How big is St. Luke's School's plan?

St. Luke's School's plan reported $18.6M in assets and 122 participants for 2023.

Original filing (PDF)20250124162612NAL0013680656001

St. Luke's School

Name: St. Luke's School — St. Luke's School 403(b) Plan, Form 5500 (2023)
Creator: St. Luke's School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

St. Luke's School 403(b) Plan

403(b) retirement plan · St. Luke's School's St. Luke's School 403(b) Plan held $18.6M in plan assets for 122 participants in 2023.

Signals · 1

No auditor on file

Active participants

122

Accounts w/ balance

129

Plan assets (EOY)

$18.6M

Net assets (EOY)

$18.6M

People on this filing

Sheila Sheldon signed St. Luke's School's 2023 Form 5500 as plan administrator.

Sheila Sheldon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

St. Luke's School's EIN is 45-5288724.

EIN 45-5288724

Plan number 001

Plan year 2023

ACK ID 20250124162612NAL0013680656001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for St. Luke's School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

St. Luke's School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. LUKE'S SCHOOL.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score