Other · DOL Form 5500 · 2023

St. Lukes Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
145
Participants Small participant base
84th
Percentile by assets National rank
$289,221
Avg per participant High balance/head
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Official DOL plan name: St. Luke's Foundation, Inc. Retirement Plan · Sponsored by St. Lukes Foundation, Inc. · Connecticut · Educational Services

$42M in assets, 145 participants

St. Lukes Foundation, Inc.'s St. Luke's Foundation, Inc. Retirement Plan reported $42M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,635 in Educational Services (3,735 peers)

Coverage in Connecticut

St. Luke's Foundation, Inc. Retirement Plan covers 145 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $42M.

#2,635
in Educational Services (3,735 peers)
+8.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

St. Luke's Foundation, Inc. Retirement Plan's outsized position by total assets

St. Luke's Foundation, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$41,937,080 Top 16% higher than 84% of 127,068 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 2023

St. Luke's Foundation, Inc. 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's Foundation, Inc. Retirement Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Luke's Foundation, Inc. Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • St. Luke's Foundation, Inc. Retirement Plan end-of-year assets rose from $39M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • St. Luke's Foundation, Inc. Retirement Plan reported participants rose from 142 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237099149 · St. Lukes Foundation, Inc. PY 2023 · Other

St. Luke's Foundation, Inc. Retirement Plan · $42M · 145 · 84th

  • PART $42M
  • PART 145
  • PART 84th
  • PART Other
  • PART near Whyy, Inc. Defined Contribution Retirement Plan
  • PART ind #2635

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 Educational Services retirement plans → · Plans in Connecticut →

St. Luke's Foundation, Inc. Retirement Plan in the asset neighbourhood

French American School of New York 403(b) DC PlanFrench American School of Ne…$42MSt. Luke's Foundation, Inc. Retirement PlanSt. Luke's Foundation, Inc. …$42MWhyy, Inc. Defined Contribution Retirement PlanWhyy, Inc. Defined Contribut…$42MTatnall School 403(b) Plan$42MMontgomery Bell Academy 403(b) Tax Sheltered Investment ProgramMontgomery Bell Academy 403(…$42M
End-of-year total assets ($M) among St. Luke's Foundation, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN237099149
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Lukes Foundation, Inc.)

Sponsor-wide plan assets over time

All St. Lukes Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 26.97846105666889% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.6M $49M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 142 $39M
2023 1 145 $42M
2024 1 146 $49M

Nearby Other Plans in Connecticut

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

St. Luke's Foundation, Inc. Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants St. Luke's Foundation, Inc. Retirement Plan, Total assets ($B): 0.04193708 · Participants: 145St. Luke's Foundation, Inc. Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
St. Luke's Foundation, Inc. Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare St. Luke's Foundation, Inc. Retirement Plan side-by-side with 3 peers →

St. Luke's Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Whyy, Inc. Defined Contribution Retirement Plan in PA ($42M); by covered participants it is St. Timothys School, Inc. 403(b) DC Plan in NC (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St. Luke's Foundation, Inc. Retirement Plan assets move in 2023? ▼
St. Luke's Foundation, Inc. Retirement Plan grew at a solid clip - up 8.6% during 2023, from $39M to $42M. Reported net income was $3M.
How have St. Lukes Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Lukes Foundation, Inc.'s sponsor-wide assets grew 27.0%, from $39M to $49M.
Where does St. Luke's Foundation, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
St. Luke's Foundation, Inc. Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to St. Luke's Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Whyy, Inc. Defined Contribution Retirement Plan in PA ($42M, 231 participants).
Which Other plans cover a similar participant headcount to St. Luke's Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Timothys School, Inc. 403(b) DC Plan in NC (145 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237099149.

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.