Defined Benefit (Pension) · DOL Form 5500 · 2024
St. Luke's Health System, Ltd. Pension Plan
Data updated 2026-08-06
- $144M
- Total assets
- 217
- Participants
- 93rd
- Percentile by assets
- $665,572
- Avg per participant
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.
- 93rd percentile by assets (of 116,472 plans)
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.
- $144M
- total plan assets (2024 EOY)
- 217
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $665,572
- avg assets per participant
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.
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.
St. Luke's Health System Basic Pension Plan vs the 2024 asset distribution
By assets, St. Luke's Health System Basic Pension Plan outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | -$9M |
| Employer EIN | 562570681 |
| Plan Effective Date | 1960-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (St. Luke's Health System, Ltd.)
| 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
- Retirement Plan of Idaho Power Company $971M · 2,113
- Shaws Supermarkets, Inc. Pension Plan for Union Employees $230M · 5,378
- Hecla Mining Company Restated Retirement Plan $117M · 536
- Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust $105M · 1,616
- Western Farm Bureau Pension Plan $87M · 126
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to St. Luke's Health System Basic Pension Plan by total assets, not by location.
Frequently Asked Questions
How did St. Luke's Health System Basic Pension Plan assets move in 2024? ▼
How have St. Luke's Health System, Ltd. plan assets changed over time? ▼
Where does St. Luke's Health System Basic Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to St. Luke's Health System Basic Pension Plan? ▼
Next read for St. Luke's Health System Basic Pension P…
Scale reading
Ways to act on St. Luke's Health System Basic Pension Plan's numbers.
- By total assets, St. Luke's Health System Basic Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Idaho. Compare plans
- St. Luke's Health System, Ltd.'s sponsor-wide assets have grown 35.6% 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 562570681.
Read our methodology - how this data is sourced, computed, and verified.