Defined Benefit (Pension) · DOL Form 5500 · 2024
St Lukes University Health Network Pension Plan
Data updated 2026-08-25
- $459M
- Total assets Above avg plan size
- 2,221
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $206,603
- Avg per participant Above avg balance/head
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.
- #16,424 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
St. Lukes Health Network Pension Plan covers 2,221 participants in Pennsylvania, 2.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $459M.
- #16,424
- in Healthcare & Social Assistance (16,916 peers)
- -3.7%
- assets change YoY
- 4.6×
- vs typical plan assets (national mean)
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's outsized position by total assets
St. Lukes Health Network Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$458,865,440 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
St. Lukes Health Network Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Lukes Health Network Pension Plan lands in the large band (2,221 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 231352213 · St Lukes University Health Network PY 2024 · Defined Benefit (Pension)
St. Lukes Health Network Pension Plan · $459M · 2,221 · 97th
- ASSETS $459M
- ASSETS 2,221
- ASSETS 97th
- ASSETS Defined Benefit (Pension)
- ASSETS near Merrimack Mutual Fire Insurance Company Retirement Plan
- ASSETS ind #16424
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 Pennsylvania →
St. Lukes Health Network Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All St Lukes University Health Network plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 38.517958533170834% vs 2022
- 2024 filing year
| 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.
- National Elevator Industry Pension Plan $12.2B · 28,308
- 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
St. Lukes Health Network Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Merrimack Mutual Fire Insurance Company Retirement Plan in MA ($459M); by covered participants it is Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund in WA (2,218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($459M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,221 participants); asset peers above are excluded.
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund (WA) 2,218 · 3 off
- Permanente Physicians Retirement Plan for Mapmg (CA) 2,216 · 5 off
- Local Union No. 124 I. B. E. W. Pension Trust Fund (MO) 2,230 · 9 off
- The Goodyear Tire & Rubber Company 1950 Pension Plan (OH) 2,211 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.