Other · DOL Form 5500 · 2024
Henry Ford Health System Retirement Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 14,465
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $97,676
- Avg per participant Below avg balance/head
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.
- #16,752 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Henry Ford Health System Heritage 403(b) Plan covers 14,465 participants in Michigan, 23x the typical Michigan plan (state average ~638 per filing). Assets: $1.4B.
- #16,752
- in Healthcare & Social Assistance (16,916 peers)
- +10.0%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
Henry Ford Health System Heritage 403(b) Plan's outsized position by total assets
Henry Ford Health System Heritage 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,412,878,823 Top 1% higher than 99% 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
Henry Ford Health System Heritage 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henry Ford Health System Heritage 403(b) Plan is a mega filing (14,465 participants), the rightmost band on the breakdown.
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.
Plan-year Form 5500 strip
Filing strip 381357020 · Henry Ford Health System PY 2024 · Other
Henry Ford Health System Heritage 403(b) Plan · $1.4B · 14,465 · 99th
- BOY $1.4B
- BOY 14,465
- BOY 99th
- BOY Other
- BOY near University of Wisconsin Medical Foundation Physicians Retirement Plan
- BOY ind #16752
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 Michigan →
Henry Ford Health System Heritage 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Henry Ford Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.2B 35.36363166520547% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Henry Ford Health System Heritage 403(b) Plan
Henry Ford Health System Heritage 403(b) Plan reports $1.4B in end-of-year assets across 14,465 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $97,676 per participant (71% of the national average assets-per-participant) . Net income for plan year 2024 was $138M.
This plan identity (EIN 381357020, plan #014) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+30.5%) while covered participants moved from 17,067 to 14,465 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,067 | $1.1B | Open filing |
| 2023 | 15,298 | $1.3B | Open filing |
| 2024 · index core | 14,465 | $1.4B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Henry Ford Health System Retirement Savings Plan (Profit Sharing, $1.8B, 13,461 participants)
- Henry Ford Health System Ambassador 403(b) Plan (401(k), $932M, 18,400 participants)
Henry Ford Health System Heritage 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is University of Wisconsin Medical Foundation Physicians Retirement Plan in WI ($1.4B); by covered participants it is Georgetown University Voluntary Contribution Retirement Plan in DC (14,512 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (14,465 participants); asset peers above are excluded.
- Georgetown University Voluntary Contribution Retirement Plan (DC) 14,512 · 47 off
- Retirement Plan for Officers of Columbia University (NY) 14,399 · 66 off
- Legacy Health 403(b) Plan (OR) 14,590 · 125 off
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) 14,648 · 183 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.