Defined Benefit (Pension) · DOL Form 5500 · 2023

Henry Ford Allegiance Health Pension Plan

Data updated 2026-08-25

$329M
Total assets Above avg plan size
6,352
Participants Above avg headcount
96th
Percentile by assets National rank
$51,734
Avg per participant Low balance/head
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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.

  • #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.

#17,097
in Healthcare & Social Assistance (17,684 peers)
+3.3%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Henry Ford Health System Allegiance Combined Pension Plan's outsized position by total assets

Henry Ford Health System Allegiance Combined Pension Plan vs every filed plan by assets

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

$328,611,591 Top 4% higher than 96% 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

Henry Ford Health System Allegiance Combined Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henry Ford Health System Allegiance Combined Pension Plan lands in the large band (6,352 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382027689 · Henry Ford Allegiance Health PY 2023 · Defined Benefit (Pension)

Henry Ford Health System Allegiance Combined Pension Plan · $329M · 6,352 · 96th

  • PART $329M
  • PART 6,352
  • PART 96th
  • PART Defined Benefit (Pension)
  • PART near International Union of Operating Engineers Local 14-14b Pension Fd
  • PART ind #17097

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 Michigan →

Henry Ford Health System Allegiance Combined Pension Plan in the asset neighbourhood

Formosa Plastics Corporation, U.S.a. Pension PlanFormosa Plastics Corporation…$329MOmaha Construction Industry Pension PlanOmaha Construction Industry …$329MHenry Ford Health System Allegiance Combined Pension PlanHenry Ford Health System All…$329MInternational Union of Operating Engineers Local 14-14b Pension FdInternational Union of Opera…$328MHubbell Incorporated Retirement Plan for Salaried and Hourly EmployeesHubbell Incorporated Retirem…$328M
End-of-year total assets ($M) among Henry Ford Health System Allegiance Combined Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$318M
Net Assets (End of Year)$328M
Net Income$11M
Employer EIN382027689
Plan Effective Date1963-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henry Ford Allegiance Health)

Sponsor-wide plan assets over time

All Henry Ford Allegiance Health plans reported in each filing year

Latest sponsor-wide plan assets
$333M 4.632727476598081% vs 2022
2024 filing year
$315M$320M$325M$330M$335M 202220232024 $318M $333M ▲ +4.6%
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 Scatter plot of 6 data points. 50001000015000200002500030000 -1001020304050 Total assets ($B) Participants Henry Ford Health System Allegiance Combined Pension Plan, Total assets ($B): 0.328611591 · Participants: 6352Henry Ford Health System Allegiance Combined Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Henry Ford Health System Allegiance Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Henry Ford Health System Allegiance Combined Pension Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest Defined Benefit (Pension) by assets is International Union of Operating Engineers Local 14-14b Pension Fd in NY ($328M); by covered participants it is Southern California Pipe Trades Retirement Fund in CA (6,346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,352 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 Henry Ford Health System Allegiance Combined Pension Plan assets move in 2023? ▼
Henry Ford Health System Allegiance Combined Pension Plan edged up modestly - up 3.3% during 2023, from $318M to $329M. Reported net income was $11M.
How have Henry Ford Allegiance Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Ford Allegiance Health's sponsor-wide assets grew 4.6%, from $318M to $333M.
Where does Henry Ford Health System Allegiance Combined Pension Plan rank by assets among Form 5500 filers? ▼
Henry Ford Health System Allegiance Combined Pension Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Henry Ford Health System Allegiance Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Union of Operating Engineers Local 14-14b Pension Fd in NY ($328M, 830 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Henry Ford Health System Allegiance Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern California Pipe Trades Retirement Fund in CA (6,346 participants, $1.4B 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 382027689.

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.