Other · DOL Form 5500 · 2023

St Luke Lutheran Home for the Aging Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
210
Participants Below avg headcount
49th
Percentile by assets National rank
$30,005
Avg per participant Low balance/head
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Official DOL plan name: St Luke Lutheran Home for the Aging Employee Retirement Plan · Sponsored by St Luke Lutheran Home for the Aging · Ohio · Healthcare & Social Assistance

$6M in assets, 210 participants

St Luke Lutheran Home for the Aging's St Luke Lutheran Home for the Aging Employee Retirement Plan reported $6M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,526 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

St Luke Lutheran Home for the Aging Employee Retirement Plan covers 210 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#9,526
in Healthcare & Social Assistance (17,684 peers)
+5.1%
assets growth YoY

St Luke Lutheran Home for the Aging Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St Luke Lutheran Home for the Aging Employee Retirement Plan vs every filed plan by assets

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

$6,301,023 49th percentile higher than 49% 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

St Luke Lutheran Home for the Aging Employee 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 Lutheran Home for the Aging Employee Retirement Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St Luke Lutheran Home for the Aging Employee Retirement Plan reported net income rose from -$459K in the plan year 2022 filing to $303K in the plan year 2023 filing.
  • St Luke Lutheran Home for the Aging Employee Retirement Plan reported participants fell from 233 in the plan year 2022 filing to 210 in the plan year 2023 filing.
  • St Luke Lutheran Home for the Aging Employee Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340777664 · St Luke Lutheran Home for the Aging PY 2023 · Other

St Luke Lutheran Home for the Aging Employee Retirement Plan · $6M · 210 · 49th

  • PHOTO $6M
  • IND 210
  • EOY 49th
  • 5500 Other
  • ASSETS near Salemtowne Retirement Savings Plan
  • PCT ind #9526

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 Ohio →

St Luke Lutheran Home for the Aging Employee Retirement Plan in the asset neighbourhood

Family Services, Inc. 403(b) PlanFamily Services, Inc. 403(b)…$6MSalemtowne Retirement Savings PlanSalemtowne Retirement Saving…$6MThe Arc of the Central Chesapeake Region, Inc. 403(b) PlanThe Arc of the Central Chesa…$6MEmployee Benefit Plan of United States Equestrian Federation, Inc.Employee Benefit Plan of Uni…$6MSt Luke Lutheran Home for the Aging Employee Retirement PlanSt Luke Lutheran Home for th…$6M
End-of-year total assets ($M) among St Luke Lutheran Home for the Aging Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$303K
Employer EIN340777664
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Luke Lutheran Home for the Aging)

Sponsor-wide plan assets over time

All St Luke Lutheran Home for the Aging plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.068901502891677% vs 2022
2023 filing year
$5.9M$6M$6.1M$6.2M$6.3M$6.4M 20222023 $6M $6.3M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 233 $6M
2023 1 210 $6M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

St Luke Lutheran Home for the Aging Employee Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants St Luke Lutheran Home for the Aging Employee Retirement Plan, Total assets ($B): 0.006301023 · Participants: 210St Luke Lutheran Home for the Aging Employee Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
St Luke Lutheran Home for the Aging Employee Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

St Luke Lutheran Home for the Aging Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Salemtowne Retirement Savings Plan in NC ($6M); by covered participants it is Greater Springfield Senior Services 403(b) Thrift Plan in MA (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 St Luke Lutheran Home for the Aging Employee Retirement Plan assets move in 2023?
St Luke Lutheran Home for the Aging Employee Retirement Plan grew at a solid clip - up 5.1% during 2023, from $6M to $6M. Reported net income was $303K.
How have St Luke Lutheran Home for the Aging plan assets changed over time?
Across 2 plan years on file (2022-2023), St Luke Lutheran Home for the Aging's sponsor-wide assets grew 5.1%, from $6M to $6M.
Which Other plans are similar in size to St Luke Lutheran Home for the Aging Employee Retirement Plan?
Among Other plans in other states, the closest by assets is Salemtowne Retirement Savings Plan in NC ($6M, 310 participants).
Which Other plans cover a similar participant headcount to St Luke Lutheran Home for the Aging Employee Retirement Plan?
Among Other plans in other states, the closest by covered participants is Greater Springfield Senior Services 403(b) Thrift Plan in MA (210 participants, $10M in assets).