401(k) · DOL Form 5500 · 2024
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
- $28,909
- Avg per participant Low balance/head
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 2024 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.
- #7,003 in Healthcare & Social Assistance (16,916 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.
- #7,003
- in Healthcare & Social Assistance (16,916 peers)
- +16.3%
- 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 2024 · DOL Form 5500
$4,278,585 39th percentile higher than 39% 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 Home Health Retirement Savings 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 Home Health Retirement Savings Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Luke Home Health Retirement Savings Plan reported net income rose from $413K in the plan year 2023 filing to $601K in the plan year 2024 filing.
- St. Luke Home Health Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 640902808 · St. Luke Foundation PY 2024 · 401(k)
St. Luke Home Health Retirement Savings Plan · $4M · 148 · 39th
- BOOK $4M
- BOOK 148
- BOOK 39th
- BOOK 401(k)
- BOOK near Austin Tri-Hawk Automotive, Inc. 401(k) Plan
- BOOK ind #7003
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
Mississippi filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $601K |
| Employer EIN | 640902808 |
| Plan Effective Date | 2002-05-01 |
| Filing Status | FILING 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
| 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.
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- Ergon 401(k) Plan $771M · 3,508
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689
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 Austin Tri-Hawk Automotive, Inc. 401(k) Plan in IN ($4M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Contentful 401(k) Plan (CO) 148 · 0 off
- 401(k) Savings Plan for Peter Marino Architects (NY) 148 · 0 off
- Woodpeckers LLC 401(k) Plan (OH) 148 · 0 off
- Dee King Trucking 401(k) Plan (TX) 148 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.