401(k) · DOL Form 5500 · 2023

Allegiance Health Management, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
N/A
Participants Small participant base
84th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allegiance Health Management Retirement Savings Plan · Sponsored by Allegiance Health Management, Inc. · Louisiana · Healthcare & Social Assistance

$42M in assets, N/A participants

Allegiance Health Management, Inc.'s Allegiance Health Management Retirement Savings Plan reported $42M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,212 in Healthcare & Social Assistance (17,684 peers)

Where Allegiance Health Management Retirement Savings Plan sits by assets

Allegiance Health Management Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for N/A participants, up 28.4% in 2023.

#15,212
in Healthcare & Social Assistance (17,684 peers)
+28.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Allegiance Health Management Retirement Savings Plan's outsized position by total assets

Allegiance Health Management Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$41,793,498 Top 16% higher than 84% of 127,068 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 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allegiance Health Management Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Allegiance Health Management Retirement Savings Plan reported participants fell from 3,401 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Allegiance Health Management Retirement Savings Plan end-of-year assets rose from $33M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470899588 · Allegiance Health Management, Inc. PY 2023 · 401(k)

Allegiance Health Management Retirement Savings Plan · $42M · N/A · 84th

  • PHOTO $42M
  • IND N/A
  • EOY 84th
  • 5500 401(k)
  • ASSETS near Amf 401(k) Profit Sharing Plan
  • PCT ind #15212

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 Louisiana →

Allegiance Health Management Retirement Savings Plan in the asset neighbourhood

Leatherman Tool Group 401(k) Retirement PlanLeatherman Tool Group 401(k)…$42MAllegiance Health Management Retirement Savings PlanAllegiance Health Management…$42MAmf 401(k) Profit Sharing PlanAmf 401(k) Profit Sharing Pl…$42MHunton Group Profit Sharing PlanHunton Group Profit Sharing …$42MCroell, Inc. 401(k) Plan$42M
End-of-year total assets ($M) among Allegiance Health Management Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$42M
Net Income$9M
Employer EIN470899588
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegiance Health Management, Inc.)

Sponsor-wide plan assets over time

All Allegiance Health Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 47.37220096264533% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $32.5M $17.1M ▼ -47.4%
Year Plans Participants Total Assets
2022 1 3,401 $33M
2023 1 N/A $42M
2024 1 2,972 $17M

Nearby 401(k) Plans in Louisiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Allegiance Health Management Retirement Savings Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Allegiance Health Management Retirement Savings Plan, Total assets ($B): 0.041793498 · Participants: 0Allegiance Health Management Retirement Savings PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Allegiance Health Management Retirement Savings Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Allegiance Health Management Retirement Savings Plan side-by-side with 3 peers →

Allegiance Health Management Retirement Savings Plan's closest out-of-state 401(k) peers by assets

Outside Louisiana, the nearest 401(k) by end-of-year assets is Amf 401(k) Profit Sharing Plan in VA at $42M (this filing: $42M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allegiance Health Management Retirement Savings Plan assets move in 2023? ▼
Allegiance Health Management Retirement Savings Plan grew sharply - up 28.4% during 2023, from $33M to $42M. Reported net income was $9M.
How have Allegiance Health Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegiance Health Management, Inc.'s sponsor-wide assets declined 47.4%, from $33M to $17M.
Where does Allegiance Health Management Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allegiance Health Management Retirement Savings Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allegiance Health Management Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amf 401(k) Profit Sharing Plan in VA ($42M, 273 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470899588.

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.