Profit Sharing · DOL Form 5500 · 2022
Allina Health System Profit Sharing Plan
Data updated 2026-08-25
- $847M
- Total assets Above avg plan size
- 10,170
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $83,246
- Avg per participant Below avg balance/head
Official DOL plan name: Allina 403(b) Retirement Savings Plan · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance
$847M in assets, 10,170 participants
Allina Health System's Allina 403(b) Retirement Savings Plan reported $847M in total assets and 10,170 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,850 in Healthcare & Social Assistance (20,060 peers)
Coverage in Minnesota
Allina 403(b) Retirement Savings Plan covers 10,170 participants in Minnesota, 9.0x the typical Minnesota plan (state average ~1,126 per filing). Assets: $847M.
- #19,850
- in Healthcare & Social Assistance (20,060 peers)
- -24.3%
- assets change YoY
- 8.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $271M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allina 403(b) Retirement Savings Plan's outsized position by total assets
Allina 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$846,612,268 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Allina 403(b) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allina 403(b) Retirement Savings Plan is a mega filing (10,170 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 363261413 · Allina Health System PY 2022 · Profit Sharing
Allina 403(b) Retirement Savings Plan · $847M · 10,170 · 99th
- SCH $847M
- SCH 10,170
- SCH 99th
- SCH Profit Sharing
- SCH near Mason Tenders District Council Annuity Fund
- SCH ind #19850
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 Minnesota →
Allina 403(b) Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $847M |
| Net Income | -$271M |
| Employer EIN | 363261413 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allina Health System)
Sponsor-wide plan assets over time
All Allina Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.5B 25.631643154254053% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 38,853 | $3.6B |
| 2023 | 4 | 39,000 | $4.1B |
| 2024 | 4 | 38,783 | $4.5B |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.6B · 14,444
- Pipe Trades Services Mn Pension Supplement Fund $1.4B · 6,268
- Fairview Health Services Pension Plan $542M · 5,177
- Cargill Employee Retirement Account Plan $397M · 18,794
- Regions Hospital Retirement Savings 401(k) Plan $390M · 5,861
Scale composition for Allina 403(b) Retirement Savings Plan
Allina 403(b) Retirement Savings Plan reports $847M in end-of-year assets across 10,170 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $83,246 per participant (60% of the national average assets-per-participant) . Net income for plan year 2022 was -$271M.
This plan identity (EIN 363261413, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $847M to $902M (+6.6%) while covered participants moved from 10,170 to 8,757 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,170 | $847M | This page |
| 2023 | 9,417 | $906M | Open filing |
| 2024 · index core | 8,757 | $902M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Allina 401(k) Retirement Savings Plan (401(k), $3.5B, 29,592 participants)
- Allina 403(b) Retirement Savings Plan (Profit Sharing, $902M, 8,757 participants)
Allina 403(b) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Mason Tenders District Council Annuity Fund in NY ($837M); by covered participants it is International Painters and Allied Trades Industry Annuity Plan in MD (10,013 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($847M here).
- Mason Tenders District Council Annuity Fund (NY) $837M · 11,072
- Carle Foundation Hospital and Affiliates Matching Tsa Plan (IL) $861M · 10,930
- Demoulas (Restated) Profit Sharing Plan & Trust (MA) $873M · 12,106
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia (VA) $889M · 4,858
Similar participant headcount
Nearest other-state filings by covered participants (10,170 participants); asset peers above are excluded.
- International Painters and Allied Trades Industry Annuity Plan (MD) 10,013 · 157 off
- Operating Engineers Local 825 Profit Sharing Fund (NJ) 10,006 · 164 off
- Construction Industry Retirement Fund of Rockford (MI) 10,395 · 225 off
- Operating Engineers Local 66 Annuity and Savings Fund (PA) 9,879 · 291 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.