Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$770M
Total assets Above avg plan size
17,370
Participants Very large workforce
98th
Percentile by assets National rank
$44,323
Avg per participant Low balance/head
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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.

  • #16,597 in Healthcare & Social Assistance (16,916 peers)

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 ~347 per filing). Assets: $770M.

#16,597
in Healthcare & Social Assistance (16,916 peers)
+14.6%
assets growth YoY
7.7×
vs typical plan assets (national mean)

St. Luke's Health System Performance Incentive and 401(a) Matching Plan's outsized position by total assets

St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs every filed plan by assets

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

$769,886,564 Top 2% higher than 98% 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 Performance Incentive and 401(a) Matching Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Luke's Health System Performance Incentive and 401(a) Matching Plan is a mega filing (17,370 participants), the rightmost band on the breakdown.

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 →

Plan-year Form 5500 strip

Filing strip 562570681 · St. Luke's Health System, Ltd. PY 2024 · Profit Sharing

St. Luke's Health System Performance Incentive and 401(a) Matching Plan · $770M · 17,370 · 98th

  • PHOTO $770M
  • PHOTO 17,370
  • PHOTO 98th
  • PHOTO Profit Sharing
  • PHOTO near The Retirement and Savings Plan for Amgen Manufacturing Limited LLC
  • PHOTO ind #16597

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 Performance Incentive and 401(a) Matching Plan in the asset neighbourhood

Morgan, Lewis & Bockius LLP Defined Contribution PlanMorgan, Lewis & Bockius LLP …$781MThe Retirement and Savings Plan for Amgen Manufacturing Limited LLCThe Retirement and Savings P…$780MSt. Luke's Health System Performance Incentive and 401(a) Matching PlanSt. Luke's Health System Per…$770MMidwest Operating Engineers Retirement EnhancementMidwest Operating Engineers …$758MUniversity of Maryland Medical System 403(b) Retirement Savings PlanUniversity of Maryland Medic…$730M
End-of-year total assets ($M) among St. Luke's Health System Performance Incentive and 401(a) Matching Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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.)

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 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 Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants St. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 769.886564 · Participants: 17370St. Luke's Health System Performance Incentive and 401(a) Matching PlanP1fcu 401(k) Plan and Trust, Total assets ($M): 29.578607 · Participants: 459P1fcu 401(k) Plan and TrustDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 28.751994 · Participants: 99Dykman Electrical, Inc. Profit Sharing PlanThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 24.895004 · Participants: 142The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 23.963292 · Participants: 420St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) PlanOmnipure Filter Co. Inc. Profit Sharing Plan, Total assets ($M): 11.167598 · Participants: 164Omnipure Filter Co. Inc. Profit Sharing Plan
St. Luke's Health System Performance Incentive and 401(a) Matching Plan vs. nearby Profit Sharing plans in Idaho, assets vs. participants
Compare St. Luke's Health System Performance Incentive and 401(a) Matching Plan side-by-side with 3 peers →

Scale composition for St. Luke's Health System Performance Incentive and 401(a) Matching Plan

St. Luke's Health System Performance Incentive and 401(a) Matching Plan reports $770M in end-of-year assets across 17,370 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $44,323 per participant (32% of the national average assets-per-participant) . Net income for plan year 2024 was $98M.

This plan identity (EIN 562570681, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $562M to $770M (+37.0%) while covered participants moved from 15,768 to 17,370 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,768 $562M Open filing
2023 16,714 $672M Open filing
2024 · index core 17,370 $770M This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

St. Luke's Health System Performance Incentive and 401(a) Matching Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is The Retirement and Savings Plan for Amgen Manufacturing Limited LLC in PR ($780M); by covered participants it is Sentara 401(a) Retirement Plan in VA (17,694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17,370 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 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 123,622 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).
Which Profit Sharing plans cover a similar participant headcount to St. Luke's Health System Performance Incentive and 401(a) Matching Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sentara 401(a) Retirement Plan in VA (17,694 participants, $160M 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.