Defined Benefit (Pension) · DOL Form 5500 · 2023
St. Luke's Health System, Ltd. Pension Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 117
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $307,234
- Avg per participant High balance/head
Official DOL plan name: Magic Valley Regional Medical Center Pension Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance
$36M in assets, 117 participants
St. Luke's Health System, Ltd.'s Magic Valley Regional Medical Center Pension Plan reported $36M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,934 in Healthcare & Social Assistance (17,684 peers)
Coverage in Idaho
Magic Valley Regional Medical Center Pension Plan covers 117 participants in Idaho, about 34% of the average Idaho filer (state average ~347 per filing). Assets: $36M.
- #14,934
- in Healthcare & Social Assistance (17,684 peers)
- -14.2%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Magic Valley Regional Medical Center Pension Plan's outsized position by total assets
Magic Valley Regional Medical Center Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,946,422 Top 18% higher than 82% 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
Magic Valley Regional Medical Center 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. Magic Valley Regional Medical Center Pension Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Magic Valley Regional Medical Center Pension Plan reported net income rose from -$14M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
- Magic Valley Regional Medical Center Pension Plan end-of-year assets fell from $42M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Magic Valley Regional Medical Center Pension Plan reported participants fell from 124 in the plan year 2022 filing to 117 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 562570681 · St. Luke's Health System, Ltd. PY 2023 · Defined Benefit (Pension)
Magic Valley Regional Medical Center Pension Plan · $36M · 117 · 82nd
- EBSA $36M
- EBSA 117
- EBSA 82nd
- EBSA Defined Benefit (Pension)
- EBSA near Meat Cutters Union Local No. 88 and Food Employers Pension Trust
- EBSA ind #14934
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 →
Magic Valley Regional Medical Center Pension Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$6M |
| Employer EIN | 562570681 |
| Plan Effective Date | 1967-10-01 |
| 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
- St. Luke's Health System Basic Pension Plan $154M · 244
Magic Valley Regional Medical Center Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Idaho, the nearest Defined Benefit (Pension) by assets is Meat Cutters Union Local No. 88 and Food Employers Pension Trust in MO ($36M); by covered participants it is Cotton Incorporated Pension Plan in NC (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Meat Cutters Union Local No. 88 and Food Employers Pension Trust (MO) $36M · N/A
- Transport Workers Union of America AFL-CIO Local 100 Staff Pension Plan (NY) $36M · 99
- Retirement Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. (MA) $36M · 53
- St. Joseph Health Services of Rhode Island Retirement Plan (RI) $36M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Cotton Incorporated Pension Plan (NC) 117 · 0 off
- Vail-Summit Orthopaedics, PC Cash Balance Plan (CO) 117 · 0 off
- Dykema Gossett PLLC Cash Balance Plan (MI) 117 · 0 off
- Centrome D/B/a Advanced Biotech Inc. Cash Balance Pension Trust (NJ) 117 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.