Defined Benefit (Pension) · DOL Form 5500 · 2022
Allen Health Systems, Inc. Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 348
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $39,759
- Avg per participant Low balance/head
Official DOL plan name: Allen Health Systems, Inc. Retirement Income Plan · Sponsored by Allen Health Systems, Inc. · Iowa · Healthcare & Social Assistance
$14M in assets, 348 participants
Allen Health Systems, Inc.'s Allen Health Systems, Inc. Retirement Income Plan reported $14M in total assets and 348 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,210 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Allen Health Systems, Inc. Retirement Income Plan declined sharply 19.2% in 2022 ($17M → $14M) for 348 participants.
- #15,210
- in Healthcare & Social Assistance (20,060 peers)
- -19.2%
- 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.
Allen Health Systems, Inc. Retirement Income Plan's outsized position by total assets
Allen Health Systems, Inc. Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,836,065 Top 29% higher than 71% 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
Allen Health Systems, Inc. Retirement Income Plan 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. Allen Health Systems, Inc. Retirement Income Plan sits mid-pack in the medium band (348 participants).
EBSA filing schedule strip
Filing strip 421201924 · Allen Health Systems, Inc. PY 2022 · Defined Benefit (Pension)
Allen Health Systems, Inc. Retirement Income Plan · $14M · 348 · 71st
- EIN $14M
- RANK 348
- PHOTO 71st
- IND Defined Benefit (Pension)
- EOY near Diamond Foods Inc, Bargaining Unit Pension Plan
- 5500 ind #15210
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 Iowa →
Allen Health Systems, Inc. Retirement Income Plan in the asset neighbourhood
Allen Health Systems, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Allen Health Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 4.40843549087114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 348 | $14M |
| 2023 | 1 | 362 | $14M |
| 2024 | 1 | 336 | $13M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 421201924 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 6,789
- Principal Cash Balance Plan $1.5B · 11,788
- Midamerican Energy Company Retirement Plan $490M · 3,321
- Employers Mutual Casualty Company Retirement Plan $321M · 2,037
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $287M · 1,641
Allen Health Systems, Inc. Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Diamond Foods Inc, Bargaining Unit Pension Plan in CA ($14M); by covered participants it is Beam Pension Plan in IL (348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Diamond Foods Inc, Bargaining Unit Pension Plan (CA) $14M · 289
- Los Angeles Philharmonic Assoc and Musician Union, Local 47, American Federation of Musicians Pension Trust (CA) $14M · 34
- Retirement Plan for Salaried Employees of Cotter Corporation (CO) $14M · N/A
- Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers (TN) $14M · 87
Similar participant headcount
Nearest other-state filings by covered participants (348 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.