Defined Benefit (Pension) · DOL Form 5500 · 2022
Henry Ford Allegiance Health Pension Plan
Data updated 2026-08-25
- $318M
- Total assets Above avg plan size
- 6,893
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $46,153
- Avg per participant Low balance/head
Official DOL plan name: Henry Ford Health System Allegiance Combined Pension Plan · Sponsored by Henry Ford Allegiance Health · Michigan · Healthcare & Social Assistance
$318M in assets, 6,893 participants
Henry Ford Allegiance Health's Henry Ford Health System Allegiance Combined Pension Plan reported $318M in total assets and 6,893 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,513 in Healthcare & Social Assistance (20,060 peers)
Coverage in Michigan
Henry Ford Health System Allegiance Combined Pension Plan covers 6,893 participants in Michigan, 11x the typical Michigan plan (state average ~638 per filing). Assets: $318M.
- #19,513
- in Healthcare & Social Assistance (20,060 peers)
- -2.4%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
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.
Henry Ford Health System Allegiance Combined Pension Plan's outsized position by total assets
Henry Ford Health System Allegiance Combined Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$318,133,736 Top 3% higher than 97% 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 Allegiance Combined Pension Plan's large-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 Allegiance Combined Pension Plan lands in the large band (6,893 participants).
Form 5500 schedule snapshot
Filing strip 382027689 · Henry Ford Allegiance Health PY 2022 · Defined Benefit (Pension)
Henry Ford Health System Allegiance Combined Pension Plan · $318M · 6,893 · 97th
- NET $318M
- BOOK 6,893
- VS-ST 97th
- BOY Defined Benefit (Pension)
- SCH near Oge Energy Corp. Retirement Plan
- EBSA ind #19513
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 Allegiance Combined Pension Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $326M |
|---|---|
| Net Assets (End of Year) | $318M |
| Net Income | -$8M |
| Employer EIN | 382027689 |
| Plan Effective Date | 1963-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry Ford Allegiance Health)
Sponsor-wide plan assets over time
All Henry Ford Allegiance Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $333M 4.632727476598081% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,893 | $318M |
| 2023 | 1 | 6,352 | $329M |
| 2024 | 1 | 5,863 | $333M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $40.2B · 18,766
- Ford Motor Company UAW Retirement Plan $19.3B · 27,567
- Ford Motor Company General Retirement Plan $13.4B · 11,760
- Dow Employees' Pension Plan $13.0B · 13,759
- Fca US LLC UAW Pension Agreement $8.6B · 14,563
Scale composition for Henry Ford Health System Allegiance Combined Pension Plan
Henry Ford Health System Allegiance Combined Pension Plan reports $318M in end-of-year assets across 6,893 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $46,153 per participant (33% of the national average assets-per-participant) . Net income for plan year 2022 was -$8M.
This plan identity (EIN 382027689, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $318M to $333M (+4.6%) while covered participants moved from 6,893 to 5,863 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,893 | $318M | This page |
| 2023 | 6,352 | $329M | Open filing |
| 2024 · index core | 5,863 | $333M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Henry Ford Health System Allegiance Combined Pension Plan (Defined Benefit (Pension), $333M, 5,863 participants)
Henry Ford Health System Allegiance Combined Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Oge Energy Corp. Retirement Plan in OK ($318M); by covered participants it is Chs Inc. Pension Plan in MN (6,900 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($318M here).
- Oge Energy Corp. Retirement Plan (OK) $318M · 906
- Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund (WA) $318M · 2,137
- Retirement Plan of American Fidelity Group (OK) $318M · 1,787
- Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund (IL) $318M · 1,147
Similar participant headcount
Nearest other-state filings by covered participants (6,893 participants); asset peers above are excluded.
- Chs Inc. Pension Plan (MN) 6,900 · 7 off
- Rwjbarnabas Health Retirement Income Plan (NJ) 6,874 · 19 off
- General Mills Pension Plan (MN) 6,848 · 45 off
- Northwest Airlines Pension Plan for Contract Employees (GA) 6,939 · 46 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.