Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Defined Benefit Pension Plan of Courage Center

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Allina Health System ยท Minnesota ยท Healthcare & Social Assistance

What the 2023 filing shows

Defined Benefit Pension Plan of Courage Center holds $27M for 88 participants - about $305,635 per participant, up 0.3% over the 2024 plan year.

$27M
total plan assets (2024 EOY)
88
covered participants
$305,635
avg assets per participant
+0.3%
assets growth YoY
Total Assets (2023)
$27M
Participants
88
State
Industry
Healthcare & Social Assistance

What the Filing Says About Defined Benefit Pension Plan of Courage Center

Defined Benefit Pension Plan of Courage Center is a Defined Benefit (Pension) retirement plan sponsored by Allina Health System, headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 88 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 363261413, and the plan has been effective since 1976-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2024 to $27M at year-end โ€” a gain of 0.3%. Net assets (after liabilities) closed the year at $27M, with reported net income of $83K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$83K
Plan TypeDefined Benefit (Pension)
Employer EIN363261413
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allina Health System)

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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Defined Benefit Pension Plan of Courage Center?
As of the 2024 Form 5500 filing, Defined Benefit Pension Plan of Courage Center holds $27M in total assets with 88 participants. It is sponsored by Allina Health System.
What type of plan is Defined Benefit Pension Plan of Courage Center?
Defined Benefit Pension Plan of Courage Center is a Defined Benefit (Pension) plan. It has been effective since 1976-07-01. The plan is filed with the U.S. Department of Labor under EIN 363261413.
Who sponsors the Defined Benefit Pension Plan of Courage Center?
Defined Benefit Pension Plan of Courage Center is sponsored by Allina Health System, located in Minnesota. The sponsor's EIN is 363261413 and the plan operates in the Healthcare & Social Assistance industry.
How did Defined Benefit Pension Plan of Courage Center perform in 2024?
Defined Benefit Pension Plan of Courage Center grew by 0.3% during 2024, moving from $27M to $27M in total assets. Net income was $83K.
Where can I find official filings for Defined Benefit Pension Plan of Courage Center?
Official Form 5500 filings for Defined Benefit Pension Plan of Courage Center are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 363261413 or plan name at efast.dol.gov.
How does Defined Benefit Pension Plan of Courage Center compare to other plans?
You can compare Defined Benefit Pension Plan of Courage Center against other Defined Benefit (Pension) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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