Profit Sharing · DOL Form 5500 · 2023
Allina Health System Profit Sharing Plan
Data updated 2026-08-06
- $906M
- Total assets
- 9,417
- Participants
- 98th
- Percentile by assets
- $96,205
- Avg per participant
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.
- 98th percentile by assets (of 126,618 plans)
- #17,392 in Healthcare & Social Assistance (17,626 peers)
Coverage in Minnesota
Allina 403(b) Retirement Savings Plan covers 9,417 participants in Minnesota, 8.1x the typical Minnesota plan (state average ~1,161 per filing). Assets: $906M.
- $906M
- total plan assets (2023 EOY)
- 9,417
- covered participants
- 98th
- percentile by assets (of 126,618 plans)
- $96,205
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Allina 403(b) Retirement Savings Plan reports 9,417 participants - 8.1x that state average ($906M EOY assets).
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)
| 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.
Allina 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
- 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 (0.008% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Allina 403(b) Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Allina 403(b) Retirement Savings Plan assets move in 2023? ▼
How have Allina Health System plan assets changed over time? ▼
Where does Allina 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Allina 403(b) Retirement Savings Plan? ▼
Next read for Allina 403(b) Retirement Savings Plan
Filing takeaways
Ways to act on Allina 403(b) Retirement Savings Plan's numbers.
- By total assets, Allina 403(b) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- Allina Health System's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans