Other · DOL Form 5500 · 2022
Henry Ford Health System Retirement Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 17,067
- Participants
- 99th
- Percentile by assets
- $63,459
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.1B
- total plan assets (2022 EOY)
- 17,067
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $63,459
- avg assets per participant
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Henry Ford Health System Heritage 403(b) Plan reports 17,067 participants - 27x that state average ($1.1B EOY assets).
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)
| 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.
Henry Ford Health System Heritage 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Henry Ford Health System Heritage 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Henry Ford Health System Heritage 403(b) Plan assets move in 2022? ▼
How have Henry Ford Health System plan assets changed over time? ▼
Where does Henry Ford Health System Heritage 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Henry Ford Health System Heritage 403(b) Plan? ▼
Next read for Henry Ford Health System Heritage 403(b)…
Filing takeaways
Ways to act on Henry Ford Health System Heritage 403(b) Plan's numbers.
- By total assets, Henry Ford Health System Heritage 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
- Henry Ford Health System's sponsor-wide assets have grown 35.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans