401(k) · DOL Form 5500 · 2024

Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
638
Participants Below avg headcount
42nd
Percentile by assets National rank
$8,020
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St Luke Home Care and Hospice Retirement Plan · Sponsored by Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas · Puerto Rico · Healthcare & Social Assistance

$5M in assets, 638 participants

Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas's St Luke Home Care and Hospice Retirement Plan reported $5M in total assets and 638 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,711 in Healthcare & Social Assistance (16,916 peers)

Coverage in Puerto Rico

St Luke Home Care and Hospice Retirement Plan covers 638 participants in Puerto Rico, 7.2x the typical Puerto Rico plan (state average ~89 per filing). Assets: $5M.

#7,711
in Healthcare & Social Assistance (16,916 peers)
+7.1%
assets growth YoY

St Luke Home Care and Hospice Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St Luke Home Care and Hospice Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,116,956 42nd percentile higher than 42% of 123,620 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 2024

St Luke Home Care and Hospice Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St Luke Home Care and Hospice Retirement Plan sits mid-pack in the medium band (638 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St Luke Home Care and Hospice Retirement Plan reported net income rose from $19K in the plan year 2023 filing to $339K in the plan year 2024 filing.
  • St Luke Home Care and Hospice Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • St Luke Home Care and Hospice Retirement Plan reported participants fell from 662 in the plan year 2023 filing to 638 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660592943 · Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas PY 2024 · 401(k)

St Luke Home Care and Hospice Retirement Plan · $5M · 638 · 42nd

  • SCH $5M
  • EBSA 638
  • PART 42nd
  • TYPE 401(k)
  • NET near Segula Technologies USA Inc
  • BOOK ind #7711

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 Puerto Rico →

St Luke Home Care and Hospice Retirement Plan in the asset neighbourhood

St Luke Home Care and Hospice Retirement PlanSt Luke Home Care and Hospic…$5MSegula Technologies USA Inc$5MBr Williams Trucking LLC 401(k) Profit Sharing PlanBr Williams Trucking LLC 401…$5MOther Half Brewing Company 401(k) Profit Sharing PlanOther Half Brewing Company 4…$5MBeaver Run Rental Holdings, LLC 401(k) PlanBeaver Run Rental Holdings, …$5M
End-of-year total assets ($M) among St Luke Home Care and Hospice Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$339K
Employer EIN660592943
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas)

Sponsor-wide plan assets over time

All Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.5219353358319045% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M 202220232024 $4.76M $5.12M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 609 $5M
2023 1 662 $5M
2024 1 638 $5M

Nearby 401(k) Plans in Puerto Rico

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

St Luke Home Care and Hospice Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants St Luke Home Care and Hospice Retirement Plan, Total assets ($M): 5.116956 · Participants: 638St Luke Home Care and Hospice Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
St Luke Home Care and Hospice Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare St Luke Home Care and Hospice Retirement Plan side-by-side with 3 peers →

St Luke Home Care and Hospice Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Segula Technologies USA Inc in MI ($5M); by covered participants it is Duke Manufacturing Company Retirement Plan in MO (638 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (638 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St Luke Home Care and Hospice Retirement Plan assets move in 2024? ▼
St Luke Home Care and Hospice Retirement Plan grew at a solid clip - up 7.1% during 2024, from $5M to $5M. Reported net income was $339K.
How have Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas's sponsor-wide assets grew 7.5%, from $5M to $5M.
Which 401(k) plans are similar in size to St Luke Home Care and Hospice Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Segula Technologies USA Inc in MI ($5M, 152 participants).
Which 401(k) plans cover a similar participant headcount to St Luke Home Care and Hospice Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duke Manufacturing Company Retirement Plan in MO (638 participants, $48M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660592943.

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.