Other · DOL Form 5500 · 2024
St. Luke's Health System, Ltd. Retirement Plan
Data updated 2026-07-24
- $1.1B
- Total assets
- 17,370
- Participants
- 99th
- Percentile by assets
- $65,881
- Avg per participant
Official DOL plan name: St. Lukes Health System Matched 403b Plan · Sponsored by St. Luke's Health System, Ltd. · Idaho · Healthcare & Social Assistance
$1.1B in assets, 17,370 participants
St. Luke's Health System, Ltd.'s St. Lukes Health System Matched 403b Plan reported $1.1B in total assets and 17,370 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in Idaho
St. Lukes Health System Matched 403b Plan covers 17,370 participants in Idaho, 50x the typical Idaho plan (state average ~346 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2024 EOY)
- 17,370
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $65,881
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Lukes Health System Matched 403b Plan end-of-year assets rose from $965M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- St. Lukes Health System Matched 403b Plan reported net income fell from $193M in the plan year 2023 filing to $179M in the plan year 2024 filing.
- St. Lukes Health System Matched 403b Plan reported participants rose from 16,715 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. Lukes Health System Matched 403b Plan reports 17,370 participants - 50x that state average ($1.1B EOY assets).
Idaho filing particulars
| Total Assets (Beginning of Year) | $965M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $179M |
| Employer EIN | 562570681 |
| Plan Effective Date | 1988-06-06 |
| 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 Other Plans in Idaho
Peer Other plans, same state, same plan type, ranked by total assets.
St. Lukes Health System Matched 403b Plan vs. nearby Other plans in Idaho, assets vs. participants
- Kootenai Health 403(b) Plan $80M · 260
- The College of Idaho 403(b) Retirement Plan $50M · 458
- Full Circle Health, Inc. 403(b) $33M · 493
- Kootenai Clinic 403(b) Plan $29M · 170
- Sun Valley Community School, Inc. 403(b) Plan $28M · 143
Similar-Sized Other Plans Nationally
Other plans in other states closest to St. Lukes Health System Matched 403b Plan by total assets, not by location.
- Southern Methodist University Retirement Plan (TX) $1.1B · 2,323
- Southcoast Health System Partnership Plan (MA) $1.1B · 7,579
- Baptist Health Thrift Plan (KY) $1.2B · N/A
- Tower Health 403(b) Plan (PA) $1.1B · 11,699
Frequently Asked Questions
How did St. Lukes Health System Matched 403b Plan assets move in 2024? ▼
How have St. Luke's Health System, Ltd. plan assets changed over time? ▼
Where does St. Lukes Health System Matched 403b Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to St. Lukes Health System Matched 403b Plan? ▼
Next read for St. Lukes Health System Matched 403b Pla…
Filing takeaways
Ways to act on St. Lukes Health System Matched 403b Plan's numbers.
- By total assets, St. Lukes Health System Matched 403b Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other 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.