Defined Benefit (Pension) · DOL Form 5500 · 2023

Mclaren St. Luke's Pension Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
240
Participants Below avg headcount
93rd
Percentile by assets National rank
$606,356
Avg per participant High balance/head
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Official DOL plan name: Mclaren St. Luke's Retirement Plan · Sponsored by Mclaren St. Luke's · Michigan · Healthcare & Social Assistance

$146M in assets, 240 participants

Mclaren St. Luke's's Mclaren St. Luke's Retirement Plan reported $146M in total assets and 240 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.

  • #16,664 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Mclaren St. Luke's Retirement Plan covers 240 participants in Michigan, about 38% of the average Michigan filer (state average ~638 per filing). Assets: $146M.

#16,664
in Healthcare & Social Assistance (17,684 peers)
+1.2%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Mclaren St. Luke's Retirement Plan's outsized position by total assets

Mclaren St. Luke's Retirement Plan vs every filed plan by assets

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

$145,525,424 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

Mclaren St. Luke's Retirement 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. Mclaren St. Luke's Retirement Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mclaren St. Luke's Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mclaren St. Luke's Retirement Plan reported participants fell from 363 in the plan year 2022 filing to 240 in the plan year 2023 filing.
  • Mclaren St. Luke's Retirement Plan end-of-year assets rose from $144M in the plan year 2022 filing to $146M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 344428232 · Mclaren St. Luke's PY 2023 · Defined Benefit (Pension)

Mclaren St. Luke's Retirement Plan · $146M · 240 · 93rd

  • RANK $146M
  • RANK 240
  • RANK 93rd
  • RANK Defined Benefit (Pension)
  • RANK near Fish & Richardson Principals' Cash Balance Plan
  • RANK ind #16664

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 Michigan →

Mclaren St. Luke's Retirement Plan in the asset neighbourhood

U.a.P.P. Local Union No.142 Pension PlanU.a.P.P. Local Union No.142 …$146MLiberty Bank Pension Plan$146MFish & Richardson Principals' Cash Balance PlanFish & Richardson Principals…$146MMclaren St. Luke's Retirement PlanMclaren St. Luke's Retiremen…$146MMarin General Hospital Retirement PlanMarin General Hospital Retir…$145M
End-of-year total assets ($M) among Mclaren St. Luke's Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$144M
Net Assets (End of Year)$146M
Net Income$2M
Employer EIN344428232
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mclaren St. Luke's)

Sponsor-wide plan assets over time

All Mclaren St. Luke's plans reported in each filing year

Latest sponsor-wide plan assets
$116M 19.317004527619606% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $144M $116M ▼ -19.3%
Year Plans Participants Total Assets
2022 1 363 $144M
2023 1 240 $146M
2024 1 8 $116M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Mclaren St. Luke's Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Mclaren St. Luke's Retirement Plan, Total assets ($B): 0.145525424 · Participants: 240Mclaren St. Luke's Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Mclaren St. Luke's Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Mclaren St. Luke's Retirement Plan side-by-side with 3 peers →

Mclaren St. Luke's Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Fish & Richardson Principals' Cash Balance Plan in MN ($146M); by covered participants it is Tenth Amended & Restated Owens-Illinois Salary Retirement Plan in OH (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Mclaren St. Luke's Retirement Plan assets move in 2023? ▼
Mclaren St. Luke's Retirement Plan edged up modestly - up 1.2% during 2023, from $144M to $146M. Reported net income was $2M.
How have Mclaren St. Luke's plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mclaren St. Luke's's sponsor-wide assets declined 19.3%, from $144M to $116M.
Where does Mclaren St. Luke's Retirement Plan rank by assets among Form 5500 filers? ▼
Mclaren St. Luke's Retirement Plan 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 Mclaren St. Luke's Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fish & Richardson Principals' Cash Balance Plan in MN ($146M, 131 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mclaren St. Luke's Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tenth Amended & Restated Owens-Illinois Salary Retirement Plan in OH (240 participants, $276M 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 344428232.

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.