Defined Benefit (Pension) · DOL Form 5500 · 2023
St. Luke's Methodist Hospital Pension Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 418
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $294,406
- Avg per participant High balance/head
Official DOL plan name: St. Luke's Methodist Hospital Retirement Plan · Sponsored by St. Luke's Methodist Hospital · Iowa · Healthcare & Social Assistance
$123M in assets, 418 participants
St. Luke's Methodist Hospital's St. Luke's Methodist Hospital Retirement Plan reported $123M in total assets and 418 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.
- #16,534 in Healthcare & Social Assistance (17,684 peers)
Where St. Luke's Methodist Hospital Retirement Plan sits by assets
St. Luke's Methodist Hospital Retirement Plan sits in the top 10% of all filed plans by assets, $123M for 418 participants (~$294,406/participant), down 1.0% in 2023.
- #16,534
- in Healthcare & Social Assistance (17,684 peers)
- -1.0%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Luke's Methodist Hospital Retirement Plan's outsized position by total assets
St. Luke's Methodist Hospital Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$123,061,812 Top 7% higher than 93% 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. Luke's Methodist Hospital 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. St. Luke's Methodist Hospital Retirement Plan sits mid-pack in the medium band (418 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Luke's Methodist Hospital Retirement Plan reported net income rose from -$35M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- St. Luke's Methodist Hospital Retirement Plan reported participants fell from 479 in the plan year 2022 filing to 418 in the plan year 2023 filing.
- St. Luke's Methodist Hospital Retirement Plan end-of-year assets fell from $124M in the plan year 2022 filing to $123M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 420504780 · St. Luke's Methodist Hospital PY 2023 · Defined Benefit (Pension)
St. Luke's Methodist Hospital Retirement Plan · $123M · 418 · 93rd
- TYPE $123M
- NET 418
- BOOK 93rd
- VS-ST Defined Benefit (Pension)
- BOY near Cincinnati Bell Management Pension Plan
- SCH ind #16534
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 Iowa →
St. Luke's Methodist Hospital Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | -$1M |
| Employer EIN | 420504780 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Luke's Methodist Hospital)
Sponsor-wide plan assets over time
All St. Luke's Methodist Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 92.58965492170988% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 479 | $124M |
| 2023 | 1 | 418 | $123M |
| 2024 | 1 | 377 | $9M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Employers Mutual Casualty Company Retirement Plan $347M · 1,835
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $297M · 1,474
St. Luke's Methodist Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Cincinnati Bell Management Pension Plan in OH ($123M); by covered participants it is Campbell Soup Company Retirement and Pension Plan for Employees Covered by Collective Bargaining Agreements in NJ (418 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- Cincinnati Bell Management Pension Plan (OH) $123M · 476
- Sumitomo Rubber USA, LLC 1970 Pension Plan (NY) $123M · N/A
- Plumbers Local Union No. 200 Pension Fund (NY) $123M · 693
- Borgwarner Inc. Retirement Plan (MI) $123M · 431
Similar participant headcount
Nearest other-state filings by covered participants (418 participants); asset peers above are excluded.
- Campbell Soup Company Retirement and Pension Plan for Employees Covered by Collective Bargaining Agreements (NJ) 418 · 0 off
- The Methodist Hospitals, Inc. Retirement Plan (IN) 419 · 1 off
- Crayola LLC Employee's Retirement Plan (PA) 419 · 1 off
- Midflorida Credit Union Retirement Pension Plan (FL) 417 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.