Defined Benefit (Pension) · DOL Form 5500 · 2023

Allina Health System Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
106
Participants Small participant base
78th
Percentile by assets National rank
$252,952
Avg per participant Above avg balance/head
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Official DOL plan name: Defined Benefit Pension Plan of Courage Center · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance

$27M in assets, 106 participants

Allina Health System's Defined Benefit Pension Plan of Courage Center reported $27M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,325 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Defined Benefit Pension Plan of Courage Center covers 106 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $27M.

#14,325
in Healthcare & Social Assistance (17,684 peers)
+2.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Defined Benefit Pension Plan of Courage Center's outsized position by total assets

Defined Benefit Pension Plan of Courage Center vs every filed plan by assets

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

$26,812,958 Top 22% higher than 78% 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

Defined Benefit Pension Plan of Courage Center 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. Defined Benefit Pension Plan of Courage Center sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Pension Plan of Courage Center reported net income rose from -$4M in the plan year 2022 filing to $572K in the plan year 2023 filing.
  • Defined Benefit Pension Plan of Courage Center reported participants fell from 110 in the plan year 2022 filing to 106 in the plan year 2023 filing.
  • Defined Benefit Pension Plan of Courage Center end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Defined Benefit Pension Plan of Courage Center · $27M · 106 · 78th

  • 5500 $27M
  • ASSETS 106
  • PCT 78th
  • EIN Defined Benefit (Pension)
  • RANK near The Springs Company Noncontributory Retirement Plan
  • PHOTO ind #14325

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 →

Defined Benefit Pension Plan of Courage Center in the asset neighbourhood

Csp Pension Plan for Hourly Employees - CareyCsp Pension Plan for Hourly …$27MAvx Pension Plan for Bargaining Unit and Hourly EmployeesAvx Pension Plan for Bargain…$27MDefined Benefit Pension Plan of Courage CenterDefined Benefit Pension Plan…$27MThe Springs Company Noncontributory Retirement PlanThe Springs Company Noncontr…$27MWeirton Medical Center Retirement Income PlanWeirton Medical Center Retir…$27M
End-of-year total assets ($M) among Defined Benefit Pension Plan of Courage Center and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$572K
Employer EIN363261413
Plan Effective Date1976-07-01
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.

Defined Benefit Pension Plan of Courage Center vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Defined Benefit Pension Plan of Courage Center, Total assets ($B): 0.026812958 · Participants: 106Defined Benefit Pension Plan of Courage Center3M 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
Defined Benefit Pension Plan of Courage Center vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Defined Benefit Pension Plan of Courage Center side-by-side with 3 peers →

Defined Benefit Pension Plan of Courage Center's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is The Springs Company Noncontributory Retirement Plan in SC ($27M); by covered participants it is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Defined Benefit Pension Plan of Courage Center assets move in 2023? ▼
Defined Benefit Pension Plan of Courage Center edged up modestly - up 2.2% during 2023, from $26M to $27M. Reported net income was $572K.
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.
Where does Defined Benefit Pension Plan of Courage Center rank by assets among Form 5500 filers? ▼
Defined Benefit Pension Plan of Courage Center ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of Courage Center? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Springs Company Noncontributory Retirement Plan in SC ($27M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of Courage Center? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (106 participants, $31M 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.