Defined Benefit (Pension) · DOL Form 5500 · 2024

Allina Health System Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
346
Participants Below avg headcount
66th
Percentile by assets National rank
$45,795
Avg per participant Low balance/head
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Official DOL plan name: Allina Health Pension Plan for Collectively Bargained Employees · Sponsored by Allina Health System · Minnesota · Healthcare & Social Assistance

$16M in assets, 346 participants

Allina Health System's Allina Health Pension Plan for Collectively Bargained Employees reported $16M in total assets and 346 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #11,940 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Allina Health Pension Plan for Collectively Bargained Employees covers 346 participants in Minnesota, about 31% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.

#11,940
in Healthcare & Social Assistance (16,916 peers)
+7.5%
assets growth YoY

Allina Health Pension Plan for Collectively Bargained Employees's mid-pack asset rank among Healthcare & Social Assistance and all filers

Allina Health Pension Plan for Collectively Bargained Employees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,845,131 Top 34% higher than 66% of 123,620 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 2024

Allina Health Pension Plan for Collectively Bargained Employees among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allina Health Pension Plan for Collectively Bargained Employees sits mid-pack in the medium band (346 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allina Health Pension Plan for Collectively Bargained Employees reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Allina Health Pension Plan for Collectively Bargained Employees end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Allina Health Pension Plan for Collectively Bargained Employees reported participants rose from 329 in the plan year 2023 filing to 346 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 363261413 · Allina Health System PY 2024 · Defined Benefit (Pension)

Allina Health Pension Plan for Collectively Bargained Employees · $16M · 346 · 66th

  • TYPE $16M
  • NET 346
  • BOOK 66th
  • VS-ST Defined Benefit (Pension)
  • BOY near Brethren Mutual Insurance Company Employee Retirement Plan
  • SCH ind #11940

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 Health Pension Plan for Collectively Bargained Employees in the asset neighbourhood

Allina Health Pension Plan for Collectively Bargained EmployeesAllina Health Pension Plan f…$16MBrethren Mutual Insurance Company Employee Retirement PlanBrethren Mutual Insurance Co…$16MSupplemental Pension Plan of Indiana Harbor Belt Railroad CompanySupplemental Pension Plan of…$16MSomerset Savings Bank, Sla Pension PlanSomerset Savings Bank, Sla P…$16MTate & Lyle Hourly Pension PlanTate & Lyle Hourly Pension P…$16M
End-of-year total assets ($M) among Allina Health Pension Plan for Collectively Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN363261413
Plan Effective Date2013-01-01
Filing StatusFILING 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
$3B$3.5B$4B$4.5B$5B 202220232024 $3.56B $4.48B ▲ +25.8%
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, same state, same plan type, ranked by total assets.

Allina Health Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Allina Health Pension Plan for Collectively Bargained Employees, Total assets ($B): 0.015845131 · Participants: 346Allina Health Pension Plan for Collectively Bargained EmployeesMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
Allina Health Pension Plan for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Allina Health Pension Plan for Collectively Bargained Employees side-by-side with 3 peers →

Allina Health Pension Plan for Collectively Bargained Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Brethren Mutual Insurance Company Employee Retirement Plan in MD ($16M); by covered participants it is Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees in CT (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allina Health Pension Plan for Collectively Bargained Employees assets move in 2024? ▼
Allina Health Pension Plan for Collectively Bargained Employees grew at a solid clip - up 7.5% during 2024, from $15M to $16M. Reported net income was $1M.
How have Allina Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allina Health System's sponsor-wide assets grew 25.6%, from $3.6B to $4.5B.
Which Defined Benefit (Pension) plans are similar in size to Allina Health Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Brethren Mutual Insurance Company Employee Retirement Plan in MD ($16M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allina Health Pension Plan for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees in CT (346 participants, $318M in assets).

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) - original filing retrieval by EIN 363261413.

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.