and Nursing Home 403(b) Plan?
Among Other plans in other states, the closest by assets is Val Verde Hospital Corporation Employee Retirement Plan in TX ($21M, 836 participants).
Which Other plans cover a similar participant headcount to St. Luke Community Hospital and Nursing Home 403(b) Plan?
Among Other plans in other states, the closest by covered participants is New Hope of Indiana, Inc. 403(b) Plan in IN (354 participants, $9M in assets).