401(k) · DOL Form 5500 · 2024
Allina Health System 401(k) Plan
Data updated 2026-08-06
- $3.5B
- Total assets
- 29,592
- Participants
- 100th
- Percentile by assets
- $119,360
- Avg per participant
Official DOL plan name: Allina 401(k) Retirement Savings Plan · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance
$3.5B in assets, 29,592 participants
Allina Health System's Allina 401(k) Retirement Savings Plan reported $3.5B in total assets and 29,592 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 116,472 plans)
- #15,564 in Healthcare & Social Assistance (15,613 peers)
Coverage in Minnesota
Allina 401(k) Retirement Savings Plan covers 29,592 participants in Minnesota, 25x the typical Minnesota plan (state average ~1,161 per filing). Assets: $3.5B.
- $3.5B
- total plan assets (2024 EOY)
- 29,592
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $119,360
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allina 401(k) Retirement Savings Plan reported net income fell from $508M in the plan year 2023 filing to $346M in the plan year 2024 filing.
- Allina 401(k) Retirement Savings Plan end-of-year assets rose from $3.2B in the plan year 2023 filing to $3.5B in the plan year 2024 filing.
- Allina 401(k) Retirement Savings Plan reported participants rose from 29,148 in the plan year 2023 filing to 29,592 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 401(k) Retirement Savings Plan reports 29,592 participants - 25x that state average ($3.5B EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $3.2B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | $346M |
| 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 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Allina 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Scale composition for Allina 401(k) Retirement Savings Plan
Allina 401(k) Retirement Savings Plan reports $3.5B in end-of-year assets across 29,592 participants (0.030% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.033% of 89,805,449 covered participants) - about $119,360 per participant (87% of the national average assets-per-participant) . Net income for plan year 2024 was $346M.
This plan identity (EIN 363261413, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.5B (+31.9%) while covered participants moved from 28,249 to 29,592 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,249 | $2.7B | Open filing |
| 2023 | 29,148 | $3.2B | Open filing |
| 2024 · index core | 29,592 | $3.5B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Allina 403(b) Retirement Savings Plan (Profit Sharing, $902M, 8,757 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Allina 401(k) Retirement Savings Plan by total assets, not by location.
- Fluor Corporation Employees Savings Investment Plan (TX) $3.5B · 7,227
- Occidental Petroleum Corporation Savings Plan (TX) $3.5B · 8,835
- Eastman Investment & Employee Stock Ownership Plan (TN) $3.5B · 10,535
- Fedex Corporation Retirement Savings Plan II (TN) $3.5B · 94,890
Frequently Asked Questions
How did Allina 401(k) Retirement Savings Plan assets move in 2024? ▼
How have Allina Health System plan assets changed over time? ▼
Where does Allina 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Allina 401(k) Retirement Savings Plan? ▼
Next read for Allina 401(k) Retirement Savings Plan
Filing takeaways
Ways to act on Allina 401(k) Retirement Savings Plan's numbers.
- By total assets, Allina 401(k) Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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