Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Henry Ford Health System Allegiance Combined Pension Plan

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

Sponsored by Henry Ford Allegiance Health · Michigan · Healthcare & Social Assistance

What the 2023 filing shows

Henry Ford Health System Allegiance Combined Pension Plan holds $318M for 6,893 participants — about $46,153 per participant, down 2.4% over the 2022 plan year.

$318M
total plan assets (2022 EOY)
6,893
covered participants
$46,153
avg assets per participant
-2.4%
assets change YoY

The plan reported a net loss of $8M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$318M
Participants
6,893
State
Industry
Healthcare & Social Assistance

What the Filing Says About Henry Ford Health System Allegiance Combined Pension Plan

Henry Ford Health System Allegiance Combined Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Henry Ford Allegiance Health, headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $318M in total end-of-year assets and covers 6,893 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 382027689, and the plan has been effective since 1963-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $326M at the beginning of 2022 to $318M at year-end — a decline of 2.4%. Net assets (after liabilities) closed the year at $318M, with reported net income of $-8,002,278 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 1 prior plan-year filing 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)$326M
Total Assets (End of Year)$318M
Net Assets (End of Year)$318M
Net Income$-8,002,278
Plan TypeDefined Benefit (Pension)
Employer EIN382027689
Plan Effective Date1963-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henry Ford Allegiance Health)

Year Plans Participants Total Assets
2022 1 6,893 $318M
2023 1 6,352 $329M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Henry Ford Health System Allegiance Combined Pension Plan?
As of the 2022 Form 5500 filing, Henry Ford Health System Allegiance Combined Pension Plan holds $318M in total assets with 6,893 participants. It is sponsored by Henry Ford Allegiance Health.
What type of plan is Henry Ford Health System Allegiance Combined Pension Plan?
Henry Ford Health System Allegiance Combined Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1963-07-01. The plan is filed with the U.S. Department of Labor under EIN 382027689.
Who sponsors the Henry Ford Health System Allegiance Combined Pension Plan?
Henry Ford Health System Allegiance Combined Pension Plan is sponsored by Henry Ford Allegiance Health, located in Michigan. The sponsor's EIN is 382027689 and the plan operates in the Healthcare & Social Assistance industry.
How did Henry Ford Health System Allegiance Combined Pension Plan perform in 2022?
Henry Ford Health System Allegiance Combined Pension Plan declined by 2.4% during 2022, moving from $326M to $318M in total assets. Net income was $-8,002,278.
Where can I find official filings for Henry Ford Health System Allegiance Combined Pension Plan?
Official Form 5500 filings for Henry Ford Health System Allegiance Combined Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 382027689 or plan name at efast.dol.gov.
How does Henry Ford Health System Allegiance Combined Pension Plan compare to other plans?
You can compare Henry Ford Health System Allegiance Combined Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Michigan 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 382027689.

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.