Defined Benefit (Pension) · DOL Form 5500 · 2023

Allen Health Systems, Inc. Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
362
Participants Below avg headcount
66th
Percentile by assets National rank
$39,978
Avg per participant Low balance/head
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Official DOL plan name: Allen Health Systems, Inc. Retirement Income Plan · Sponsored by Allen Health Systems, Inc. · Iowa · Healthcare & Social Assistance

$14M in assets, 362 participants

Allen Health Systems, Inc.'s Allen Health Systems, Inc. Retirement Income Plan reported $14M in total assets and 362 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,660 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Allen Health Systems, Inc. Retirement Income Plan holds $14M for 362 participants - about $39,978 per participant, above the median plan by assets.

#12,660
in Healthcare & Social Assistance (17,684 peers)
+4.6%
assets growth YoY

Allen Health Systems, Inc. Retirement Income Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Allen Health Systems, Inc. Retirement Income Plan vs every filed plan by assets

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

$14,472,043 Top 34% higher than 66% 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

Allen Health Systems, Inc. Retirement Income Plan 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. Allen Health Systems, Inc. Retirement Income Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allen Health Systems, Inc. Retirement Income Plan reported net income rose from -$3M in the plan year 2022 filing to $636K in the plan year 2023 filing.
  • Allen Health Systems, Inc. Retirement Income Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Allen Health Systems, Inc. Retirement Income Plan reported participants rose from 348 in the plan year 2022 filing to 362 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421201924 · Allen Health Systems, Inc. PY 2023 · Defined Benefit (Pension)

Allen Health Systems, Inc. Retirement Income Plan · $14M · 362 · 66th

  • EIN $14M
  • EIN 362
  • EIN 66th
  • EIN Defined Benefit (Pension)
  • EIN near The Defined Benefit Plan of United Way of Greater St. Louis Inc.
  • EIN ind #12660

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 Iowa →

Allen Health Systems, Inc. Retirement Income Plan in the asset neighbourhood

Allen Health Systems, Inc. Retirement Income PlanAllen Health Systems, Inc. R…$14MThe Defined Benefit Plan of United Way of Greater St. Louis Inc.The Defined Benefit Plan of …$14MMeadville Forging Company Uswa Pension PlanMeadville Forging Company Us…$14MMott Macdonald Defined Benefit Pension PlanMott Macdonald Defined Benef…$14MMutual Trust Life Insurance Company Pension PlanMutual Trust Life Insurance …$14M
End-of-year total assets ($M) among Allen Health Systems, Inc. Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$636K
Employer EIN421201924
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allen Health Systems, Inc.)

Sponsor-wide plan assets over time

All Allen Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 4.40843549087114% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M 202220232024 $13.8M $13.2M ▼ -4.4%
Year Plans Participants Total Assets
2022 1 348 $14M
2023 1 362 $14M
2024 1 336 $13M

Nearby Defined Benefit (Pension) Plans in Iowa

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

Allen Health Systems, Inc. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Allen Health Systems, Inc. Retirement Income Plan, Total assets ($B): 0.014472043 · Participants: 362Allen Health Systems, Inc. Retirement Income PlanTransamerica Pension Plan, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Allen Health Systems, Inc. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Allen Health Systems, Inc. Retirement Income Plan side-by-side with 3 peers →

Allen Health Systems, Inc. Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is The Defined Benefit Plan of United Way of Greater St. Louis Inc. in MO ($14M); by covered participants it is Morgan US Employees' Retirement Plan in NC (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Allen Health Systems, Inc. Retirement Income Plan assets move in 2023? ▼
Allen Health Systems, Inc. Retirement Income Plan edged up modestly - up 4.6% during 2023, from $14M to $14M. Reported net income was $636K.
How have Allen Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allen Health Systems, Inc.'s sponsor-wide assets declined 4.4%, from $14M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Allen Health Systems, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Defined Benefit Plan of United Way of Greater St. Louis Inc. in MO ($14M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allen Health Systems, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Morgan US Employees' Retirement Plan in NC (362 participants, $136M 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 421201924.

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.