Defined Benefit (Pension) · DOL Form 5500 · 2023
St Lukes University Health Network Pension Plan
Data updated 2026-08-25
- $476M
- Total assets Above avg plan size
- 2,382
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $199,975
- Avg per participant Above avg balance/head
Official DOL plan name: St. Lukes Health Network Pension Plan · Sponsored by St Lukes University Health Network · Pennsylvania · Healthcare & Social Assistance
$476M in assets, 2,382 participants
St Lukes University Health Network's St. Lukes Health Network Pension Plan reported $476M in total assets and 2,382 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,250 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
St. Lukes Health Network Pension Plan covers 2,382 participants in Pennsylvania, 2.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $476M.
- #17,250
- in Healthcare & Social Assistance (17,684 peers)
- +5.9%
- assets growth YoY
- 4.8×
- vs typical plan assets (national mean)
St. Lukes Health Network Pension Plan's outsized position by total assets
St. Lukes Health Network Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$476,339,370 Top 3% higher than 97% 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. Lukes Health Network Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Lukes Health Network Pension Plan lands in the large band (2,382 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Lukes Health Network Pension Plan reported net income rose from -$178M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- St. Lukes Health Network Pension Plan reported participants fell from 2,589 in the plan year 2022 filing to 2,382 in the plan year 2023 filing.
- St. Lukes Health Network Pension Plan end-of-year assets rose from $450M in the plan year 2022 filing to $476M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231352213 · St Lukes University Health Network PY 2023 · Defined Benefit (Pension)
St. Lukes Health Network Pension Plan · $476M · 2,382 · 97th
- BOOK $476M
- VS-ST 2,382
- BOY 97th
- SCH Defined Benefit (Pension)
- EBSA near Ironworkers National Pension Plan
- PART ind #17250
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 Pennsylvania →
St. Lukes Health Network Pension Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $450M |
|---|---|
| Net Assets (End of Year) | $476M |
| Net Income | $26M |
| Employer EIN | 231352213 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St Lukes University Health Network)
Sponsor-wide plan assets over time
All St Lukes University Health Network plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 38.517958533170834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 36,620 | $1.3B |
| 2023 | 4 | 39,312 | $1.5B |
| 2024 | 4 | 37,695 | $1.7B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
St. Lukes Health Network Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Ironworkers National Pension Plan in IL ($476M); by covered participants it is Motiva Pension Plan in TX (2,387 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($476M here).
- Ironworkers National Pension Plan (IL) $476M · 2,555
- Consolidated Retirement Plan (NY) $477M · 1,034
- Grant Thornton LLP Employees' Retirement Plan (IL) $476M · 7,078
- Bunge U.S. Pension Plan (MO) $477M · 1,151
Similar participant headcount
Nearest other-state filings by covered participants (2,382 participants); asset peers above are excluded.
- Motiva Pension Plan (TX) 2,387 · 5 off
- Federated Mutual Retirement Plan (MN) 2,391 · 9 off
- Federal-Mogul Pension Plan (MI) 2,391 · 9 off
- Regions Financial Corporation Retirement Plan for Associates (AL) 2,395 · 13 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.