Profit Sharing · DOL Form 5500 · 2023

St. Luke's Health System, Ltd. Profit Sharing Plan

Data updated 2026-08-25

$672M
Total assets Above avg plan size
16,714
Participants Very large workforce
98th
Percentile by assets National rank
$40,197
Avg per participant Low balance/head
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Official DOL plan name: St. Luke's Health System Performance Incentive and 401(a) Matching Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance

$672M in assets, 16,714 participants

St. Luke's Health System, Ltd.'s St. Luke's Health System Performance Incentive and 401(a) Matching Plan reported $672M in total assets and 16,714 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.

  • #17,357 in Healthcare & Social Assistance (17,684 peers)

Coverage in Idaho

St. Luke's Health System Performance Incentive and 401(a) Matching Plan covers 16,714 participants in Idaho, 48x the typical Idaho plan (state average ~347 per filing). Assets: $672M.

#17,357
in Healthcare & Social Assistance (17,684 peers)
+19.6%
assets growth YoY
6.7×
vs typical plan assets (national mean)

St. Luke's Health System Performance Incentive and 401(a) Matching Plan's outsized position by total assets

St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$671,847,604 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Performance Incentive and 401(a) Matching 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 System Performance Incentive and 401(a) Matching Plan is a mega filing (16,714 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Luke's Health System Performance Incentive and 401(a) Matching Plan reported net income rose from -$117M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • St. Luke's Health System Performance Incentive and 401(a) Matching Plan end-of-year assets rose from $562M in the plan year 2022 filing to $672M in the plan year 2023 filing.
  • St. Luke's Health System Performance Incentive and 401(a) Matching Plan reported participants rose from 15,768 in the plan year 2022 filing to 16,714 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562570681 · St. Luke's Health System, Ltd. PY 2023 · Profit Sharing

St. Luke's Health System Performance Incentive and 401(a) Matching Plan · $672M · 16,714 · 98th

  • BOY $672M
  • BOY 16,714
  • BOY 98th
  • BOY Profit Sharing
  • BOY near Steamfitters Local Union No. 420 Srp
  • BOY ind #17357

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 Performance Incentive and 401(a) Matching Plan in the asset neighbourhood

Popular, Inc. Pr Savings and Investment PlanPopular, Inc. Pr Savings and…$701MLegacy Health Defined Contribution Retirement PlanLegacy Health Defined Contri…$697MThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundThe Boston Consulting Group,…$679MSt. Luke's Health System Performance Incentive and 401(a) Matching PlanSt. Luke's Health System Per…$672MSteamfitters Local Union No. 420 SrpSteamfitters Local Union No.…$671M
End-of-year total assets ($M) among St. Luke's Health System Performance Incentive and 401(a) Matching Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$562M
Net Assets (End of Year)$672M
Net Income$110M
Employer EIN562570681
Plan Effective Date1995-01-01
Filing StatusFILING 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
$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.52B $2.06B ▲ +35.5%
Year Plans Participants Total Assets
2022 4 31,444 $1.5B
2023 4 33,790 $1.8B
2024 4 34,970 $2.1B

Nearby Profit Sharing Plans in Idaho

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants St. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 671.847604 · Participants: 16714St. Luke's Health System Performance Incentive and 401(a) Matching PlanDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 24.164426 · Participants: 87Dykman Electrical, Inc. Profit Sharing PlanP1fcu 401(k) Plan and Trust, Total assets ($M): 23.72147 · Participants: 379P1fcu 401(k) Plan and TrustThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 22.002203 · Participants: 144The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 18.657931 · Participants: 419St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) PlanRitewood Inc Retirement Plan, Total assets ($M): 17.094974 · Participants: 113Ritewood Inc Retirement Plan
St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants
Compare St. Luke's Health System Performance Incentive and 401(a) Matching Plan side-by-side with 3 peers →

Scale composition for St. Luke's Health System Performance Incentive and 401(a) Matching Plan

St. Luke's Health System Performance Incentive and 401(a) Matching Plan reports $672M in end-of-year assets across 16,714 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $40,197 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $110M.

This plan identity (EIN 562570681, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $562M to $770M (+37.0%) while covered participants moved from 15,768 to 17,370 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,768 $562M Open filing
2023 16,714 $672M This page
2024 · index core 17,370 $770M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

St. Luke's Health System Performance Incentive and 401(a) Matching Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is Steamfitters Local Union No. 420 Srp in PA ($671M); by covered participants it is Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan in PA (16,552 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16,714 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.

Frequently Asked Questions

How did St. Luke's Health System Performance Incentive and 401(a) Matching Plan assets move in 2023? ▼
St. Luke's Health System Performance Incentive and 401(a) Matching Plan grew sharply - up 19.6% during 2023, from $562M to $672M. Reported net income was $110M.
How have St. Luke's Health System, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Luke's Health System, Ltd.'s sponsor-wide assets grew 35.6%, from $1.5B to $2.1B.
Where does St. Luke's Health System Performance Incentive and 401(a) Matching Plan rank by assets among Form 5500 filers? ▼
St. Luke's Health System Performance Incentive and 401(a) Matching Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to St. Luke's Health System Performance Incentive and 401(a) Matching Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Steamfitters Local Union No. 420 Srp in PA ($671M, 6,295 participants).
Which Profit Sharing plans cover a similar participant headcount to St. Luke's Health System Performance Incentive and 401(a) Matching Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan in PA (16,552 participants, $532M in assets).

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 562570681.

Read our methodology - how this data is sourced, computed, and verified.

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