Other · DOL Form 5500 · 2024
St. Luke's Health Network, Inc. Retirement Plan
Data updated 2026-08-25
- $810M
- Total assets Above avg plan size
- 19,666
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $41,200
- Avg per participant Low balance/head
Official DOL plan name: St. Luke's Health Network 403(b) Plan · Sponsored by St. Luke's Health Network, Inc. · Pennsylvania · Healthcare & Social Assistance
$810M in assets, 19,666 participants
St. Luke's Health Network, Inc.'s St. Luke's Health Network 403(b) Plan reported $810M in total assets and 19,666 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,609 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
St. Luke's Health Network 403(b) Plan covers 19,666 participants in Pennsylvania, 24x the typical Pennsylvania plan (state average ~822 per filing). Assets: $810M.
- #16,609
- in Healthcare & Social Assistance (16,916 peers)
- +23.6%
- assets growth YoY
- 8.1×
- vs typical plan assets (national mean)
St. Luke's Health Network 403(b) Plan's outsized position by total assets
St. Luke's Health Network 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$810,236,457 Top 2% higher than 98% 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. Luke's Health Network 403(b) Plan's mega-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. Luke's Health Network 403(b) Plan is a mega filing (19,666 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Luke's Health Network 403(b) Plan end-of-year assets rose from $656M in the plan year 2023 filing to $810M in the plan year 2024 filing.
- St. Luke's Health Network 403(b) Plan reported participants rose from 18,569 in the plan year 2023 filing to 19,666 in the plan year 2024 filing.
- St. Luke's Health Network 403(b) Plan reported net income rose from $152M in the plan year 2023 filing to $155M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231352213 · St. Luke's Health Network, Inc. PY 2024 · Other
St. Luke's Health Network 403(b) Plan · $810M · 19,666 · 98th
- EBSA $810M
- PART 19,666
- TYPE 98th
- NET Other
- BOOK near University of Miami Supplemental Retirement Annuity Program
- VS-ST ind #16609
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. Luke's Health Network 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $656M |
|---|---|
| Net Assets (End of Year) | $810M |
| Net Income | $155M |
| Employer EIN | 231352213 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Luke's Health Network, Inc.)
Sponsor-wide plan assets over time
All St. Luke's Health Network, Inc. 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 Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Scale composition for St. Luke's Health Network 403(b) Plan
St. Luke's Health Network 403(b) Plan reports $810M in end-of-year assets across 19,666 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $41,200 per participant (30% of the national average assets-per-participant) . Net income for plan year 2024 was $155M.
This plan identity (EIN 231352213, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $503M to $810M (+61.0%) while covered participants moved from 17,079 to 19,666 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,079 | $503M | Open filing |
| 2023 | 18,569 | $656M | Open filing |
| 2024 · index core | 19,666 | $810M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- St. Lukes Health Network Pension Plan (Defined Benefit (Pension), $459M, 2,221 participants)
- St. Luke's Health Network Defined Contribution Plan (Profit Sharing, $423M, 15,648 participants)
St. Luke's Health Network 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is University of Miami Supplemental Retirement Annuity Program in FL ($810M); by covered participants it is Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan in NC (19,745 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($810M here).
- University of Miami Supplemental Retirement Annuity Program (FL) $810M · 2,117
- Carpenters & Joiners Defined Contribution Plan (MN) $811M · 22,289
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) $805M · 9,804
- H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan (FL) $803M · 9,044
Similar participant headcount
Nearest other-state filings by covered participants (19,666 participants); asset peers above are excluded.
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) 19,745 · 79 off
- Children's Hospital Medical Center Employee Savings Plan (OH) 19,570 · 96 off
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) 19,842 · 176 off
- Sharpsaver Defined Contribution Plan (CA) 20,047 · 381 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.