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
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.
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 EIN | 562570681 |
| Plan Effective Date | 1995-01-01 |
| 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 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
- P1fcu 401(k) Plan and Trust $30M · 459
- Dykman Electrical, Inc. Profit Sharing Plan $29M · 99
- The Bank of Commerce Profit Sharing Plan $25M · 142
- St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan $24M · 420
- Omnipure Filter Co. Inc. Profit Sharing Plan $11M · 164
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.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC (PR) $780M · 2,608
- Midwest Operating Engineers Retirement Enhancement (IL) $758M · 16,506
- University of Maryland Medical System 403(b) Retirement Savings Plan (MD) $730M · 19,560
- Steamfitters Local Union No. 420 Srp (PA) $728M · 6,716
Frequently Asked Questions
How did St. Luke's Health System Performance Incentive and 401(a) Matching 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 Performance Incentive and 401(a) Matching Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to St. Luke's Health System Performance Incentive and 401(a) Matching Plan? ▼
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.
- By total assets, St. Luke's Health System Performance Incentive and 401(a) 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 Profit Sharing 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.