Defined Benefit (Pension) · DOL Form 5500 · 2023
Henry Ford Allegiance Health Pension Plan
Data updated 2026-08-11
- $329M
- Total assets
- 6,352
- Participants
- 96th
- Percentile by assets
- $51,734
- Avg per participant
Official DOL plan name: Henry Ford Health System Allegiance Combined Pension Plan · Sponsored by Henry Ford Allegiance Health · Michigan · Healthcare & Social Assistance
$329M in assets, 6,352 participants
Henry Ford Allegiance Health's Henry Ford Health System Allegiance Combined Pension Plan reported $329M in total assets and 6,352 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #17,097 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
Henry Ford Health System Allegiance Combined Pension Plan covers 6,352 participants in Michigan, 10.0x the typical Michigan plan (state average ~638 per filing). Assets: $329M.
- $329M
- total plan assets (2023 EOY)
- 6,352
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $51,734
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Henry Ford Health System Allegiance Combined Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Henry Ford Health System Allegiance Combined Pension Plan reported participants fell from 6,893 in the plan year 2022 filing to 6,352 in the plan year 2023 filing.
- Henry Ford Health System Allegiance Combined Pension Plan end-of-year assets rose from $318M in the plan year 2022 filing to $329M in the plan year 2023 filing.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Henry Ford Health System Allegiance Combined Pension Plan reports 6,352 participants - 10.0x that state average ($329M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $318M |
|---|---|
| Net Assets (End of Year) | $328M |
| Net Income | $11M |
| Employer EIN | 382027689 |
| Plan Effective Date | 1963-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry Ford Allegiance Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,893 | $318M |
| 2023 | 1 | 6,352 | $329M |
| 2024 | 1 | 5,863 | $333M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Henry Ford Health System Allegiance Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Scale composition for Henry Ford Health System Allegiance Combined Pension Plan
Henry Ford Health System Allegiance Combined Pension Plan reports $329M in end-of-year assets across 6,352 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $51,734 per participant (37% of the national average assets-per-participant) . Net income for plan year 2023 was $11M.
This plan identity (EIN 382027689, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $318M to $333M (+4.6%) while covered participants moved from 6,893 to 5,863 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,893 | $318M | Open filing |
| 2023 | 6,352 | $329M | This page |
| 2024 · index core | 5,863 | $333M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Henry Ford Health System Allegiance Combined Pension Plan (Defined Benefit (Pension), $333M, 5,863 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Henry Ford Health System Allegiance Combined Pension Plan by total assets, not by location.
- International Union of Operating Engineers Local 14-14b Pension Fd (NY) $328M · 830
- Omaha Construction Industry Pension Plan (NE) $329M · 1,447
- Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees (CT) $328M · 357
- Formosa Plastics Corporation, U.S.a. Pension Plan (NJ) $329M · 3,275
Frequently Asked Questions
How did Henry Ford Health System Allegiance Combined Pension Plan assets move in 2023? ▼
How have Henry Ford Allegiance Health plan assets changed over time? ▼
Where does Henry Ford Health System Allegiance Combined Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Henry Ford Health System Allegiance Combined Pension Plan? ▼
Next read for Henry Ford Health System Allegiance Comb…
Filing takeaways
Ways to act on Henry Ford Health System Allegiance Combined Pension Plan's numbers.
- By total assets, Henry Ford Health System Allegiance Combined Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Michigan. Compare plans
- Henry Ford Allegiance Health's sponsor-wide assets have grown 4.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans