Profit Sharing · DOL Form 5500 · 2023
Allina Health System Profit Sharing Plan
Data updated 2026-08-25
- $906M
- Total assets Above avg plan size
- 9,417
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $96,205
- Avg per participant Below avg balance/head
Official DOL plan name: Allina 403(b) Retirement Savings Plan · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance
$906M in assets, 9,417 participants
Allina Health System's Allina 403(b) Retirement Savings Plan reported $906M in total assets and 9,417 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,450 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Allina 403(b) Retirement Savings Plan covers 9,417 participants in Minnesota, 8.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: $906M.
- #17,450
- in Healthcare & Social Assistance (17,684 peers)
- +7.0%
- assets growth YoY
- 9.1×
- vs typical plan assets (national mean)
Allina 403(b) Retirement Savings Plan's outsized position by total assets
Allina 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$905,961,651 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Allina 403(b) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allina 403(b) Retirement Savings Plan lands in the large band (9,417 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allina 403(b) Retirement Savings Plan reported net income rose from -$271M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Allina 403(b) Retirement Savings Plan reported participants fell from 10,170 in the plan year 2022 filing to 9,417 in the plan year 2023 filing.
- Allina 403(b) Retirement Savings Plan end-of-year assets rose from $847M in the plan year 2022 filing to $906M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 363261413 · Allina Health System PY 2023 · Profit Sharing
Allina 403(b) Retirement Savings Plan · $906M · 9,417 · 98th
- PART $906M
- PART 9,417
- PART 98th
- PART Profit Sharing
- PART near Mason Tenders District Council Annuity Fund
- PART ind #17450
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 Minnesota →
Allina 403(b) Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $847M |
|---|---|
| Net Assets (End of Year) | $906M |
| Net Income | $59M |
| Employer EIN | 363261413 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allina Health System)
Sponsor-wide plan assets over time
All Allina Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.5B 25.631643154254053% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 38,853 | $3.6B |
| 2023 | 4 | 39,000 | $4.1B |
| 2024 | 4 | 38,783 | $4.5B |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.9B · 15,491
- Pipe Trades Services Mn Pension Supplement Fund $1.6B · 6,062
- Fairview Health Services Pension Plan $610M · 4,828
- Cargill Employee Retirement Account Plan $511M · 19,870
- Regions Hospital Retirement Savings 401(k) Plan $502M · 6,168
Scale composition for Allina 403(b) Retirement Savings Plan
Allina 403(b) Retirement Savings Plan reports $906M in end-of-year assets across 9,417 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $96,205 per participant (70% of the national average assets-per-participant) . Net income for plan year 2023 was $59M.
This plan identity (EIN 363261413, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $847M to $902M (+6.6%) while covered participants moved from 10,170 to 8,757 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,170 | $847M | Open filing |
| 2023 | 9,417 | $906M | This page |
| 2024 · index core | 8,757 | $902M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Allina 401(k) Retirement Savings Plan (401(k), $3.5B, 29,592 participants)
- Allina 403(b) Retirement Savings Plan (Profit Sharing, $902M, 8,757 participants)
Allina 403(b) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Mason Tenders District Council Annuity Fund in NY ($913M); by covered participants it is Christiana Care Health Services, Inc. Defined Contribution Plan in DE (9,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($906M here).
- Mason Tenders District Council Annuity Fund (NY) $913M · 11,237
- The Defined Contribution Plan of the Methodist Hospital (TX) $923M · 29,678
- Cedars-Sinai Health System Defined Contribution (CA) $930M · 11,354
- The Emory Clinic, Inc. Retirement Savings Plan (GA) $875M · 2,588
Similar participant headcount
Nearest other-state filings by covered participants (9,417 participants); asset peers above are excluded.
- Christiana Care Health Services, Inc. Defined Contribution Plan (DE) 9,395 · 22 off
- International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware (PA) 9,386 · 31 off
- Operating Engineers Local 66 Annuity and Savings Fund (PA) 9,501 · 84 off
- Ohio Carpenters' Annuity Plan (MI) 9,314 · 103 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.