Other · DOL Form 5500 · 2023
St. Luke Community Hospital and Nursing Home Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 389
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $57,248
- Avg per participant Low balance/head
Official DOL plan name: St. Luke Community Hospital and Nursing Home 403(b) Plan · Sponsored by St. Luke Community Hospital and Nursing Home · Montana · Healthcare & Social Assistance
$22M in assets, 389 participants
St. Luke Community Hospital and Nursing Home's St. Luke Community Hospital and Nursing Home 403(b) Plan reported $22M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #13,894 in Healthcare & Social Assistance (17,684 peers)
Where St. Luke Community Hospital and Nursing Home 403(b) Plan sits by assets
St. Luke Community Hospital and Nursing Home 403(b) Plan sits in the top quartile of all filed plans by assets, $22M for 389 participants (~$57,248/participant), up 8.6% in 2023.
- #13,894
- in Healthcare & Social Assistance (17,684 peers)
- +8.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
St. Luke Community Hospital and Nursing Home 403(b) Plan's outsized position by total assets
St. Luke Community Hospital and Nursing Home 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,269,377 Top 25% higher than 75% 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 Community Hospital and Nursing Home 403(b) 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 Community Hospital and Nursing Home 403(b) Plan sits mid-pack in the medium band (389 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Luke Community Hospital and Nursing Home 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- St. Luke Community Hospital and Nursing Home 403(b) Plan reported participants rose from 354 in the plan year 2022 filing to 389 in the plan year 2023 filing.
- St. Luke Community Hospital and Nursing Home 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810221486 · St. Luke Community Hospital and Nursing Home PY 2023 · Other
St. Luke Community Hospital and Nursing Home 403(b) Plan · $22M · 389 · 75th
- EIN $22M
- EIN 389
- EIN 75th
- EIN Other
- EIN near Constructive Partnerships Unlimited 403(b) Plan
- EIN ind #13894
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 Montana →
St. Luke Community Hospital and Nursing Home 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 810221486 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Luke Community Hospital and Nursing Home)
Sponsor-wide plan assets over time
All St. Luke Community Hospital and Nursing Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 16.640183186733665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 354 | $21M |
| 2023 | 1 | 389 | $22M |
| 2024 | 1 | 414 | $24M |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $522M · 3,894
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $116M · 1,934
- Bozeman Health 403(b) Plan $63M · 2,524
- Carroll College 403(b) Plan $52M · 311
- Rocky Mountain College Defined Contribution Retirement Plan $30M · 252
St. Luke Community Hospital and Nursing Home 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Constructive Partnerships Unlimited 403(b) Plan in NY ($22M); by covered participants it is Kqed Inc. Tax Sheltered Annuity Plan in CA (389 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.
- Kqed Inc. Tax Sheltered Annuity Plan (CA) 389 · 0 off
- 403(b) Thrift Plan of the Connection, Inc. (CT) 389 · 0 off
- Woodfords Family Services 403b Plan (ME) 389 · 0 off
- Museum of Fine Arts Defined Contribution Retirement Plan (MA) 390 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.