Defined Benefit (Pension) · DOL Form 5500 · 2024
Altru Health System Pension Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 1,282
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $65,179
- Avg per participant Low balance/head
Official DOL plan name: Altru Health System Cash Balance Plan · Sponsored by Altru Health System · North Dakota · Healthcare & Social Assistance
$84M in assets, 1,282 participants
Altru Health System's Altru Health System Cash Balance Plan reported $84M in total assets and 1,282 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,311 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Dakota
Altru Health System Cash Balance Plan covers 1,282 participants in North Dakota, 2.5x the typical North Dakota plan (state average ~504 per filing). Assets: $84M.
- #15,311
- in Healthcare & Social Assistance (16,916 peers)
- -9.2%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Altru Health System Cash Balance Plan's outsized position by total assets
Altru Health System Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$83,559,007 Top 11% higher than 89% 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
Altru Health System Cash Balance Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Altru Health System Cash Balance Plan lands in the large band (1,282 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Altru Health System Cash Balance Plan reported net income fell from -$4M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Altru Health System Cash Balance Plan reported participants fell from 1,417 in the plan year 2023 filing to 1,282 in the plan year 2024 filing.
- Altru Health System Cash Balance Plan end-of-year assets fell from $92M in the plan year 2023 filing to $84M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 450310462 · Altru Health System PY 2024 · Defined Benefit (Pension)
Altru Health System Cash Balance Plan · $84M · 1,282 · 89th
- PART $84M
- PART 1,282
- PART 89th
- PART Defined Benefit (Pension)
- PART near Connecticut Health Care Associates Pension Fund
- PART ind #15311
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 North Dakota →
Altru Health System Cash Balance Plan in the asset neighbourhood
North Dakota filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | -$6M |
| Employer EIN | 450310462 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Altru Health System)
Sponsor-wide plan assets over time
All Altru Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $579M 17.633668103054614% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,720 | $492M |
| 2023 | 2 | 4,449 | $548M |
| 2024 | 2 | 4,227 | $579M |
Nearby Defined Benefit (Pension) Plans in North Dakota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan $101M · 951
- Clark Equipment Company Retirement Plan (Plan 50) $101M · 125
- Mdu Resources Group, Inc. Pension Plan for Non-Bargaining Unit Employees $90M · 118
- Doosan Pension Plan Number One $55M · 410
- Mdu Resources Group, Inc. Pension Plan for Collective Bargaining Unit Employees $52M · 111
Altru Health System Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Dakota, the nearest Defined Benefit (Pension) by assets is Connecticut Health Care Associates Pension Fund in CT ($84M); by covered participants it is University of Notre Dame Employees' Pension Plan in IN (1,283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Connecticut Health Care Associates Pension Fund (CT) $84M · 388
- The Isuzu Companies' Retirement Plan (CA) $84M · 120
- Bricklayers & Allied Craftworkers Local No. 5 Pension Plan (NJ) $84M · 323
- 32bj Connecticut Pension Fund (NY) $84M · 1,710
Similar participant headcount
Nearest other-state filings by covered participants (1,282 participants); asset peers above are excluded.
- University of Notre Dame Employees' Pension Plan (IN) 1,283 · 1 off
- Lennox International Inc. 2008 Consolidated Pension Plan (TX) 1,280 · 2 off
- Sidley Austin LLP Retirement Plan (IL) 1,285 · 3 off
- Bremer Retirement Plan (MN) 1,286 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.