Profit Sharing · DOL Form 5500 · 2024
Allina Health System Profit Sharing Plan
Data updated 2026-08-25
- $902M
- Total assets Above avg plan size
- 8,757
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $103,059
- Avg per participant Below avg balance/head
Official DOL plan name: Allina 403(b) Retirement Savings Plan · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance
$902M in assets, 8,757 participants
Allina Health System's Allina 403(b) Retirement Savings Plan reported $902M in total assets and 8,757 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,646 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Allina 403(b) Retirement Savings Plan covers 8,757 participants in Minnesota, 7.8x the typical Minnesota plan (state average ~1,126 per filing). Assets: $902M.
- #16,646
- in Healthcare & Social Assistance (16,916 peers)
- -0.4%
- assets change YoY
- 9.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allina 403(b) Retirement Savings Plan's outsized position by total assets
Allina 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$902,491,999 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Allina 403(b) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allina 403(b) Retirement Savings Plan lands in the large band (8,757 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allina 403(b) Retirement Savings Plan reported net income fell from $59M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Allina 403(b) Retirement Savings Plan reported participants fell from 9,417 in the plan year 2023 filing to 8,757 in the plan year 2024 filing.
- Allina 403(b) Retirement Savings Plan end-of-year assets fell from $906M in the plan year 2023 filing to $902M in the plan year 2024 filing.
DOL schedule card
Filing strip 363261413 · Allina Health System PY 2024 · Profit Sharing
Allina 403(b) Retirement Savings Plan · $902M · 8,757 · 98th
- BOOK $902M
- VS-ST 8,757
- BOY 98th
- SCH Profit Sharing
- EBSA near Aspirus, Inc. Retirement Plan
- PART ind #16646
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 →
Allina 403(b) Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $906M |
|---|---|
| Net Assets (End of Year) | $902M |
| Net Income | -$3M |
| Employer EIN | 363261413 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 38,853 | $3.6B |
| 2023 | 4 | 39,000 | $4.1B |
| 2024 | 4 | 38,783 | $4.5B |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
- Twin City Ironworkers Defined Contribution Fund $380M · 2,654
Scale composition for Allina 403(b) Retirement Savings Plan
Allina 403(b) Retirement Savings Plan reports $902M in end-of-year assets across 8,757 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $103,059 per participant (75% of the national average assets-per-participant) . Net income for plan year 2024 was -$3M.
This plan identity (EIN 363261413, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $847M to $902M (+6.6%) while covered participants moved from 10,170 to 8,757 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,170 | $847M | Open filing |
| 2023 | 9,417 | $906M | Open filing |
| 2024 · index core | 8,757 | $902M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Allina 401(k) Retirement Savings Plan (401(k), $3.5B, 29,592 participants)
Allina 403(b) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Aspirus, Inc. Retirement Plan in WI ($893M); by covered participants it is Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan in NJ (8,865 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($902M here).
- Aspirus, Inc. Retirement Plan (WI) $893M · 10,194
- Painting Industry Annuity Fund (NY) $884M · 5,414
- Temple University Health System, Inc. Defined Contribution Retirement Plan (PA) $876M · 10,394
- Dana-Farber Cancer Institute Retirement Plan (MA) $930M · 5,518
Similar participant headcount
Nearest other-state filings by covered participants (8,757 participants); asset peers above are excluded.
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan (NJ) 8,865 · 108 off
- Operating Engineers Local 66 Annuity and Savings Fund (PA) 8,936 · 179 off
- Ufcw Local 342 Savings and 401(k) Plan (NY) 8,553 · 204 off
- Wgu Retirement Savings Plan (UT) 8,497 · 260 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.