Plan Ledger DOL Form 5500 · updated monthly

St. Luke's Health Network, Inc.403(b)

ST. LUKE'S HEALTH NETWORK 403(B) PLAN · ALLENTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.12%

St. Luke's Health Network, Inc. reported $890,799 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.12%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 97th-largest of 3,651 plans among Pennsylvania employers on file, and the 228th of 11,911 in health care & social assistance. active participation has grown from 18,568 to 20,984 since 2022.

Plan summary
Net assets, end of year$810,236,457
Participants with balances21,673
Active participants20,984
Employer contributions—
Employee contributions$103,750,924
Employer contribution per active participant—
Average account balance$37,385
Benefits paid to participants$47,123,062
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$810.2M · 21,673 accts
2023$655.6M · 20,349 accts · $16K emplr
2022$503.4M · 17,935 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$890,799
Total administrative$890,799
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$890,799

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$890,799 · 0.12%
2023$886,935 · 0.15%
2022$652,486 · 0.13%
All plans at this employer3
ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLANProfit-sharing plan
ST. LUKE'S HEALTH NETWORK 403(B) PLAN403(b)
ST. LUKE'S HEALTH NETWORK 401(K) PLAN401(k)
Similar plansHealth Care & Social Assistance · Pennsylvania
Tower Health PA$1.1B · 0.11%
The Guthrie Clinic PA$629.8M · 0.07%
Devereux PA$595.4M · 0.11%
Upmc Pinnacle PA$521.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.