401(k) · DOL Form 5500 · 2023

St. Luke Foundation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
148
Participants Small participant base
39th
Percentile by assets National rank
$24,849
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Luke Home Health Retirement Savings Plan · Sponsored by St. Luke Foundation · Mississippi · Healthcare & Social Assistance

$4M in assets, 148 participants

St. Luke Foundation's St. Luke Home Health Retirement Savings Plan reported $4M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,242 in Healthcare & Social Assistance (17,684 peers)

Coverage in Mississippi

St. Luke Home Health Retirement Savings Plan covers 148 participants in Mississippi, about 40% of the average Mississippi filer (state average ~366 per filing). Assets: $4M.

#7,242
in Healthcare & Social Assistance (17,684 peers)
+12.6%
assets growth YoY

St. Luke Home Health Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Luke Home Health Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,677,605 39th percentile higher than 39% of 127,068 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 2023

St. Luke Home Health Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Luke Home Health Retirement Savings Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Luke Home Health Retirement Savings Plan reported net income fell from $767K in the plan year 2022 filing to $413K in the plan year 2023 filing.
  • St. Luke Home Health Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • St. Luke Home Health Retirement Savings Plan reported participants rose from 142 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640902808 · St. Luke Foundation PY 2023 · 401(k)

St. Luke Home Health Retirement Savings Plan · $4M · 148 · 39th

  • EIN $4M
  • EIN 148
  • EIN 39th
  • EIN 401(k)
  • EIN near Grand Dental Studios, PLLC 401(k)
  • EIN ind #7242

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 Mississippi →

St. Luke Home Health Retirement Savings Plan in the asset neighbourhood

St. Luke Home Health Retirement Savings PlanSt. Luke Home Health Retirem…$4MGrand Dental Studios, PLLC 401(k)Grand Dental Studios, PLLC 4…$4MThe Sunshine House 401(k) Profit Sharing PlanThe Sunshine House 401(k) Pr…$4MDti Investments Inc 401(k) Profit Sharing Plan & TrustDti Investments Inc 401(k) P…$4MFlagler Dental Associates 401(k) PlanFlagler Dental Associates 40…$4M
End-of-year total assets ($M) among St. Luke Home Health Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$413K
Employer EIN640902808
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Luke Foundation)

Sponsor-wide plan assets over time

All St. Luke Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 31.056394328404842% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.26M $4.28M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 142 $3M
2023 1 148 $4M
2024 1 148 $4M

Nearby 401(k) Plans in Mississippi

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Luke Home Health Retirement Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants St. Luke Home Health Retirement Savings Plan, Total assets ($M): 3.677605 · Participants: 148St. Luke Home Health Retirement Savings PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
St. Luke Home Health Retirement Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare St. Luke Home Health Retirement Savings Plan side-by-side with 3 peers →

St. Luke Home Health Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Grand Dental Studios, PLLC 401(k) in OK ($4M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St. Luke Home Health Retirement Savings Plan assets move in 2023? ▼
St. Luke Home Health Retirement Savings Plan grew at a solid clip - up 12.6% during 2023, from $3M to $4M. Reported net income was $413K.
How have St. Luke Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Luke Foundation's sponsor-wide assets grew 31.1%, from $3M to $4M.
Which 401(k) plans are similar in size to St. Luke Home Health Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Dental Studios, PLLC 401(k) in OK ($4M, 9 participants).
Which 401(k) plans cover a similar participant headcount to St. Luke Home Health Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640902808.

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.