401(k)
2022 plan-year 401(k) DOL Form 5500

Allegiance Health Management Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Allegiance Health Management, Inc. · Louisiana · Healthcare & Social Assistance

What the 2023 filing shows

Allegiance Health Management Retirement Savings Plan holds $33M for 3,401 participants — about $9,569 per participant, down 10.6% over the 2022 plan year.

$33M
total plan assets (2022 EOY)
3,401
covered participants
$9,569
avg assets per participant
-10.6%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$33M
Participants
3,401
State
Industry
Healthcare & Social Assistance

What the Filing Says About Allegiance Health Management Retirement Savings Plan

Allegiance Health Management Retirement Savings Plan is a 401(k) retirement plan sponsored by Allegiance Health Management, Inc., headquartered in Louisiana. As of the 2022 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 3,401 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 470899588, and the plan has been effective since 2006-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2022 to $33M at year-end — a decline of 10.6%. Net assets (after liabilities) closed the year at $33M, with reported net income of $-3,858,854 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$36M
Total Assets (End of Year)$33M
Net Assets (End of Year)$33M
Net Income$-3,858,854
Plan Type401(k)
Employer EIN470899588
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegiance Health Management, Inc.)

Year Plans Participants Total Assets
2022 2 6,533 $55M
2023 1 N/A $42M
2024 1 2,972 $17M

Nearby 401(k) Plans in Louisiana

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Frequently Asked Questions

How much money is in the Allegiance Health Management Retirement Savings Plan?
As of the 2022 Form 5500 filing, Allegiance Health Management Retirement Savings Plan holds $33M in total assets with 3,401 participants. It is sponsored by Allegiance Health Management, Inc..
What type of plan is Allegiance Health Management Retirement Savings Plan?
Allegiance Health Management Retirement Savings Plan is a 401(k) plan. It has been effective since 2006-09-01. The plan is filed with the U.S. Department of Labor under EIN 470899588.
Who sponsors the Allegiance Health Management Retirement Savings Plan?
Allegiance Health Management Retirement Savings Plan is sponsored by Allegiance Health Management, Inc., located in Louisiana. The sponsor's EIN is 470899588 and the plan operates in the Healthcare & Social Assistance industry.
How did Allegiance Health Management Retirement Savings Plan perform in 2022?
Allegiance Health Management Retirement Savings Plan declined by 10.6% during 2022, moving from $36M to $33M in total assets. Net income was $-3,858,854.
Where can I find official filings for Allegiance Health Management Retirement Savings Plan?
Official Form 5500 filings for Allegiance Health Management Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470899588 or plan name at efast.dol.gov.
How does Allegiance Health Management Retirement Savings Plan compare to other plans?
You can compare Allegiance Health Management Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 470899588.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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