401(k) · DOL Form 5500 · 2023

St. Luke's Hospital, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
265
Participants Below avg headcount
52nd
Percentile by assets National rank
$27,570
Avg per participant Low balance/head
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Official DOL plan name: St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan · Sponsored by St. Luke's Hospital, Inc. · North Carolina · Healthcare & Social Assistance

$7M in assets, 265 participants

St. Luke's Hospital, Inc.'s St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan reported $7M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,113 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan covers 265 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#10,113
in Healthcare & Social Assistance (17,684 peers)
+18.1%
assets growth YoY

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$7,305,989 Top 48% higher than 52% 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's Hospital, Inc. Profit Sharing/401(k) 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's Hospital, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan reported participants rose from 254 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560554222 · St. Luke's Hospital, Inc. PY 2023 · 401(k)

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan · $7M · 265 · 52nd

  • NET $7M
  • NET 265
  • NET 52nd
  • NET 401(k)
  • NET near Controlled Environment Systems, LLC 401(k) Plan
  • NET ind #10113

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 North Carolina →

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

St. Luke's Hospital, Inc. Profit Sharing/401(k) PlanSt. Luke's Hospital, Inc. Pr…$7MControlled Environment Systems, LLC 401(k) PlanControlled Environment Syste…$7MEpilepsy Foundation of America 401(k) Profit Sharing PlanEpilepsy Foundation of Ameri…$7MFantasia Accessories, Ltd. Profit Sharing PlanFantasia Accessories, Ltd. P…$7MTurtle Island Foods, Spc. Profit Sharing PlanTurtle Island Foods, Spc. Pr…$7M
End-of-year total assets ($M) among St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN560554222
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Luke's Hospital, Inc.)

Sponsor-wide plan assets over time

All St. Luke's Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 7.783172159385976% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.19M $6.67M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 254 $6M
2023 1 265 $7M
2024 1 259 $7M

Nearby 401(k) Plans in North Carolina

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

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan, Total assets ($B): 0.007305989 · Participants: 265St. Luke's Hospital, Inc. Profit Sharing/401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Controlled Environment Systems, LLC 401(k) Plan in MA ($7M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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's Hospital, Inc. Profit Sharing/401(k) Plan assets move in 2023? ▼
St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan grew sharply - up 18.1% during 2023, from $6M to $7M. Reported net income was $1M.
How have St. Luke's Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Luke's Hospital, Inc.'s sponsor-wide assets grew 7.8%, from $6M to $7M.
Which 401(k) plans are similar in size to St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Controlled Environment Systems, LLC 401(k) Plan in MA ($7M, 160 participants).
Which 401(k) plans cover a similar participant headcount to St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants, N/A 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 560554222.

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.