Other · DOL Form 5500 · 2023
St. Luke's Health System, Ltd. Retirement Plan
Data updated 2026-08-25
- $965M
- Total assets Above avg plan size
- 16,715
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $57,724
- Avg per participant Low balance/head
Official DOL plan name: St. Lukes Health System Matched 403b Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance
$965M in assets, 16,715 participants
St. Luke's Health System, Ltd.'s St. Lukes Health System Matched 403b Plan reported $965M in total assets and 16,715 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,465 in Healthcare & Social Assistance (17,684 peers)
Coverage in Idaho
St. Lukes Health System Matched 403b Plan covers 16,715 participants in Idaho, 48x the typical Idaho plan (state average ~347 per filing). Assets: $965M.
- #17,465
- in Healthcare & Social Assistance (17,684 peers)
- +25.0%
- assets growth YoY
- 9.7×
- vs typical plan assets (national mean)
St. Lukes Health System Matched 403b Plan's outsized position by total assets
St. Lukes Health System Matched 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$964,858,549 Top 1% higher than 99% 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. Lukes Health System Matched 403b 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. Lukes Health System Matched 403b Plan is a mega filing (16,715 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Lukes Health System Matched 403b Plan reported net income rose from -$126M in the plan year 2022 filing to $193M in the plan year 2023 filing.
- St. Lukes Health System Matched 403b Plan end-of-year assets rose from $772M in the plan year 2022 filing to $965M in the plan year 2023 filing.
- St. Lukes Health System Matched 403b Plan reported participants rose from 15,284 in the plan year 2022 filing to 16,715 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 562570681 · St. Luke's Health System, Ltd. PY 2023 · Other
St. Lukes Health System Matched 403b Plan · $965M · 16,715 · 99th
- EOY $965M
- EOY 16,715
- EOY 99th
- EOY Other
- EOY near Tower Health 403(b) Plan
- EOY ind #17465
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. Lukes Health System Matched 403b Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $772M |
|---|---|
| Net Assets (End of Year) | $965M |
| Net Income | $193M |
| Employer EIN | 562570681 |
| Plan Effective Date | 1988-06-06 |
| 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 Other Plans in Idaho
Peer Other plans, same state, same plan type, ranked by total assets.
- The College of Idaho 403(b) Retirement Plan $48M · 361
- Kootenai Health 403(b) Plan $34M · 211
- Full Circle Health, Inc. 403(b) Plan $27M · 388
- Sun Valley Community School, Inc. 403(b) Plan $25M · 133
- Bonner General Hospital 403(b) Plan $22M · 491
Scale composition for St. Lukes Health System Matched 403b Plan
St. Lukes Health System Matched 403b Plan reports $965M in end-of-year assets across 16,715 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $57,724 per participant (42% of the national average assets-per-participant) . Net income for plan year 2023 was $193M.
This plan identity (EIN 562570681, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $772M to $1.1B (+48.3%) while covered participants moved from 15,284 to 17,370 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,284 | $772M | Open filing |
| 2023 | 16,715 | $965M | This page |
| 2024 · index core | 17,370 | $1.1B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- St. Lukes Health System Matched 403b Plan (Other, $1.1B, 17,370 participants)
- St. Luke's Health System Performance Incentive and 401(a) Matching Plan (Profit Sharing, $770M, 17,370 participants)
- St. Luke's Health System Basic Pension Plan (Defined Benefit (Pension), $144M, 217 participants)
St. Lukes Health System Matched 403b Plan's out-of-state Other peers by assets and headcount
Outside Idaho, the nearest Other by assets is Tower Health 403(b) Plan in PA ($967M); by covered participants it is Montefiore Medical Center 403(b) Plan in NY (16,736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($965M here).
- Tower Health 403(b) Plan (PA) $967M · 11,344
- The Research Foundation for Suny Optional Retirement Plan (NY) $960M · 4,423
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan (MO) $969M · 8,984
- 403(b) Retirement Savings Plan for Integris Health, Inc. (OK) $957M · 10,744
Similar participant headcount
Nearest other-state filings by covered participants (16,715 participants); asset peers above are excluded.
- Montefiore Medical Center 403(b) Plan (NY) 16,736 · 21 off
- Fca US LLC Salaried Employees' Savings Plan (MI) 16,630 · 85 off
- Scripps Health 403(b) Plan (CA) 16,944 · 229 off
- New York University Supplemental Tax Deferred Annuity Plan (NY) 17,231 · 516 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.