Profit Sharing · DOL Form 5500 · 2024
Allina Health System Profit Sharing Plan
Data updated 2026-08-06
- $902M
- Total assets
- 8,757
- Participants
- 98th
- Percentile by assets
- $103,059
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
- #15,359 in Healthcare & Social Assistance (15,613 peers)
Coverage in Minnesota
Allina 403(b) Retirement Savings Plan covers 8,757 participants in Minnesota, 7.5x the typical Minnesota plan (state average ~1,161 per filing). Assets: $902M.
- $902M
- total plan assets (2024 EOY)
- 8,757
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $103,059
- avg assets per participant
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.
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Allina 403(b) Retirement Savings Plan reports 8,757 participants - 7.5x that state average ($902M EOY assets).
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)
| 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.
Allina 403(b) Retirement Savings Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
- 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 (0.008% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Allina 403(b) Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Allina 403(b) Retirement Savings Plan assets move in 2024? ▼
How have Allina Health System plan assets changed over time? ▼
Where does Allina 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Allina 403(b) Retirement Savings Plan? ▼
Next read for Allina 403(b) Retirement Savings Plan
Filing takeaways
Ways to act on Allina 403(b) Retirement Savings Plan's numbers.
- By total assets, Allina 403(b) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- Allina Health System's sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans