Other · DOL Form 5500 · 2022
Henry Ford Health System Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 17,067
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $63,459
- Avg per participant Low balance/head
Official DOL plan name: Henry Ford Health System Heritage 403(b) Plan · Sponsored by Henry Ford Health System · Michigan · Healthcare & Social Assistance
$1.1B in assets, 17,067 participants
Henry Ford Health System's Henry Ford Health System Heritage 403(b) Plan reported $1.1B in total assets and 17,067 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.
- #19,900 in Healthcare & Social Assistance (20,060 peers)
Coverage in Michigan
Henry Ford Health System Heritage 403(b) Plan covers 17,067 participants in Michigan, 27x the typical Michigan plan (state average ~638 per filing). Assets: $1.1B.
- #19,900
- in Healthcare & Social Assistance (20,060 peers)
- -18.1%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $236M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Henry Ford Health System Heritage 403(b) Plan's outsized position by total assets
Henry Ford Health System Heritage 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,083,051,235 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
Henry Ford Health System Heritage 403(b) 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. Henry Ford Health System Heritage 403(b) Plan is a mega filing (17,067 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 381357020 · Henry Ford Health System PY 2022 · Other
Henry Ford Health System Heritage 403(b) Plan · $1.1B · 17,067 · 99th
- EBSA $1.1B
- EBSA 17,067
- EBSA 99th
- EBSA Other
- EBSA near University of Wisconsin Medical Foundation Physicians Retirement Plan
- EBSA ind #19900
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 Michigan →
Henry Ford Health System Heritage 403(b) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$236M |
| Employer EIN | 381357020 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry Ford Health System)
Sponsor-wide plan assets over time
All Henry Ford Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.2B 35.36363166520547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 47,583 | $3.1B |
| 2023 | 4 | 45,968 | $3.6B |
| 2024 | 4 | 46,359 | $4.2B |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
Scale composition for Henry Ford Health System Heritage 403(b) Plan
Henry Ford Health System Heritage 403(b) Plan reports $1.1B in end-of-year assets across 17,067 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $63,459 per participant (46% of the national average assets-per-participant) . Net income for plan year 2022 was -$236M.
This plan identity (EIN 381357020, plan #014) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+30.5%) while covered participants moved from 17,067 to 14,465 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,067 | $1.1B | This page |
| 2023 | 15,298 | $1.3B | Open filing |
| 2024 · index core | 14,465 | $1.4B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Henry Ford Health System Retirement Savings Plan (Profit Sharing, $1.8B, 13,461 participants)
- Henry Ford Health System Heritage 403(b) Plan (Other, $1.4B, 14,465 participants)
- Henry Ford Health System Ambassador 403(b) Plan (401(k), $932M, 18,400 participants)
Henry Ford Health System Heritage 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is University of Wisconsin Medical Foundation Physicians Retirement Plan in WI ($1.1B); by covered participants it is St. Luke's Health Network 403(b) Plan in PA (17,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- University of Wisconsin Medical Foundation Physicians Retirement Plan (WI) $1.1B · 1,679
- New York University Supplemental Tax Deferred Annuity Plan (NY) $1.1B · 6,209
- Baptist Health Thrift Plan (KY) $1.1B · 21,780
- Lahey Clinic 403(b) Retirement Savings Plan (MA) $1.1B · 7,535
Similar participant headcount
Nearest other-state filings by covered participants (17,067 participants); asset peers above are excluded.
- St. Luke's Health Network 403(b) Plan (PA) 17,079 · 12 off
- Johns Hopkins Health System Corporation 403(b) Plan (MD) 17,244 · 177 off
- Columbia University Voluntary Retirement Savings Plan (NY) 16,817 · 250 off
- Penn State Health Tax Sheltered Annuity Program (PA) 16,787 · 280 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.