Defined Benefit (Pension) · DOL Form 5500 · 2022
Henry Ford Allegiance Health Pension Plan
Data updated 2026-08-11
- $318M
- Total assets
- 6,893
- Participants
- 97th
- Percentile by assets
- $46,153
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $318M
- total plan assets (2022 EOY)
- 6,893
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $46,153
- avg assets per participant
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Henry Ford Health System Allegiance Combined Pension Plan reports 6,893 participants - 11x that state average ($318M EOY assets).
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)
| 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.
Henry Ford Health System Allegiance Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Henry Ford Health System Allegiance Combined Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Henry Ford Health System Allegiance Combined Pension Plan assets move in 2022? ▼
How have Henry Ford Allegiance Health plan assets changed over time? ▼
Where does Henry Ford Health System Allegiance Combined Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Henry Ford Health System Allegiance Combined Pension Plan? ▼
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Filing takeaways
Ways to act on Henry Ford Health System Allegiance Combined Pension Plan's numbers.
- By total assets, Henry Ford Health System Allegiance Combined Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Michigan. Compare plans
- Henry Ford Allegiance Health's sponsor-wide assets have grown 4.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans