401(k) · DOL Form 5500 · 2023

Saint Luke's Health System 401(k) Plan

Data updated 2026-08-25

$831M
Total assets Above avg plan size
14,148
Participants Very large workforce
98th
Percentile by assets National rank
$58,746
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saint Luke's 403(b) Plan · Sponsored by Saint Luke's Health System · Missouri · Healthcare & Social Assistance

$831M in assets, 14,148 participants

Saint Luke's Health System's Saint Luke's 403(b) Plan reported $831M in total assets and 14,148 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,424 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Saint Luke's 403(b) Plan covers 14,148 participants in Missouri, 19x the typical Missouri plan (state average ~737 per filing). Assets: $831M.

#17,424
in Healthcare & Social Assistance (17,684 peers)
+23.5%
assets growth YoY
8.3×
vs typical plan assets (national mean)

Saint Luke's 403(b) Plan's outsized position by total assets

Saint Luke's 403(b) Plan vs every filed plan by assets

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

$831,141,560 Top 2% higher than 98% 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

Saint Luke's 403(b) 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. Saint Luke's 403(b) Plan is a mega filing (14,148 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saint Luke's 403(b) Plan reported net income rose from -$89M in the plan year 2022 filing to $158M in the plan year 2023 filing.
  • Saint Luke's 403(b) Plan end-of-year assets rose from $673M in the plan year 2022 filing to $831M in the plan year 2023 filing.
  • Saint Luke's 403(b) Plan reported participants rose from 11,822 in the plan year 2022 filing to 14,148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431747502 · Saint Luke's Health System PY 2023 · 401(k)

Saint Luke's 403(b) Plan · $831M · 14,148 · 98th

  • PCT $831M
  • PCT 14,148
  • PCT 98th
  • PCT 401(k)
  • PCT near Mdu Resources Group, Inc. 401(k) Retirement Plan
  • PCT ind #17424

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 Missouri →

Saint Luke's 403(b) Plan in the asset neighbourhood

Dana Retirement Savings Plan$833MUcb, Inc. 401(k) Retirement PlanUcb, Inc. 401(k) Retirement …$832MSaint Luke's 403(b) Plan$831MMdu Resources Group, Inc. 401(k) Retirement PlanMdu Resources Group, Inc. 40…$830MCarlisle, LLC Employee Incentive Savings PlanCarlisle, LLC Employee Incen…$829M
End-of-year total assets ($M) among Saint Luke's 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$673M
Net Assets (End of Year)$831M
Net Income$158M
Employer EIN431747502
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saint Luke's Health System)

Sponsor-wide plan assets over time

All Saint Luke's Health System plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 43.262422869172% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.01B $1.45B ▲ +43.6%
Year Plans Participants Total Assets
2022 3 25,423 $1.0B
2023 2 26,509 $1.3B
2024 2 25,163 $1.5B

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Saint Luke's 403(b) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Saint Luke's 403(b) Plan, Total assets ($B): 0.83114156 · Participants: 14148Saint Luke's 403(b) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Saint Luke's 403(b) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Saint Luke's 403(b) Plan side-by-side with 3 peers →

Scale composition for Saint Luke's 403(b) Plan

Saint Luke's 403(b) Plan reports $831M in end-of-year assets across 14,148 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $58,746 per participant (42% of the national average assets-per-participant) . Net income for plan year 2023 was $158M.

This plan identity (EIN 431747502, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $673M to $961M (+42.8%) while covered participants moved from 11,822 to 12,722 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,822 $673M Open filing
2023 14,148 $831M This page
2024 · index core 12,722 $961M Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Saint Luke's 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Mdu Resources Group, Inc. 401(k) Retirement Plan in ND ($830M); by covered participants it is The Finish Line, Inc. Profit Sharing and 401(k) Plan in IN (14,151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($831M here).

Similar participant headcount

Nearest other-state filings by covered participants (14,148 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 Saint Luke's 403(b) Plan assets move in 2023? ▼
Saint Luke's 403(b) Plan grew sharply - up 23.5% during 2023, from $673M to $831M. Reported net income was $158M.
How have Saint Luke's Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saint Luke's Health System's sponsor-wide assets grew 43.3%, from $1.0B to $1.5B.
Where does Saint Luke's 403(b) Plan rank by assets among Form 5500 filers? ▼
Saint Luke's 403(b) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Saint Luke's 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mdu Resources Group, Inc. 401(k) Retirement Plan in ND ($830M, 8,551 participants).
Which 401(k) plans cover a similar participant headcount to Saint Luke's 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Finish Line, Inc. Profit Sharing and 401(k) Plan in IN (14,151 participants, $86M 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 431747502.

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.