401(k) · DOL Form 5500 · 2022
Allina Health System 401(k) Plan
Data updated 2026-08-25
- $2.7B
- Total assets Very large vs avg
- 28,249
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $94,810
- Avg per participant Below avg balance/head
Official DOL plan name: Allina 401(k) Retirement Savings Plan · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance
$2.7B in assets, 28,249 participants
Allina Health System's Allina 401(k) Retirement Savings Plan reported $2.7B in total assets and 28,249 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,009 in Healthcare & Social Assistance (20,060 peers)
Coverage in Minnesota
Allina 401(k) Retirement Savings Plan covers 28,249 participants in Minnesota, 25x the typical Minnesota plan (state average ~1,126 per filing). Assets: $2.7B.
- #20,009
- in Healthcare & Social Assistance (20,060 peers)
- -13.7%
- assets change YoY
- 27×
- vs typical plan assets (national mean)
The plan reported a net loss of $423M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allina 401(k) Retirement Savings Plan's outsized position by total assets
Allina 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,678,277,538 Highest reported value at or above every one 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 401(k) 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 401(k) Retirement Savings Plan is a mega filing (28,249 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 363261413 · Allina Health System PY 2022 · 401(k)
Allina 401(k) Retirement Savings Plan · $2.7B · 28,249 · 100th
- SCH $2.7B
- SCH 28,249
- SCH 100th
- SCH 401(k)
- SCH near Iowa Health System Section 401(k) Retirement Savings Plan
- SCH ind #20009
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 401(k) Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $3.1B |
|---|---|
| Net Assets (End of Year) | $2.7B |
| Net Income | -$423M |
| 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 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Scale composition for Allina 401(k) Retirement Savings Plan
Allina 401(k) Retirement Savings Plan reports $2.7B in end-of-year assets across 28,249 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.030% of 93,925,755 covered participants) - about $94,810 per participant (69% of the national average assets-per-participant) . Net income for plan year 2022 was -$423M.
This plan identity (EIN 363261413, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.5B (+31.9%) while covered participants moved from 28,249 to 29,592 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,249 | $2.7B | This page |
| 2023 | 29,148 | $3.2B | Open filing |
| 2024 · index core | 29,592 | $3.5B | 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 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Iowa Health System Section 401(k) Retirement Savings Plan in IA ($2.7B); by covered participants it is Hyatt Corporation Retirement Savings Plan in IL (28,199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.7B here).
- Iowa Health System Section 401(k) Retirement Savings Plan (IA) $2.7B · 28,603
- The Tjx Companies, Inc. General Savings/Profit Sharing Plan (MA) $2.7B · 106,227
- Valero Energy Corporation Thrift Plan (TX) $2.7B · 7,979
- Jones Lang Lasalle Savings and Retirement Plan (IL) $2.7B · 28,692
Similar participant headcount
Nearest other-state filings by covered participants (28,249 participants); asset peers above are excluded.
- Hyatt Corporation Retirement Savings Plan (IL) 28,199 · 50 off
- Republic Services, Inc. 401(k) Plan (AZ) 28,320 · 71 off
- The Procter & Gamble Savings Plan (OH) 28,173 · 76 off
- Pilgrim's Pride Retirement Savings Plan (CO) 28,144 · 105 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.