401(k) · DOL Form 5500 · 2024

Allegiance Health Management, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
2,972
Participants Above avg headcount
67th
Percentile by assets National rank
$5,763
Avg per participant Low balance/head
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

$17M in assets, 2,972 participants

Allegiance Health Management, Inc.'s Allegiance Health Management Retirement Savings Plan reported $17M in total assets and 2,972 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,182 in Healthcare & Social Assistance (16,916 peers)

Coverage in Louisiana

Allegiance Health Management Retirement Savings Plan covers 2,972 participants in Louisiana, 6.0x the typical Louisiana plan (state average ~495 per filing). Assets: $17M.

#12,182
in Healthcare & Social Assistance (16,916 peers)
+62.4%
assets growth YoY

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 2024 · DOL Form 5500

$17,126,792 Top 33% higher than 67% 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

Allegiance Health Management Retirement Savings 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. Allegiance Health Management Retirement Savings Plan lands in the large band (2,972 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allegiance Health Management Retirement Savings Plan reported participants rose from N/A in the plan year 2023 filing to 2,972 in the plan year 2024 filing.
  • Allegiance Health Management Retirement Savings Plan end-of-year assets fell from $42M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Allegiance Health Management Retirement Savings Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470899588 · Allegiance Health Management, Inc. PY 2024 · 401(k)

Allegiance Health Management Retirement Savings Plan · $17M · 2,972 · 67th

  • BOOK $17M
  • BOOK 2,972
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Brightedge Technologies, Inc. 401(k) Plan
  • BOOK ind #12182

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

Allegiance Health Management Retirement Savings PlanAllegiance Health Management…$17MBrightedge Technologies, Inc. 401(k) PlanBrightedge Technologies, Inc…$17MAl Baumann Chevrolet Buick, Inc. 401(k) PlanAl Baumann Chevrolet Buick, …$17MMetaphase 401(k) Plan$17MTouton Holdings, Ltd 401(k) PlanTouton Holdings, Ltd 401(k) …$17M
End-of-year total assets ($M) among Allegiance Health Management Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$17M
Net Income$7M
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. 010000200003000040000 -202468 Total assets ($B) Participants Allegiance Health Management Retirement Savings Plan, Total assets ($B): 0.017126792 · Participants: 2972Allegiance Health Management Retirement Savings PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Allegiance Health Management Retirement Savings Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

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

Outside Louisiana, the nearest 401(k) by assets is Brightedge Technologies, Inc. 401(k) Plan in CA ($17M); by covered participants it is Guardian Pharmacy Services Management, LLC 401(k) Plan in GA (2,972 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,972 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 Allegiance Health Management Retirement Savings Plan assets move in 2024?
Allegiance Health Management Retirement Savings Plan surged - up 62.4% during 2024, from $11M to $17M. Reported net income was $7M.
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.
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 Brightedge Technologies, Inc. 401(k) Plan in CA ($17M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Allegiance Health Management Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Guardian Pharmacy Services Management, LLC 401(k) Plan in GA (2,972 participants, $154M in assets).