Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Mclaren St. Luke's Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mclaren St. Luke's ยท Michigan ยท Healthcare & Social Assistance

What the 2023 filing shows

Mclaren St. Luke's Retirement Plan holds $146M for 240 participants - about $606,356 per participant, up 1.2% over the 2023 plan year.

$146M
total plan assets (2023 EOY)
240
covered participants
$606,356
avg assets per participant
+1.2%
assets growth YoY
Total Assets (2023)
$146M
Participants
240
State
Industry
Healthcare & Social Assistance

What the Filing Says About Mclaren St. Luke's Retirement Plan

Mclaren St. Luke's Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Mclaren St. Luke's, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $146M in total end-of-year assets and covers 240 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 344428232, and the plan has been effective since 1969-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $144M at the beginning of 2023 to $146M at year-end โ€” a gain of 1.2%. Net assets (after liabilities) closed the year at $146M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Mclaren St. Luke's)

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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Mclaren St. Luke's Retirement Plan?
As of the 2023 Form 5500 filing, Mclaren St. Luke's Retirement Plan holds $146M in total assets with 240 participants. It is sponsored by Mclaren St. Luke's.
What type of plan is Mclaren St. Luke's Retirement Plan?
Mclaren St. Luke's Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1969-07-01. The plan is filed with the U.S. Department of Labor under EIN 344428232.
Who sponsors the Mclaren St. Luke's Retirement Plan?
Mclaren St. Luke's Retirement Plan is sponsored by Mclaren St. Luke's, located in Michigan. The sponsor's EIN is 344428232 and the plan operates in the Healthcare & Social Assistance industry.
How did Mclaren St. Luke's Retirement Plan perform in 2023?
Mclaren St. Luke's Retirement Plan grew by 1.2% during 2023, moving from $144M to $146M in total assets. Net income was $2M.
Where can I find official filings for Mclaren St. Luke's Retirement Plan?
Official Form 5500 filings for Mclaren St. Luke's Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 344428232 or plan name at efast.dol.gov.
How does Mclaren St. Luke's Retirement Plan compare to other plans?
You can compare Mclaren St. Luke's Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 344428232.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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