Profit Sharing · DOL Form 5500 · 2024

St. Luke's Health System, Ltd. Profit Sharing Plan

Data updated 2026-07-24

$770M
Total assets
17,370
Participants
98th
Percentile by assets
$44,323
Avg per participant
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Official DOL plan name: St. Luke's Health System Performance Incentive and 401(a) Matching Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance

$770M in assets, 17,370 participants

St. Luke's Health System, Ltd.'s St. Luke's Health System Performance Incentive and 401(a) Matching Plan reported $770M in total assets and 17,370 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.

  • 98th percentile by assets (of 116,472 plans)

Coverage in Idaho

St. Luke's Health System Performance Incentive and 401(a) Matching Plan covers 17,370 participants in Idaho, 50x the typical Idaho plan (state average ~346 per filing). Assets: $770M.

$770M
total plan assets (2024 EOY)
17,370
covered participants
98th
percentile by assets (of 116,472 plans)
$44,323
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Luke's Health System Performance Incentive and 401(a) Matching Plan end-of-year assets rose from $672M in the plan year 2023 filing to $770M in the plan year 2024 filing.
  • St. Luke's Health System Performance Incentive and 401(a) Matching Plan reported net income fell from $110M in the plan year 2023 filing to $98M in the plan year 2024 filing.
  • St. Luke's Health System Performance Incentive and 401(a) Matching Plan reported participants rose from 16,714 in the plan year 2023 filing to 17,370 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Idaho filers

In Idaho, the average filing covers about 346 participants across 720 plans. St. Luke's Health System Performance Incentive and 401(a) Matching Plan reports 17,370 participants - 50x that state average ($770M EOY assets).

Idaho filing particulars

Total Assets (Beginning of Year)$672M
Net Assets (End of Year)$770M
Net Income$98M
Employer EIN562570681
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

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

$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.52B $2.06B ▲ +35.5%
Total plan assets by year, all St. Luke's Health System, Ltd. plans on file
Year Plans Participants Total Assets
2022 4 31,444 $1.5B
2023 4 33,790 $1.8B
2024 4 34,970 $2.1B

Nearby Profit Sharing Plans in Idaho

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants

St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants St. Luke's Health Sy…P1fcu 401(k) Plan an…Dykman Electrical, I…The Bank of Commerce…St. Mary's & Clearwa…Omnipure Filter Co. …
St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to St. Luke's Health System Performance Incentive and 401(a) Matching Plan by total assets, not by location.

Frequently Asked Questions

How did St. Luke's Health System Performance Incentive and 401(a) Matching Plan assets move in 2024?
St. Luke's Health System Performance Incentive and 401(a) Matching Plan grew at a solid clip - up 14.6% during 2024, from $672M to $770M. Reported net income was $98M.
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 Performance Incentive and 401(a) Matching Plan rank by assets among Form 5500 filers?
St. Luke's Health System Performance Incentive and 401(a) Matching Plan ranks in the 98th 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 Profit Sharing plans are similar in size to St. Luke's Health System Performance Incentive and 401(a) Matching Plan?
Among Profit Sharing plans in other states, the closest by assets is The Retirement and Savings Plan for Amgen Manufacturing Limited LLC in PR ($780M, 2,608 participants).

Next read for St. Luke's Health System Performance Inc…

Filing takeaways

Ways to act on St. Luke's Health System Performance Incentive and 401(a) Matching Plan's numbers.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.