401(k) · DOL Form 5500 · 2023
Allina Health System 401(k) Plan
Data updated 2026-08-11
- $3.2B
- Total assets
- 29,148
- Participants
- 100th
- Percentile by assets
- $109,306
- Avg per participant
Official DOL plan name: Allina 401(k) Retirement Savings Plan · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance
$3.2B in assets, 29,148 participants
Allina Health System's Allina 401(k) Retirement Savings Plan reported $3.2B in total assets and 29,148 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 127,072 plans)
- #17,636 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Allina 401(k) Retirement Savings Plan covers 29,148 participants in Minnesota, 26x the typical Minnesota plan (state average ~1,126 per filing). Assets: $3.2B.
- $3.2B
- total plan assets (2023 EOY)
- 29,148
- covered participants
- 100th
- percentile by assets (of 127,072 plans)
- $109,306
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allina 401(k) Retirement Savings Plan reported net income rose from -$423M in the plan year 2022 filing to $508M in the plan year 2023 filing.
- Allina 401(k) Retirement Savings Plan end-of-year assets rose from $2.7B in the plan year 2022 filing to $3.2B in the plan year 2023 filing.
- Allina 401(k) Retirement Savings Plan reported participants rose from 28,249 in the plan year 2022 filing to 29,148 in the plan year 2023 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Allina 401(k) Retirement Savings Plan reports 29,148 participants - 26x that state average ($3.2B EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $3.2B |
| Net Income | $508M |
| 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 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Allina 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Scale composition for Allina 401(k) Retirement Savings Plan
Allina 401(k) Retirement Savings Plan reports $3.2B in end-of-year assets across 29,148 participants (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $109,306 per participant (79% of the national average assets-per-participant) . Net income for plan year 2023 was $508M.
This plan identity (EIN 363261413, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.5B (+31.9%) while covered participants moved from 28,249 to 29,592 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,249 | $2.7B | Open filing |
| 2023 | 29,148 | $3.2B | This page |
| 2024 · index core | 29,592 | $3.5B | 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 401(k) Plans Nationally
401(k) plans in other states closest to Allina 401(k) Retirement Savings Plan by total assets, not by location.
- The Tjx Companies, Inc. 401(k) Savings Plan (MA) $3.2B · 108,909
- Verizon Savings Security Plan for Mid-Atlantic Associates (NJ) $3.2B · 12,505
- News Corp 401(k) Savings Plan (NY) $3.2B · 8,910
- Lnc Employees' 401(k) Savings Plan (PA) $3.2B · 11,410
Frequently Asked Questions
How did Allina 401(k) Retirement Savings Plan assets move in 2023? ▼
How have Allina Health System plan assets changed over time? ▼
Where does Allina 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Allina 401(k) Retirement Savings Plan? ▼
Next read for Allina 401(k) Retirement Savings Plan
Filing takeaways
Ways to act on Allina 401(k) Retirement Savings Plan's numbers.
- By total assets, Allina 401(k) Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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