Other · DOL Form 5500 · 2023
St. Luke's Health Network, Inc. Retirement Plan
Data updated 2026-08-11
- $656M
- Total assets
- 18,569
- Participants
- 98th
- Percentile by assets
- $35,305
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $656M
- total plan assets (2023 EOY)
- 18,569
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $35,305
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. St. Luke's Health Network 403(b) Plan reports 18,569 participants - 23x that state average ($656M EOY assets).
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.)
| 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.
St. Luke's Health Network 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to St. Luke's Health Network 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did St. Luke's Health Network 403(b) Plan assets move in 2023? ▼
How have St. Luke's Health Network, Inc. plan assets changed over time? ▼
Where does St. Luke's Health Network 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to St. Luke's Health Network 403(b) Plan? ▼
Next read for St. Luke's Health Network 403(b) Plan
Filing takeaways
Ways to act on St. Luke's Health Network 403(b) Plan's numbers.
- By total assets, St. Luke's Health Network 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- St. Luke's Health Network, Inc.'s sponsor-wide assets have grown 38.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans