401(k) · DOL Form 5500 · 2023
Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 662
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $7,217
- Avg per participant Low balance/head
Official DOL plan name: St Luke Home Care and Hospice Retirement Plan · Sponsored by Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas · Puerto Rico · Healthcare & Social Assistance
$5M in assets, 662 participants
Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas's St Luke Home Care and Hospice Retirement Plan reported $5M in total assets and 662 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,337 in Healthcare & Social Assistance (17,684 peers)
Coverage in Puerto Rico
St Luke Home Care and Hospice Retirement Plan covers 662 participants in Puerto Rico, 7.4x the typical Puerto Rico plan (state average ~89 per filing). Assets: $5M.
- #8,337
- in Healthcare & Social Assistance (17,684 peers)
- +0.4%
- assets growth YoY
St Luke Home Care and Hospice Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St Luke Home Care and Hospice Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,777,775 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
St Luke Home Care and Hospice Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St Luke Home Care and Hospice Retirement Plan sits mid-pack in the medium band (662 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St Luke Home Care and Hospice Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $19K in the plan year 2023 filing.
- St Luke Home Care and Hospice Retirement Plan reported participants rose from 609 in the plan year 2022 filing to 662 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660592943 · Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas PY 2023 · 401(k)
St Luke Home Care and Hospice Retirement Plan · $5M · 662 · 43rd
- EOY $5M
- 5500 662
- ASSETS 43rd
- PCT 401(k)
- EIN near Ripu Arora 401(k) Profit Sharing Plan
- RANK ind #8337
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 Puerto Rico →
St Luke Home Care and Hospice Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $19K |
| Employer EIN | 660592943 |
| Plan Effective Date | 2019-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas)
Sponsor-wide plan assets over time
All Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 7.5219353358319045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 609 | $5M |
| 2023 | 1 | 662 | $5M |
| 2024 | 1 | 638 | $5M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
St Luke Home Care and Hospice Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Ripu Arora 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Rosen USA 401(k) Plan in TX (662 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (662 participants); asset peers above are excluded.
- Rosen USA 401(k) Plan (TX) 662 · 0 off
- Bristow Group Inc. Employee Savings & Retirement Plan (TX) 662 · 0 off
- Southwest Power Pool 401(k) Savings Plan (AR) 662 · 0 off
- Mct Group Retirement Plan (TN) 662 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.