Defined Benefit (Pension) · DOL Form 5500 · 2024
St. Lukes Hospital of Duluth Pension Plan
Data updated 2026-08-25
- $129M
- Total assets Near avg plan size
- 371
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $347,561
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees of St. Lukes Hospital of Duluth · Sponsored by St. Lukes Hospital of Duluth · Minnesota · Healthcare & Social Assistance
$129M in assets, 371 participants
St. Lukes Hospital of Duluth's Pension Plan for Employees of St. Lukes Hospital of Duluth reported $129M in total assets and 371 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,756 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Pension Plan for Employees of St. Lukes Hospital of Duluth covers 371 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $129M.
- #15,756
- in Healthcare & Social Assistance (16,916 peers)
- -2.4%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Employees of St. Lukes Hospital of Duluth's outsized position by total assets
Pension Plan for Employees of St. Lukes Hospital of Duluth vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$128,944,972 Top 8% higher than 92% 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
Pension Plan for Employees of St. Lukes Hospital of Duluth 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. Pension Plan for Employees of St. Lukes Hospital of Duluth sits mid-pack in the medium band (371 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan for Employees of St. Lukes Hospital of Duluth reported net income fell from $4M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Pension Plan for Employees of St. Lukes Hospital of Duluth reported participants fell from 430 in the plan year 2023 filing to 371 in the plan year 2024 filing.
- Pension Plan for Employees of St. Lukes Hospital of Duluth end-of-year assets fell from $132M in the plan year 2023 filing to $129M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 410714079 · St. Lukes Hospital of Duluth PY 2024 · Defined Benefit (Pension)
Pension Plan for Employees of St. Lukes Hospital of Duluth · $129M · 371 · 92nd
- SCH $129M
- SCH 371
- SCH 92nd
- SCH Defined Benefit (Pension)
- SCH near Welch Foods Inc. Pension Plan
- SCH ind #15756
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 Minnesota →
Pension Plan for Employees of St. Lukes Hospital of Duluth in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | -$3M |
| Employer EIN | 410714079 |
| Plan Effective Date | 1947-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Lukes Hospital of Duluth)
Sponsor-wide plan assets over time
All St. Lukes Hospital of Duluth plans reported in each filing year
- Latest sponsor-wide plan assets
- $552M 20.634357847988795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,228 | $457M |
| 2023 | 2 | 3,227 | $512M |
| 2024 | 2 | 3,226 | $552M |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Mayo Pension Plan $11.8B · 71,743
- 3M Employee Retirement Income Plan $8.9B · 9,132
- Wells Fargo & Company Cash Balance Plan $8.3B · 46,875
- U.S. Bank Pension Plan $4.4B · 62,822
- The Travelers Pension Plan $4.2B · 27,237
Pension Plan for Employees of St. Lukes Hospital of Duluth's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Welch Foods Inc. Pension Plan in MA ($129M); by covered participants it is Missouri Farm Bureau Retirement Plan Trust in MO (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($129M here).
- Welch Foods Inc. Pension Plan (MA) $129M · 106
- Infineum Pension Plan (NJ) $129M · 235
- The Seattle Times Pension Plan (WA) $129M · 108
- Communications Workers of America Plan for Employees' Pensions (DC) $129M · 121
Similar participant headcount
Nearest other-state filings by covered participants (371 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.