401(k) · DOL Form 5500 · 2023

Saint Luke's Health System 401(k) Plan

Data updated 2026-08-25

$427M
Total assets Above avg plan size
12,361
Participants Very large workforce
97th
Percentile by assets National rank
$34,575
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,203
in Healthcare & Social Assistance (17,684 peers)
+25.5%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Saint Luke's Retirement Balance and Matching Plan's outsized position by total assets

Saint Luke's Retirement Balance and Matching Plan vs every filed plan by assets

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

$427,375,736 Top 3% higher than 97% 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 Retirement Balance and Matching 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 Retirement Balance and Matching Plan is a mega filing (12,361 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Saint Luke's Retirement Balance and Matching Plan · $427M · 12,361 · 97th

  • VS-ST $427M
  • BOY 12,361
  • SCH 97th
  • EBSA 401(k)
  • PART near The Dinsmore & Shohl, LLP Savings and Investment Plan
  • TYPE ind #17203

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 Retirement Balance and Matching Plan in the asset neighbourhood

Ryerson Savings Plan$428MSaint Luke's Retirement Balance and Matching PlanSaint Luke's Retirement Bala…$427MThe Dinsmore & Shohl, LLP Savings and Investment PlanThe Dinsmore & Shohl, LLP Sa…$427MCarestream Health, Inc. Retirement Savings PlanCarestream Health, Inc. Reti…$427MEntrust Corporation Employee Investment PlanEntrust Corporation Employee…$427M
End-of-year total assets ($M) among Saint Luke's Retirement Balance and Matching Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$341M
Net Assets (End of Year)$427M
Net Income$78M
Employer EIN431747502
Plan Effective Date1998-01-01
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 Retirement Balance and Matching Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Saint Luke's Retirement Balance and Matching Plan, Total assets ($B): 0.427375736 · Participants: 12361Saint Luke's Retirement Balance and Matching 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 Retirement Balance and Matching Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Saint Luke's Retirement Balance and Matching Plan side-by-side with 3 peers →

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 Retirement Balance and Matching Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is The Dinsmore & Shohl, LLP Savings and Investment Plan in OH ($427M); by covered participants it is Denso Retirement Savings Plan in MI (12,361 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($427M here).

Similar participant headcount

Nearest other-state filings by covered participants (12,361 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 Retirement Balance and Matching Plan assets move in 2023? ▼
Saint Luke's Retirement Balance and Matching Plan grew sharply - up 25.5% during 2023, from $341M to $427M. Reported net income was $78M.
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 Retirement Balance and Matching Plan rank by assets among Form 5500 filers? ▼
Saint Luke's Retirement Balance and Matching Plan ranks in the 97th 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 Retirement Balance and Matching Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Dinsmore & Shohl, LLP Savings and Investment Plan in OH ($427M, 1,373 participants).
Which 401(k) plans cover a similar participant headcount to Saint Luke's Retirement Balance and Matching Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Denso Retirement Savings Plan in MI (12,361 participants, $1.9B 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.