401(k) · DOL Form 5500 · 2024

St. Luke's Hospital, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
259
Participants Below avg headcount
47th
Percentile by assets National rank
$25,739
Avg per participant Low balance/head
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Official DOL plan name: St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan · Sponsored by St. Luke's Hospital, Inc. · North Carolina · Healthcare & Social Assistance

$7M in assets, 259 participants

St. Luke's Hospital, Inc.'s St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan reported $7M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,756 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan covers 259 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#8,756
in Healthcare & Social Assistance (16,916 peers)
-8.8%
assets change YoY

The plan reported a net loss of $640K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$6,666,428 47th percentile higher than 47% 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. Luke's Hospital, Inc. Profit Sharing/401(k) 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 Hospital, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$640K in the plan year 2024 filing.
  • St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan reported participants fell from 265 in the plan year 2023 filing to 259 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 560554222 · St. Luke's Hospital, Inc. PY 2024 · 401(k)

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan · $7M · 259 · 47th

  • NET $7M
  • NET 259
  • NET 47th
  • NET 401(k)
  • NET near Tattnall Square Academy Retirement Plan
  • NET ind #8756

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 North Carolina →

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

St. Luke's Hospital, Inc. Profit Sharing/401(k) PlanSt. Luke's Hospital, Inc. Pr…$7MTattnall Square Academy Retirement PlanTattnall Square Academy Reti…$7MBeacon Therapeutics (USA), Inc. 401(k) PlanBeacon Therapeutics (USA), I…$7MInternational News, Inc. 401(k) PlanInternational News, Inc. 401…$7MAkris Inc. 401(k) Plan$7M
End-of-year total assets ($M) among St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$640K
Employer EIN560554222
Plan Effective Date1998-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Luke's Hospital, Inc.)

Sponsor-wide plan assets over time

All St. Luke's Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 7.783172159385976% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.19M $6.67M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 254 $6M
2023 1 265 $7M
2024 1 259 $7M

Nearby 401(k) Plans in North Carolina

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

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan, Total assets ($B): 0.006666428 · Participants: 259St. Luke's Hospital, Inc. Profit Sharing/401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Tattnall Square Academy Retirement Plan in GA ($7M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 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. Luke's Hospital, Inc. Profit Sharing/401(k) Plan assets move in 2024? ▼
St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan pulled back noticeably - down 8.8% during 2024, from $7M to $7M. Reported net income was -$640K.
How have St. Luke's Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Luke's Hospital, Inc.'s sponsor-wide assets grew 7.8%, from $6M to $7M.
Which 401(k) plans are similar in size to St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tattnall Square Academy Retirement Plan in GA ($7M, 123 participants).
Which 401(k) plans cover a similar participant headcount to St. Luke's Hospital, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Tustin Group 401(k) Retirement in PA (259 participants, N/A 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 560554222.

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.