401(k) · DOL Form 5500 · 2024
Saint Luke's Health System 401(k) Plan
Data updated 2026-08-25
- $961M
- Total assets Above avg plan size
- 12,722
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $75,533
- Avg per participant Below avg balance/head
Official DOL plan name: Saint Luke's 403(b) Plan · Sponsored by Saint Luke's Health System · Missouri · Healthcare & Social Assistance
$961M in assets, 12,722 participants
Saint Luke's Health System's Saint Luke's 403(b) Plan reported $961M in total assets and 12,722 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.
- #16,661 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Saint Luke's 403(b) Plan covers 12,722 participants in Missouri, 17x the typical Missouri plan (state average ~737 per filing). Assets: $961M.
- #16,661
- in Healthcare & Social Assistance (16,916 peers)
- +15.6%
- assets growth YoY
- 9.6×
- vs typical plan assets (national mean)
Saint Luke's 403(b) Plan's outsized position by total assets
Saint Luke's 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$960,933,071 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
Saint Luke's 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. Saint Luke's 403(b) Plan is a mega filing (12,722 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saint Luke's 403(b) Plan reported net income fell from $158M in the plan year 2023 filing to $130M in the plan year 2024 filing.
- Saint Luke's 403(b) Plan end-of-year assets rose from $831M in the plan year 2023 filing to $961M in the plan year 2024 filing.
- Saint Luke's 403(b) Plan reported participants fell from 14,148 in the plan year 2023 filing to 12,722 in the plan year 2024 filing.
DOL schedule card
Filing strip 431747502 · Saint Luke's Health System PY 2024 · 401(k)
Saint Luke's 403(b) Plan · $961M · 12,722 · 98th
- SCH $961M
- SCH 12,722
- SCH 98th
- SCH 401(k)
- SCH near Albemarle Corporation Retirement Savings Plan
- SCH ind #16661
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 Missouri →
Saint Luke's 403(b) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $831M |
|---|---|
| Net Assets (End of Year) | $961M |
| Net Income | $130M |
| Employer EIN | 431747502 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Luke's Health System)
Sponsor-wide plan assets over time
All Saint Luke's Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 43.262422869172% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 25,423 | $1.0B |
| 2023 | 2 | 26,509 | $1.3B |
| 2024 | 2 | 25,163 | $1.5B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Scale composition for Saint Luke's 403(b) Plan
Saint Luke's 403(b) Plan reports $961M in end-of-year assets across 12,722 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $75,533 per participant (55% of the national average assets-per-participant) . Net income for plan year 2024 was $130M.
This plan identity (EIN 431747502, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $673M to $961M (+42.8%) while covered participants moved from 11,822 to 12,722 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,822 | $673M | Open filing |
| 2023 | 14,148 | $831M | Open filing |
| 2024 · index core | 12,722 | $961M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Saint Luke's Retirement Balance and Matching Plan (401(k), $492M, 12,441 participants)
- Saint Luke's Health System, Inc. Retirement Plan (Defined Benefit (Pension), $413K, 1,777 participants)
Saint Luke's 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Albemarle Corporation Retirement Savings Plan in NC ($961M); by covered participants it is American Family 401(k) Plan in WI (12,720 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($961M here).
- Albemarle Corporation Retirement Savings Plan (NC) $961M · 2,532
- Plumbers Local Union No. 1 Employee 401(k) Savings Plan (NY) $961M · 4,638
- Techtronic Industries 401(k) Retirement Plan (FL) $961M · 13,658
- The Coca-Cola Bottlers' Association 401(k) Retirement Savings Plan (GA) $962M · 13,807
Similar participant headcount
Nearest other-state filings by covered participants (12,722 participants); asset peers above are excluded.
- American Family 401(k) Plan (WI) 12,720 · 2 off
- Shell Provident Fund (TX) 12,718 · 4 off
- Vetcor 401(k) Plan (MA) 12,733 · 11 off
- Acrisure 401(k) Savings Plan (MI) 12,699 · 23 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.