Defined Benefit (Pension) · DOL Form 5500 · 2023

Allina Health System Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
329
Participants Below avg headcount
67th
Percentile by assets National rank
$44,805
Avg per participant Low balance/head
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Official DOL plan name: Allina Health Pension Plan for Collectively Bargained Employees · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance

$15M in assets, 329 participants

Allina Health System's Allina Health Pension Plan for Collectively Bargained Employees reported $15M in total assets and 329 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,713 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Allina Health Pension Plan for Collectively Bargained Employees covers 329 participants in Minnesota, about 29% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#12,713
in Healthcare & Social Assistance (17,684 peers)
+15.8%
assets growth YoY

Allina Health Pension Plan for Collectively Bargained Employees's outsized position by total assets

Allina Health Pension Plan for Collectively Bargained Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,740,776 Top 33% higher than 67% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Allina Health Pension Plan for Collectively Bargained Employees among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allina Health Pension Plan for Collectively Bargained Employees sits mid-pack in the medium band (329 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allina Health Pension Plan for Collectively Bargained Employees reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Allina Health Pension Plan for Collectively Bargained Employees end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Allina Health Pension Plan for Collectively Bargained Employees reported participants rose from 324 in the plan year 2022 filing to 329 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363261413 · Allina Health System PY 2023 · Defined Benefit (Pension)

Allina Health Pension Plan for Collectively Bargained Employees · $15M · 329 · 67th

  • PCT $15M
  • EIN 329
  • RANK 67th
  • PHOTO Defined Benefit (Pension)
  • IND near Kohler Credit Union Defined Benefit Plan and Trust
  • EOY ind #12713

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 Health Pension Plan for Collectively Bargained Employees in the asset neighbourhood

Kohler Credit Union Defined Benefit Plan and TrustKohler Credit Union Defined …$15MPlumbers & Pipefitters Local 653 Pension FundPlumbers & Pipefitters Local…$15MAllina Health Pension Plan for Collectively Bargained EmployeesAllina Health Pension Plan f…$15MHelena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck DriversHelena Agri-Enterprises, LLC…$15MOtterbein Homes Retirement PlanOtterbein Homes Retirement P…$15M
End-of-year total assets ($M) among Allina Health Pension Plan for Collectively Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN363261413
Plan Effective Date2013-01-01
Filing StatusFILING 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
$3B$3.5B$4B$4.5B$5B 202220232024 $3.56B $4.48B ▲ +25.8%
Year Plans Participants Total Assets
2022 4 38,853 $3.6B
2023 4 39,000 $4.1B
2024 4 38,783 $4.5B

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Allina Health Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Allina Health Pension Plan for Collectively Bargained Employees, Total assets ($B): 0.014740776 · Participants: 329Allina Health Pension Plan for Collectively Bargained Employees3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Allina Health Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Allina Health Pension Plan for Collectively Bargained Employees side-by-side with 3 peers →

Allina Health Pension Plan for Collectively Bargained Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Kohler Credit Union Defined Benefit Plan and Trust in WI ($15M); by covered participants it is All Alaska Longshore Pension Plan in OR (329 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (329 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allina Health Pension Plan for Collectively Bargained Employees assets move in 2023? ▼
Allina Health Pension Plan for Collectively Bargained Employees grew sharply - up 15.8% during 2023, from $13M to $15M. Reported net income was $2M.
How have Allina Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allina Health System's sponsor-wide assets grew 25.6%, from $3.6B to $4.5B.
Which Defined Benefit (Pension) plans are similar in size to Allina Health Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kohler Credit Union Defined Benefit Plan and Trust in WI ($15M, 111 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allina Health Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is All Alaska Longshore Pension Plan in OR (329 participants, $111M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363261413.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.