Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

St. Lukes Health Network Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by St Lukes University Health Network · Pennsylvania · Healthcare & Social Assistance

What the 2023 filing shows

St. Lukes Health Network Pension Plan holds $476M for 2,382 participants — about $199,975 per participant, up 5.9% over the 2023 plan year.

$476M
total plan assets (2023 EOY)
2,382
covered participants
$199,975
avg assets per participant
+5.9%
assets growth YoY
Total Assets (2023)
$476M
Participants
2,382
State
Industry
Healthcare & Social Assistance

What the Filing Says About St. Lukes Health Network Pension Plan

St. Lukes Health Network Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by St Lukes University Health Network, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $476M in total end-of-year assets and covers 2,382 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 231352213, and the plan has been effective since 1949-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $450M at the beginning of 2023 to $476M at year-end — a gain of 5.9%. Net assets (after liabilities) closed the year at $476M, with reported net income of $26M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$450M
Total Assets (End of Year)$476M
Net Assets (End of Year)$476M
Net Income$26M
Plan TypeDefined Benefit (Pension)
Employer EIN231352213
Plan Effective Date1949-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Lukes University Health Network)

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.

Frequently Asked Questions

How much money is in the St. Lukes Health Network Pension Plan?
As of the 2023 Form 5500 filing, St. Lukes Health Network Pension Plan holds $476M in total assets with 2,382 participants. It is sponsored by St Lukes University Health Network.
What type of plan is St. Lukes Health Network Pension Plan?
St. Lukes Health Network Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1949-01-01. The plan is filed with the U.S. Department of Labor under EIN 231352213.
Who sponsors the St. Lukes Health Network Pension Plan?
St. Lukes Health Network Pension Plan is sponsored by St Lukes University Health Network, located in Pennsylvania. The sponsor's EIN is 231352213 and the plan operates in the Healthcare & Social Assistance industry.
How did St. Lukes Health Network Pension Plan perform in 2023?
St. Lukes Health Network Pension Plan grew by 5.9% during 2023, moving from $450M to $476M in total assets. Net income was $26M.
Where can I find official filings for St. Lukes Health Network Pension Plan?
Official Form 5500 filings for St. Lukes Health Network Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231352213 or plan name at efast.dol.gov.
How does St. Lukes Health Network Pension Plan compare to other plans?
You can compare St. Lukes Health Network Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 231352213.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.