401(k) · DOL Form 5500 · 2023
Saint Luke's Health System 401(k) Plan
Data updated 2026-08-11
- $427M
- Total assets
- 12,361
- Participants
- 97th
- Percentile by assets
- $34,575
- Avg per participant
Official DOL plan name: Saint Luke's Retirement Balance and Matching Plan · Sponsored by Saint Luke's Health System · Missouri · Healthcare & Social Assistance
$427M in assets, 12,361 participants
Saint Luke's Health System's Saint Luke's Retirement Balance and Matching Plan reported $427M in total assets and 12,361 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,203 in Healthcare & Social Assistance (17,684 peers)
Coverage in Missouri
Saint Luke's Retirement Balance and Matching Plan covers 12,361 participants in Missouri, 17x the typical Missouri plan (state average ~737 per filing). Assets: $427M.
- $427M
- total plan assets (2023 EOY)
- 12,361
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $34,575
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Luke's Retirement Balance and Matching Plan reported net income rose from -$50M in the plan year 2022 filing to $78M in the plan year 2023 filing.
- Saint Luke's Retirement Balance and Matching Plan end-of-year assets rose from $341M in the plan year 2022 filing to $427M in the plan year 2023 filing.
- Saint Luke's Retirement Balance and Matching Plan reported participants rose from 11,824 in the plan year 2022 filing to 12,361 in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Saint Luke's Retirement Balance and Matching Plan reports 12,361 participants - 17x that state average ($427M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $341M |
|---|---|
| Net Assets (End of Year) | $427M |
| Net Income | $78M |
| Employer EIN | 431747502 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Luke's Health System)
| 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 Retirement Balance and Matching Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Scale composition for Saint Luke's Retirement Balance and Matching Plan
Saint Luke's Retirement Balance and Matching Plan reports $427M in end-of-year assets across 12,361 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $34,575 per participant (25% of the national average assets-per-participant) . Net income for plan year 2023 was $78M.
This plan identity (EIN 431747502, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $341M to $492M (+44.4%) while covered participants moved from 11,824 to 12,441 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,824 | $341M | Open filing |
| 2023 | 12,361 | $427M | This page |
| 2024 · index core | 12,441 | $492M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Saint Luke's 403(b) Plan (401(k), $961M, 12,722 participants)
- Saint Luke's Retirement Balance and Matching Plan (401(k), $492M, 12,441 participants)
- Saint Luke's Health System, Inc. Retirement Plan (Defined Benefit (Pension), $413K, 1,777 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Saint Luke's Retirement Balance and Matching Plan by total assets, not by location.
- The Dinsmore & Shohl, LLP Savings and Investment Plan (OH) $427M · 1,373
- Carestream Health, Inc. Retirement Savings Plan (NY) $427M · 1,486
- Entrust Corporation Employee Investment Plan (MN) $427M · 1,460
- Ryerson Savings Plan (IL) $428M · 2,564
Frequently Asked Questions
How did Saint Luke's Retirement Balance and Matching Plan assets move in 2023? ▼
How have Saint Luke's Health System plan assets changed over time? ▼
Where does Saint Luke's Retirement Balance and Matching Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Saint Luke's Retirement Balance and Matching Plan? ▼
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Filing takeaways
Ways to act on Saint Luke's Retirement Balance and Matching Plan's numbers.
- By total assets, Saint Luke's Retirement Balance and Matching Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Saint Luke's Health System's sponsor-wide assets have grown 43.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans