Defined Benefit (Pension) · DOL Form 5500 · 2022

Allina Health System Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
324
Participants Below avg headcount
70th
Percentile by assets National rank
$39,275
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allina Health Pension Plan for Collectively Bargained Employees · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance

$13M in assets, 324 participants

Allina Health System's Allina Health Pension Plan for Collectively Bargained Employees reported $13M in total assets and 324 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,941 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Allina Health Pension Plan for Collectively Bargained Employees covers 324 participants in Minnesota, about 29% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.

#14,941
in Healthcare & Social Assistance (20,060 peers)
-18.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allina Health Pension Plan for Collectively Bargained Employees's outsized position by total assets

Allina Health Pension Plan for Collectively Bargained Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,725,230 Top 30% higher than 70% of 139,123 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 2022

Allina Health Pension Plan for Collectively Bargained Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allina Health Pension Plan for Collectively Bargained Employees sits mid-pack in the medium band (324 participants).

Plan-year Form 5500 strip

Filing strip 363261413 · Allina Health System PY 2022 · Defined Benefit (Pension)

Allina Health Pension Plan for Collectively Bargained Employees · $13M · 324 · 70th

  • BOOK $13M
  • BOOK 324
  • BOOK 70th
  • BOOK Defined Benefit (Pension)
  • BOOK near The Restated Noncontributory Retirement Plan for Cooperatives
  • BOOK ind #14941

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 Health Pension Plan for Collectively Bargained Employees in the asset neighbourhood

Employees' Retirement Plan of Columbia Memorial HospitalEmployees' Retirement Plan o…$13MAllina Health Pension Plan for Collectively Bargained EmployeesAllina Health Pension Plan f…$13MKohler Credit Union Defined Benefit Plan and TrustKohler Credit Union Defined …$13MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$13MReser's Fine Foods, Inc. Restated Employees' Pension PlanReser's Fine Foods, Inc. Res…$13M
End-of-year total assets ($M) among Allina Health Pension Plan for Collectively Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN363261413
Plan Effective Date2013-01-01
Filing StatusFILING 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
$3B$3.5B$4B$4.5B$5B 202220232024 $3.56B $4.48B ▲ +25.8%
Year Plans Participants Total Assets
2022 4 38,853 $3.6B
2023 4 39,000 $4.1B
2024 4 38,783 $4.5B

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Allina Health Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Allina Health Pension Plan for Collectively Bargained Employees, Total assets ($B): 0.01272523 · Participants: 324Allina Health Pension Plan for Collectively Bargained Employees3M Employee Retirement Income Plan, Total assets ($B): 14.047885796 · Participants: 121603M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 10.299849315 · Participants: 66434Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 3.940696075 · Participants: 25144The Travelers Pension PlanU.S. Bank Pension Plan, Total assets ($B): 3.73901396 · Participants: 55836U.S. Bank Pension PlanTarget Corporation Pension Plan, Total assets ($B): 3.348662968 · Participants: 50515Target Corporation Pension Plan
Allina Health Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Allina Health Pension Plan for Collectively Bargained Employees side-by-side with 3 peers →

Allina Health Pension Plan for Collectively Bargained Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is The Restated Noncontributory Retirement Plan for Cooperatives in IA ($13M); by covered participants it is Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust in TX (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allina Health Pension Plan for Collectively Bargained Employees assets move in 2022? ▼
Allina Health Pension Plan for Collectively Bargained Employees declined sharply - down 18.3% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Allina Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allina Health System's sponsor-wide assets grew 25.6%, from $3.6B to $4.5B.
Which Defined Benefit (Pension) plans are similar in size to Allina Health Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Restated Noncontributory Retirement Plan for Cooperatives in IA ($13M, 91 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allina Health Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jefferson Bancshares, Inc. Seventh Amended and Restated Employees Retirement Plan & Trust in TX (324 participants, $38M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363261413.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.