Defined Benefit (Pension) · DOL Form 5500 · 2024
St. Luke's Methodist Hospital Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 377
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $24,427
- Avg per participant Low balance/head
Official DOL plan name: St. Luke's Methodist Hospital Retirement Plan · Sponsored by St. Luke's Methodist Hospital · Iowa · Healthcare & Social Assistance
$9M in assets, 377 participants
St. Luke's Methodist Hospital's St. Luke's Methodist Hospital Retirement Plan reported $9M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,031 in Healthcare & Social Assistance (16,916 peers)
St. Luke's Methodist Hospital multi-year trail
St. Luke's Methodist Hospital's plans moved -92.6% in assets from 2022 to 2024; this filing shows St. Luke's Methodist Hospital Retirement Plan at $9M / 377 participants.
- #10,031
- in Healthcare & Social Assistance (16,916 peers)
- -92.5%
- assets change YoY
The plan reported a net loss of $114M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Luke's Methodist Hospital Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
St. Luke's Methodist Hospital Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,208,894 Top 46% higher than 54% of 123,620 filed plans
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 Methodist Hospital Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Luke's Methodist Hospital Retirement Plan sits mid-pack in the medium band (377 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Luke's Methodist Hospital Retirement Plan reported net income fell from -$1M in the plan year 2023 filing to -$114M in the plan year 2024 filing.
- St. Luke's Methodist Hospital Retirement Plan end-of-year assets fell from $123M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- St. Luke's Methodist Hospital Retirement Plan reported participants fell from 418 in the plan year 2023 filing to 377 in the plan year 2024 filing.
DOL schedule card
Filing strip 420504780 · St. Luke's Methodist Hospital PY 2024 · Defined Benefit (Pension)
St. Luke's Methodist Hospital Retirement Plan · $9M · 377 · 54th
- BOOK $9M
- BOOK 377
- BOOK 54th
- BOOK Defined Benefit (Pension)
- BOOK near Colt Retirement Defined Benefit Plan
- BOOK ind #10031
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 Iowa →
St. Luke's Methodist Hospital Retirement Plan in the asset neighbourhood
St. Luke's Methodist Hospital multi-year asset trail
Sponsor-wide plan assets over time
All St. Luke's Methodist Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 92.58965492170988% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 479 | $124M |
| 2023 | 1 | 418 | $123M |
| 2024 | 1 | 377 | $9M |
St. Luke's Methodist Hospital filing trail (2024)
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$114M |
| Employer EIN | 420504780 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 7,170
- Principal Cash Balance Plan $1.5B · 11,945
- Midamerican Energy Company Retirement Plan $521M · 2,805
- Employers Mutual Casualty Company Retirement Plan $362M · 1,908
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $331M · 1,233
St. Luke's Methodist Hospital Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Colt Retirement Defined Benefit Plan in CT ($9M); by covered participants it is Laborers Local 235 Pension Fund in NY (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Colt Retirement Defined Benefit Plan (CT) $9M · 105
- Texas Farm Products Holding Company Defined Benefit Retirement Plan (TX) $9M · 39
- GE Aviation Mechanical Systems-Los Angeles Pension Plan for UAW Local 509 Hourly Employees of the Duarte, Ca Division (OH) $9M · N/A
- Nachi Machining Technology Company Salaried Employees' Pension Plan (IN) $9M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.
- Laborers Local 235 Pension Fund (NY) 377 · 0 off
- Pjm Interconnection, LLC Pension Plan (PA) 377 · 0 off
- Local 1964 Ila Retirement Fund (NJ) 377 · 0 off
- Plumbers and Pipefitters Local Union No. 803 Pension Fund (FL) 376 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.