Defined Benefit (Pension) · DOL Form 5500 · 2024

St Lukes University Health Network Pension Plan

Data updated 2026-07-24

$459M
Total assets: 2,221
Participants: 97th
Percentile by assets: $206,603
Avg per participant

Official DOL plan name: St. Lukes Health Network Pension Plan · Sponsored by St Lukes University Health Network · Pennsylvania · Healthcare & Social Assistance

$459M in assets, 2,221 participants

St Lukes University Health Network's St. Lukes Health Network Pension Plan reported $459M in total assets and 2,221 participants in its 2024 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.

97th percentile by assets (of 116,472 plans)

Coverage in Pennsylvania

St. Lukes Health Network Pension Plan covers 2,221 participants in Pennsylvania, 2.7x the typical Pennsylvania plan (state average ~824 per filing). Assets: $459M.

$459M
total plan assets (2024 EOY): 2,221
covered participants: 97th
percentile by assets (of 116,472 plans): $206,603
avg assets per participant

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Lukes Health Network Pension Plan reported net income fell from $26M in the plan year 2023 filing to -$17M in the plan year 2024 filing.
St. Lukes Health Network Pension Plan reported participants fell from 2,382 in the plan year 2023 filing to 2,221 in the plan year 2024 filing.
St. Lukes Health Network Pension Plan end-of-year assets fell from $476M in the plan year 2023 filing to $459M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. St. Lukes Health Network Pension Plan reports 2,221 participants - 2.7x that state average ($459M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$476M
Net Assets (End of Year)	$459M
Net Income	-$17M
Employer EIN	231352213
Plan Effective Date	1949-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (St Lukes University Health Network)

Total plan assets by year, all St Lukes University Health Network plans on file

Year	Plans	Participants	Total Assets
2022	4	36,620	$1.3B
2023	4	39,312	$1.5B
2024	4	37,695	$1.7B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

St. Lukes Health Network Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Steelworkers Pension Trust $7.2B · 46,110
The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
Constellation Retirement Program $5.0B · 4,809
Eastern Atlantic States Carpenters Pension Fund $5.0B · 12,421

Compare St. Lukes Health Network Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to St. Lukes Health Network Pension Plan by total assets, not by location.

Merrimack Mutual Fire Insurance Company Retirement Plan (MA) $459M · 283
Pension Plan for All Eligible Employees of Crane (CT) $459M · 516
Moody's Corporation Retirement Account (NY) $460M · 546
Alabama Farmers Federation and Affiliated Companies Retirement Plan (AL) $460M · 871

Frequently Asked Questions

How did St. Lukes Health Network Pension Plan assets move in 2024? ▼

St. Lukes Health Network Pension Plan edged down modestly - down 3.7% during 2024, from $476M to $459M. Reported net income was -$17M.

How have St Lukes University Health Network plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), St Lukes University Health Network's sponsor-wide assets grew 38.5%, from $1.3B to $1.7B.

Where does St. Lukes Health Network Pension Plan rank by assets among Form 5500 filers? ▼

St. Lukes Health Network Pension Plan ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to St. Lukes Health Network Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Merrimack Mutual Fire Insurance Company Retirement Plan in MA ($459M, 283 participants).

Next read for St. Lukes Health Network Pension Plan

Filing takeaways

Ways to act on St. Lukes Health Network Pension Plan's numbers.

By total assets, St. Lukes Health Network Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
St Lukes University Health Network's sponsor-wide assets have grown 38.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 231352213.

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.