Other · DOL Form 5500 · 2023
St. Luke's Health Network, Inc. Retirement Plan
Data updated 2026-08-25
- $656M
- Total assets Above avg plan size
- 18,569
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $35,305
- Avg per participant Low balance/head
Official DOL plan name: St. Luke's Health Network 403(b) Plan · Sponsored by St. Luke's Health Network, Inc. · Pennsylvania · Healthcare & Social Assistance
$656M in assets, 18,569 participants
St. Luke's Health Network, Inc.'s St. Luke's Health Network 403(b) Plan reported $656M in total assets and 18,569 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,346 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
St. Luke's Health Network 403(b) Plan covers 18,569 participants in Pennsylvania, 23x the typical Pennsylvania plan (state average ~822 per filing). Assets: $656M.
- #17,346
- in Healthcare & Social Assistance (17,684 peers)
- +30.2%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
St. Luke's Health Network 403(b) Plan's outsized position by total assets
St. Luke's Health Network 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$655,571,715 Top 2% higher than 98% 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's Health Network 403(b) Plan's mega-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. Luke's Health Network 403(b) Plan is a mega filing (18,569 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Luke's Health Network 403(b) Plan reported net income rose from -$36M in the plan year 2022 filing to $152M in the plan year 2023 filing.
- St. Luke's Health Network 403(b) Plan end-of-year assets rose from $503M in the plan year 2022 filing to $656M in the plan year 2023 filing.
- St. Luke's Health Network 403(b) Plan reported participants rose from 17,079 in the plan year 2022 filing to 18,569 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231352213 · St. Luke's Health Network, Inc. PY 2023 · Other
St. Luke's Health Network 403(b) Plan · $656M · 18,569 · 98th
- PART $656M
- TYPE 18,569
- NET 98th
- BOOK Other
- VS-ST near South Shore Hospital Retirement Savings Plan
- BOY ind #17346
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. Luke's Health Network 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $503M |
|---|---|
| Net Assets (End of Year) | $656M |
| Net Income | $152M |
| Employer EIN | 231352213 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Luke's Health Network, Inc.)
Sponsor-wide plan assets over time
All St. Luke's Health Network, Inc. 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 Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Scale composition for St. Luke's Health Network 403(b) Plan
St. Luke's Health Network 403(b) Plan reports $656M in end-of-year assets across 18,569 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $35,305 per participant (26% of the national average assets-per-participant) . Net income for plan year 2023 was $152M.
This plan identity (EIN 231352213, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $503M to $810M (+61.0%) while covered participants moved from 17,079 to 19,666 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,079 | $503M | Open filing |
| 2023 | 18,569 | $656M | This page |
| 2024 · index core | 19,666 | $810M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- St. Luke's Health Network 403(b) Plan (Other, $810M, 19,666 participants)
- St. Lukes Health Network Pension Plan (Defined Benefit (Pension), $459M, 2,221 participants)
- St. Luke's Health Network Defined Contribution Plan (Profit Sharing, $423M, 15,648 participants)
St. Luke's Health Network 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is South Shore Hospital Retirement Savings Plan in MA ($655M); by covered participants it is Yale University Tax-Deferred 403(b) Savings Plan in CT (18,754 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($656M here).
- South Shore Hospital Retirement Savings Plan (MA) $655M · 5,591
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $657M · 19,016
- Methodist Health System 403(b)Plan (TX) $657M · 9,350
- Sheet Metal Workers International Association Local 73 Annuity Plan (IL) $653M · 2,190
Similar participant headcount
Nearest other-state filings by covered participants (18,569 participants); asset peers above are excluded.
- Yale University Tax-Deferred 403(b) Savings Plan (CT) 18,754 · 185 off
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 18,961 · 392 off
- Sharpsaver Defined Contribution Plan (CA) 19,173 · 604 off
- Children's Hospital Medical Center Employee Savings Plan (OH) 17,941 · 628 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.