Other · DOL Form 5500 · 2024

St. Luke Community Hospital and Nursing Home Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
414
Participants Below avg headcount
74th
Percentile by assets National rank
$57,789
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. Luke Community Hospital and Nursing Home 403(b) Plan · Sponsored by St. Luke Community Hospital and Nursing Home · Montana · Healthcare & Social Assistance

$24M in assets, 414 participants

St. Luke Community Hospital and Nursing Home's St. Luke Community Hospital and Nursing Home 403(b) Plan reported $24M in total assets and 414 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,120 in Healthcare & Social Assistance (16,916 peers)

St. Luke Community Hospital and Nursing Home multi-year trail

St. Luke Community Hospital and Nursing Home's plans moved +16.6% in assets from 2022 to 2024; this filing shows St. Luke Community Hospital and Nursing Home 403(b) Plan at $24M / 414 participants.

#13,120
in Healthcare & Social Assistance (16,916 peers)
+7.4%
assets growth YoY

St. Luke Community Hospital and Nursing Home 403(b) Plan's outsized position by total assets

St. Luke Community Hospital and Nursing Home 403(b) Plan vs every filed plan by assets

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

$23,924,685 Top 26% higher than 74% 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 Community Hospital and Nursing Home 403(b) 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 Community Hospital and Nursing Home 403(b) Plan sits mid-pack in the medium band (414 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Luke Community Hospital and Nursing Home 403(b) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • St. Luke Community Hospital and Nursing Home 403(b) Plan reported participants rose from 389 in the plan year 2023 filing to 414 in the plan year 2024 filing.
  • St. Luke Community Hospital and Nursing Home 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810221486 · St. Luke Community Hospital and Nursing Home PY 2024 · Other

St. Luke Community Hospital and Nursing Home 403(b) Plan · $24M · 414 · 74th

  • RANK $24M
  • RANK 414
  • RANK 74th
  • RANK Other
  • RANK near International Society of Automation Section 403(b)(7) Retirement Plan
  • RANK ind #13120

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 Montana →

St. Luke Community Hospital and Nursing Home 403(b) Plan in the asset neighbourhood

Council for Advancement and Support of Education Tax Deferred Annuity PlanCouncil for Advancement and …$24MAcademyhealth Retirement Plan$24MSt. Luke Community Hospital and Nursing Home 403(b) PlanSt. Luke Community Hospital …$24MInternational Society of Automation Section 403(b)(7) Retirement PlanInternational Society of Aut…$24MCare Dimensions, Inc. 403(b) PlanCare Dimensions, Inc. 403(b)…$24M
End-of-year total assets ($M) among St. Luke Community Hospital and Nursing Home 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

St. Luke Community Hospital and Nursing Home multi-year asset trail

Sponsor-wide plan assets over time

All St. Luke Community Hospital and Nursing Home plans reported in each filing year

Latest sponsor-wide plan assets
$24M 16.640183186733665% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.5M $23.9M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 354 $21M
2023 1 389 $22M
2024 1 414 $24M

St. Luke Community Hospital and Nursing Home filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN810221486
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

Peer Other plans, same state, same plan type, ranked by total assets.

St. Luke Community Hospital and Nursing Home 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants St. Luke Community Hospital and Nursing Home 403(b) Plan, Total assets ($M): 23.924685 · Participants: 414St. Luke Community Hospital and Nursing Home 403(b) PlanBillings Clinic 403b Plan, Total assets ($M): 594.804761 · Participants: 4184Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 130.115869 · Participants: 1777St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 75.788206 · Participants: 2593Bozeman Health 403(b) PlanBozeman Health 403(b) Plan, Total assets ($M): 58.186052 · Participants: 2373Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 55.338547 · Participants: 280Carroll College 403(b) Plan
St. Luke Community Hospital and Nursing Home 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants

St. Luke Community Hospital and Nursing Home 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is International Society of Automation Section 403(b)(7) Retirement Plan in NC ($24M); by covered participants it is Conservation International 403(b) Savings Plan in VA (414 participants). Same-state nearby plans are listed separately above.

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 Community Hospital and Nursing Home 403(b) Plan assets move in 2024? ▼
St. Luke Community Hospital and Nursing Home 403(b) Plan grew at a solid clip - up 7.4% during 2024, from $22M to $24M. Reported net income was $2M.
How have St. Luke Community Hospital and Nursing Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Luke Community Hospital and Nursing Home's sponsor-wide assets grew 16.6%, from $21M to $24M.
Which Other plans are similar in size to St. Luke Community Hospital and Nursing Home 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is International Society of Automation Section 403(b)(7) Retirement Plan in NC ($24M, 68 participants).
Which Other plans cover a similar participant headcount to St. Luke Community Hospital and Nursing Home 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Conservation International 403(b) Savings Plan in VA (414 participants, $133M in assets).