Defined Benefit (Pension) · DOL Form 5500 · 2023

St. Lukes Hospital of Duluth Pension Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
430
Participants Below avg headcount
93rd
Percentile by assets National rank
$307,327
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of St. Lukes Hospital of Duluth · Sponsored by St. Lukes Hospital of Duluth · Minnesota · Healthcare & Social Assistance

$132M in assets, 430 participants

St. Lukes Hospital of Duluth's Pension Plan for Employees of St. Lukes Hospital of Duluth reported $132M in total assets and 430 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,595 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Pension Plan for Employees of St. Lukes Hospital of Duluth covers 430 participants in Minnesota, about 38% of the average Minnesota filer (state average ~1,126 per filing). Assets: $132M.

#16,595
in Healthcare & Social Assistance (17,684 peers)
+3.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Pension Plan for Employees of St. Lukes Hospital of Duluth's outsized position by total assets

Pension Plan for Employees of St. Lukes Hospital of Duluth vs every filed plan by assets

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

$132,150,660 Top 7% higher than 93% 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

Pension Plan for Employees of St. Lukes Hospital of Duluth 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. Pension Plan for Employees of St. Lukes Hospital of Duluth sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of St. Lukes Hospital of Duluth reported net income rose from -$43M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pension Plan for Employees of St. Lukes Hospital of Duluth reported participants fell from 475 in the plan year 2022 filing to 430 in the plan year 2023 filing.
  • Pension Plan for Employees of St. Lukes Hospital of Duluth end-of-year assets rose from $128M in the plan year 2022 filing to $132M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410714079 · St. Lukes Hospital of Duluth PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of St. Lukes Hospital of Duluth · $132M · 430 · 93rd

  • PHOTO $132M
  • PHOTO 430
  • PHOTO 93rd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Clopay Ames Pension Plan
  • PHOTO ind #16595

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 Minnesota →

Pension Plan for Employees of St. Lukes Hospital of Duluth in the asset neighbourhood

Clopay Ames Pension Plan$132MPension Plan for Employees of St. Lukes Hospital of DuluthPension Plan for Employees o…$132MTi Group Automotive Systems Retirement PlanTi Group Automotive Systems …$132MPension Plan of Wayne Memorial Hospital, Inc.Pension Plan of Wayne Memori…$132MSouthwest Power Pool, Inc. Retirement PlanSouthwest Power Pool, Inc. R…$132M
End-of-year total assets ($M) among Pension Plan for Employees of St. Lukes Hospital of Duluth and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$132M
Net Income$4M
Employer EIN410714079
Plan Effective Date1947-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Lukes Hospital of Duluth)

Sponsor-wide plan assets over time

All St. Lukes Hospital of Duluth plans reported in each filing year

Latest sponsor-wide plan assets
$552M 20.634357847988795% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $457M $552M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 3,228 $457M
2023 2 3,227 $512M
2024 2 3,226 $552M

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of St. Lukes Hospital of Duluth vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Plan for Employees of St. Lukes Hospital of Duluth, Total assets ($B): 0.13215066 · Participants: 430Pension Plan for Employees of St. Lukes Hospital of Duluth3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Pension Plan for Employees of St. Lukes Hospital of Duluth vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Pension Plan for Employees of St. Lukes Hospital of Duluth side-by-side with 3 peers →

Pension Plan for Employees of St. Lukes Hospital of Duluth's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Clopay Ames Pension Plan in FL ($132M); by covered participants it is Perkins Coie Cash Balance Plan in WA (430 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($132M here).

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Pension Plan for Employees of St. Lukes Hospital of Duluth assets move in 2023? ▼
Pension Plan for Employees of St. Lukes Hospital of Duluth edged up modestly - up 3.3% during 2023, from $128M to $132M. Reported net income was $4M.
How have St. Lukes Hospital of Duluth plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Lukes Hospital of Duluth's sponsor-wide assets grew 20.6%, from $457M to $552M.
Where does Pension Plan for Employees of St. Lukes Hospital of Duluth rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of St. Lukes Hospital of Duluth ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of St. Lukes Hospital of Duluth? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Clopay Ames Pension Plan in FL ($132M, 498 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of St. Lukes Hospital of Duluth? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perkins Coie Cash Balance Plan in WA (430 participants, $175M 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 410714079.

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.