Defined Benefit (Pension) · DOL Form 5500 · 2024

St. Luke's Health System, Ltd. Pension Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
217
Participants Below avg headcount
93rd
Percentile by assets National rank
$665,572
Avg per participant High balance/head
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Official DOL plan name: St. Luke's Health System Basic Pension Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance

$144M in assets, 217 participants

St. Luke's Health System, Ltd.'s St. Luke's Health System Basic Pension Plan reported $144M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,841 in Healthcare & Social Assistance (16,916 peers)

Where St. Luke's Health System Basic Pension Plan sits by assets

St. Luke's Health System Basic Pension Plan sits in the top 10% of all filed plans by assets, $144M for 217 participants (~$665,572/participant), down 6.0% in 2024.

#15,841
in Healthcare & Social Assistance (16,916 peers)
-6.0%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Luke's Health System Basic Pension Plan's outsized position by total assets

St. Luke's Health System Basic Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$144,429,213 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 System Basic Pension Plan 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. St. Luke's Health System Basic Pension Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Luke's Health System Basic Pension Plan reported net income fell from $10M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • St. Luke's Health System Basic Pension Plan reported participants fell from 244 in the plan year 2023 filing to 217 in the plan year 2024 filing.
  • St. Luke's Health System Basic Pension Plan end-of-year assets fell from $154M in the plan year 2023 filing to $144M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 562570681 · St. Luke's Health System, Ltd. PY 2024 · Defined Benefit (Pension)

St. Luke's Health System Basic Pension Plan · $144M · 217 · 93rd

  • SCH $144M
  • EBSA 217
  • PART 93rd
  • TYPE Defined Benefit (Pension)
  • NET near United Nations Federal Credit Union Cash Balance Retirement Pension Plan
  • BOOK ind #15841

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 Idaho →

St. Luke's Health System Basic Pension Plan in the asset neighbourhood

Southwire Company Hourly Pension PlanSouthwire Company Hourly Pen…$145MCircor International, Inc. Retirement PlanCircor International, Inc. R…$144MSt. Luke's Health System Basic Pension PlanSt. Luke's Health System Bas…$144MUnited Nations Federal Credit Union Cash Balance Retirement Pension PlanUnited Nations Federal Credi…$144MKansas City Life Insurance Company Cash Balance Pension PlanKansas City Life Insurance C…$144M
End-of-year total assets ($M) among St. Luke's Health System Basic Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$144M
Net Income-$9M
Employer EIN562570681
Plan Effective Date1960-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Luke's Health System, Ltd.)

Sponsor-wide plan assets over time

All St. Luke's Health System, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 35.64803968551588% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.52B $2.06B ▲ +35.5%
Year Plans Participants Total Assets
2022 4 31,444 $1.5B
2023 4 33,790 $1.8B
2024 4 34,970 $2.1B

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

St. Luke's Health System Basic Pension Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.522.5 Total assets ($B) Participants St. Luke's Health System Basic Pension Plan, Total assets ($B): 0.144429213 · Participants: 217St. Luke's Health System Basic Pension PlanIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.001259353 · Participants: 930Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.971347295 · Participants: 2113Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.229628077 · Participants: 5378Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.223847281 · Participants: 878Amalgamated Sugar Company Hourly Retirement PlanHecla Mining Company Restated Retirement Plan, Total assets ($B): 0.117355534 · Participants: 536Hecla Mining Company Restated Retirement Plan
St. Luke's Health System Basic Pension Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare St. Luke's Health System Basic Pension Plan side-by-side with 3 peers →

St. Luke's Health System Basic Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is United Nations Federal Credit Union Cash Balance Retirement Pension Plan in NY ($144M); by covered participants it is Schindler Elevator Corporation Retirement Plan in NJ (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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.

Frequently Asked Questions

How did St. Luke's Health System Basic Pension Plan assets move in 2024? ▼
St. Luke's Health System Basic Pension Plan pulled back noticeably - down 6.0% during 2024, from $154M to $144M. Reported net income was -$9M.
How have St. Luke's Health System, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Luke's Health System, Ltd.'s sponsor-wide assets grew 35.6%, from $1.5B to $2.1B.
Where does St. Luke's Health System Basic Pension Plan rank by assets among Form 5500 filers? ▼
St. Luke's Health System Basic Pension Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to St. Luke's Health System Basic Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Nations Federal Credit Union Cash Balance Retirement Pension Plan in NY ($144M, 626 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Luke's Health System Basic Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Schindler Elevator Corporation Retirement Plan in NJ (217 participants, $109M in assets).

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 562570681.

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.