Defined Benefit (Pension) · DOL Form 5500 · 2023
St. Luke's Health System, Ltd. Pension Plan
Data updated 2026-08-25
- $154M
- Total assets Near avg plan size
- 244
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $629,897
- Avg per participant High balance/head
Official DOL plan name: St. Luke's Health System Basic Pension Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance
$154M in assets, 244 participants
St. Luke's Health System, Ltd.'s St. Luke's Health System Basic Pension Plan reported $154M in total assets and 244 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,700 in Healthcare & Social Assistance (17,684 peers)
Where St. Luke's Health System Basic Pension Plan sits by assets
St. Luke's Health System Basic Pension Plan sits in the top 10% of all filed plans by assets, $154M for 244 participants (~$629,897/participant), up 6.7% in 2023.
- #16,700
- in Healthcare & Social Assistance (17,684 peers)
- +6.7%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
St. Luke's Health System Basic Pension Plan's outsized position by total assets
St. Luke's Health System Basic Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$153,694,771 Top 6% higher than 94% 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 System Basic Pension 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 Health System Basic Pension Plan sits mid-pack in the medium band (244 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Luke's Health System Basic Pension Plan reported net income rose from -$42M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- St. Luke's Health System Basic Pension Plan reported participants fell from 268 in the plan year 2022 filing to 244 in the plan year 2023 filing.
- St. Luke's Health System Basic Pension Plan end-of-year assets rose from $144M in the plan year 2022 filing to $154M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 562570681 · St. Luke's Health System, Ltd. PY 2023 · Defined Benefit (Pension)
St. Luke's Health System Basic Pension Plan · $154M · 244 · 94th
- NET $154M
- BOOK 244
- VS-ST 94th
- BOY Defined Benefit (Pension)
- SCH near Retirement Plan for Employees of St. Mary's Medical Center
- EBSA ind #16700
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 Idaho →
St. Luke's Health System Basic Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | $10M |
| Employer EIN | 562570681 |
| Plan Effective Date | 1960-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Luke's Health System, Ltd.)
Sponsor-wide plan assets over time
All St. Luke's Health System, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 35.64803968551588% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 31,444 | $1.5B |
| 2023 | 4 | 33,790 | $1.8B |
| 2024 | 4 | 34,970 | $2.1B |
Nearby Defined Benefit (Pension) Plans in Idaho
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Idaho National Laboratory Employee Retirement Plan $2.1B · 1,037
- Retirement Plan of Idaho Power Company $938M · 2,075
- Shaws Supermarkets, Inc. Pension Plan for Union Employees $223M · 5,337
- Amalgamated Sugar Company Hourly Retirement Plan $214M · 840
- Hecla Mining Company Restated Retirement Plan $116M · 499
St. Luke's Health System Basic Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Idaho, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of St. Mary's Medical Center in WV ($154M); by covered participants it is Bss Retirement Plan for Bargained Employees in WA (244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154M here).
- Retirement Plan for Employees of St. Mary's Medical Center (WV) $154M · 907
- Heat & Frost Insulators and Allied Workers Local 6 Pension Fund (MA) $154M · 564
- Chemtura Corporation Retirement Plan (PA) $154M · 167
- Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah (PA) $154M · 299
Similar participant headcount
Nearest other-state filings by covered participants (244 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.