401(k) · DOL Form 5500 · 2024

Saint Luke's Health System 401(k) Plan

Data updated 2026-07-24

$492M
Total assets: 12,441
Participants: 97th
Percentile by assets: $39,534
Avg per participant

Official DOL plan name: Saint Luke's Retirement Balance and Matching Plan · Sponsored by Saint Luke's Health System · Missouri · Healthcare & Social Assistance

$492M in assets, 12,441 participants

Saint Luke's Health System's Saint Luke's Retirement Balance and Matching Plan reported $492M in total assets and 12,441 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 Missouri

Saint Luke's Retirement Balance and Matching Plan covers 12,441 participants in Missouri, 16x the typical Missouri plan (state average ~756 per filing). Assets: $492M.

$492M
total plan assets (2024 EOY): 12,441
covered participants: 97th
percentile by assets (of 116,472 plans): $39,534
avg assets per participant

Saint Luke's Retirement Balance and Matching Plan reported net income fell from $78M in the plan year 2023 filing to $64M in the plan year 2024 filing.
Saint Luke's Retirement Balance and Matching Plan end-of-year assets rose from $427M in the plan year 2023 filing to $492M in the plan year 2024 filing.
Saint Luke's Retirement Balance and Matching Plan reported participants rose from 12,361 in the plan year 2023 filing to 12,441 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Missouri

Industry

Healthcare & Social Assistance

Participants vs Missouri filers

In Missouri, the average filing covers about 756 participants across 2,155 plans. Saint Luke's Retirement Balance and Matching Plan reports 12,441 participants - 16x that state average ($492M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)	$427M
Net Assets (End of Year)	$492M
Net Income	$64M
Employer EIN	431747502
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Saint Luke's Health System)

Total plan assets by year, all Saint Luke's Health System plans on file

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.

Saint Luke's Retirement Balance and Matching Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
Centene Management Corporation Retirement Plan $4.7B · 53,760
Anheuser-Busch 401(k) Savings and Retirement Plan $3.6B · 14,148

Compare Saint Luke's Retirement Balance and Matc… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Saint Luke's Retirement Balance and Matching Plan by total assets, not by location.

Cherokee Nation Businesses LLC 401(k) Plan (OK) $492M · 7,735
Prevea Clinic, Inc. 401(k) and Retirement Plan (WI) $492M · 2,423
De Lage Landen Financial Services, Inc. Retirement Savings Plan (PA) $492M · 1,568
C.V. Starr & Co., Inc. Incentive Savings Plan (NY) $491M · 1,827

Frequently Asked Questions

How did Saint Luke's Retirement Balance and Matching Plan assets move in 2024? ▼

Saint Luke's Retirement Balance and Matching Plan grew sharply - up 15.1% during 2024, from $427M to $492M. Reported net income was $64M.

How have Saint Luke's Health System plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Saint Luke's Health System's sponsor-wide assets grew 43.3%, from $1.0B to $1.5B.

Where does Saint Luke's Retirement Balance and Matching Plan rank by assets among Form 5500 filers? ▼

Saint Luke's Retirement Balance and Matching 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 401(k) plans are similar in size to Saint Luke's Retirement Balance and Matching Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cherokee Nation Businesses LLC 401(k) Plan in OK ($492M, 7,735 participants).

Next read for Saint Luke's Retirement Balance and Matc…

Filing takeaways

Ways to act on Saint Luke's Retirement Balance and Matching Plan's numbers.

By total assets, Saint Luke's Retirement Balance and Matching Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
Saint Luke's Health System's sponsor-wide assets have grown 43.3% 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 431747502.

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.