Other · DOL Form 5500 · 2024

St. Luke's Health System, Ltd. Retirement Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
17,370
Participants Very large workforce
99th
Percentile by assets National rank
$65,881
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #16,709 in Healthcare & Social Assistance (16,916 peers)

Coverage in Idaho

St. Lukes Health System Matched 403b Plan covers 17,370 participants in Idaho, 50x the typical Idaho plan (state average ~347 per filing). Assets: $1.1B.

#16,709
in Healthcare & Social Assistance (16,916 peers)
+18.6%
assets growth YoY
11×
vs typical plan assets (national mean)

St. Lukes Health System Matched 403b Plan's outsized position by total assets

St. Lukes Health System Matched 403b Plan vs every filed plan by assets

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

$1,144,353,306 Top 1% higher than 99% 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. Lukes Health System Matched 403b 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. Lukes Health System Matched 403b 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. 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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

St. Lukes Health System Matched 403b Plan · $1.1B · 17,370 · 99th

  • IND $1.1B
  • IND 17,370
  • IND 99th
  • IND Other
  • IND near Southern Methodist University Retirement Plan
  • IND ind #16709

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. Lukes Health System Matched 403b Plan in the asset neighbourhood

Baptist Health Thrift Plan$1.2BSouthern Methodist University Retirement PlanSouthern Methodist Universit…$1.1BSt. Lukes Health System Matched 403b PlanSt. Lukes Health System Matc…$1.1BSouthcoast Health System Partnership PlanSouthcoast Health System Par…$1.1BTower Health 403(b) Plan$1.1B
End-of-year total assets ($B) among St. Lukes Health System Matched 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$965M
Net Assets (End of Year)$1.1B
Net Income$179M
Employer EIN562570681
Plan Effective Date1988-06-06
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 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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants St. Lukes Health System Matched 403b Plan, Total assets ($B): 1.144353306 · Participants: 17370St. Lukes Health System Matched 403b PlanKootenai Health 403(b) Plan, Total assets ($B): 0.079903725 · Participants: 260Kootenai Health 403(b) PlanThe College of Idaho 403(b) Retirement Plan, Total assets ($B): 0.04960945 · Participants: 458The College of Idaho 403(b) Retirement PlanFull Circle Health, Inc. 403(b), Total assets ($B): 0.032912408 · Participants: 493Full Circle Health, Inc. 403(b)Kootenai Clinic 403(b) Plan, Total assets ($B): 0.02884861 · Participants: 170Kootenai Clinic 403(b) PlanSun Valley Community School, Inc. 403(b) Plan, Total assets ($B): 0.028215375 · Participants: 143Sun Valley Community School, Inc. 403(b) Plan
St. Lukes Health System Matched 403b Plan vs. nearby Other plans in Idaho, assets vs. participants
Compare St. Lukes Health System Matched 403b Plan side-by-side with 3 peers →

Scale composition for St. Lukes Health System Matched 403b Plan

St. Lukes Health System Matched 403b Plan reports $1.1B in end-of-year assets across 17,370 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $65,881 per participant (48% of the national average assets-per-participant) . Net income for plan year 2024 was $179M.

This plan identity (EIN 562570681, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $772M to $1.1B (+48.3%) while covered participants moved from 15,284 to 17,370 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,284 $772M Open filing
2023 16,715 $965M Open filing
2024 · index core 17,370 $1.1B This page

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

St. Lukes Health System Matched 403b Plan's out-of-state Other peers by assets and headcount

Outside Idaho, the nearest Other by assets is Southern Methodist University Retirement Plan in TX ($1.1B); by covered participants it is Jefferson Defined Contribution Retirement Plan in PA (17,497 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

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. Lukes Health System Matched 403b Plan assets move in 2024? ▼
St. Lukes Health System Matched 403b Plan grew sharply - up 18.6% during 2024, from $965M to $1.1B. Reported net income was $179M.
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. Lukes Health System Matched 403b Plan rank by assets among Form 5500 filers? ▼
St. Lukes Health System Matched 403b Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Other plans are similar in size to St. Lukes Health System Matched 403b Plan? ▼
Among Other plans in other states, the closest by assets is Southern Methodist University Retirement Plan in TX ($1.1B, 2,323 participants).
Which Other plans cover a similar participant headcount to St. Lukes Health System Matched 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Jefferson Defined Contribution Retirement Plan in PA (17,497 participants, $2.8B 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.