Other · DOL Form 5500 · 2024
Henry Ford Health System Retirement Plan
Data updated 2026-07-24
- $1.4B
- Total assets
- 14,465
- Participants
- 99th
- Percentile by assets
- $97,676
- Avg per participant
Official DOL plan name: Henry Ford Health System Heritage 403(b) Plan · Sponsored by Henry Ford Health System · Michigan · Healthcare & Social Assistance
$1.4B in assets, 14,465 participants
Henry Ford Health System's Henry Ford Health System Heritage 403(b) Plan reported $1.4B in total assets and 14,465 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in Michigan
Henry Ford Health System Heritage 403(b) Plan covers 14,465 participants in Michigan, 23x the typical Michigan plan (state average ~632 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2024 EOY)
- 14,465
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $97,676
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Henry Ford Health System Heritage 403(b) Plan reported net income fell from $203M in the plan year 2023 filing to $138M in the plan year 2024 filing.
- Henry Ford Health System Heritage 403(b) Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
- Henry Ford Health System Heritage 403(b) Plan reported participants fell from 15,298 in the plan year 2023 filing to 14,465 in the plan year 2024 filing.
Participants vs Michigan filers
In Michigan, the average filing covers about 632 participants across 3,963 plans. Henry Ford Health System Heritage 403(b) Plan reports 14,465 participants - 23x that state average ($1.4B EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $138M |
| Employer EIN | 381357020 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry Ford Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 47,583 | $3.1B |
| 2023 | 4 | 45,968 | $3.6B |
| 2024 | 4 | 46,359 | $4.2B |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
Henry Ford Health System Heritage 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.2B · 8,795
Similar-Sized Other Plans Nationally
Other plans in other states closest to Henry Ford Health System Heritage 403(b) Plan by total assets, not by location.
- University of Wisconsin Medical Foundation Physicians Retirement Plan (WI) $1.4B · 2,091
- Sharpsaver Defined Contribution Plan (CA) $1.4B · 20,047
- John Muir Health 403b Plan (CA) $1.4B · 5,098
- St. John's University Defined Contribution Retirement Plan (NY) $1.4B · 3,087
Frequently Asked Questions
How did Henry Ford Health System Heritage 403(b) Plan assets move in 2024? ▼
How have Henry Ford Health System plan assets changed over time? ▼
Where does Henry Ford Health System Heritage 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Henry Ford Health System Heritage 403(b) Plan? ▼
Next read for Henry Ford Health System Heritage 403(b)…
Filing takeaways
Ways to act on Henry Ford Health System Heritage 403(b) Plan's numbers.
- By total assets, Henry Ford Health System Heritage 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
- Henry Ford Health System's sponsor-wide assets have grown 35.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 381357020.
Read our methodology - how this data is sourced, computed, and verified.