Other · DOL Form 5500 · 2024

St. Luke Community Hospital and Nursing Home Retirement Plan

Data updated 2026-08-11

$24M
Total assets
414
Participants
74th
Percentile by assets
$57,789
Avg per participant
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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.

  • 74th percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
414
covered participants
74th
percentile by assets (of 123,622 plans)
$57,789
avg assets per participant

Where St. Luke Community Hospital and Nursing Home 403(b) Plan sits 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 $2,010,000,000 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

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 →

St. Luke Community Hospital and Nursing Home across 3 plan years on file

Across the 3 plan years St. Luke Community Hospital and Nursing Home has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $24M, a gain of 16.6%, while reported participants moved from 354 to 414 (+16.9%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($21M).

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

$20M$22M$24M$26M 202220232024 $20.5M $23.9M ▲ +16.6%
Total plan assets by year, all St. Luke Community Hospital and Nursing Home plans on file
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 ($M) Participants St. Luke Community H…, Total assets ($M): 23.924685 · Participants: 414St. Luke Community H…Billings Clinic 403b…, Total assets ($M): 594.804761 · Participants: 4184Billings Clinic 403b…St. Peter's Hospital…, Total assets ($M): 130.115869 · Participants: 1777St. Peter's Hospital…Bozeman Health 403(b…, Total assets ($M): 75.788206 · Participants: 2593Bozeman Health 403(b…Bozeman Health 403(b…, Total assets ($M): 58.186052 · Participants: 2373Bozeman Health 403(b…Carroll College 403(…, Total assets ($M): 55.338547 · Participants: 280Carroll College 403(…
St. Luke Community Hospital and Nursing Home 403(b) Plan vs. nearby Other plans in Montana, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to St. Luke Community Hospital and Nursing Home 403(b) Plan by total assets, not by location.

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).

Next read for St. Luke Community Hospital and Nursing …

Multi-year trail

Ways to act on St. Luke Community Hospital and Nursing Home 403(b) Plan's numbers.