Defined Benefit (Pension) · DOL Form 5500 · 2024
Henry Ford Allegiance Health Pension Plan
Data updated 2026-08-25
- $333M
- Total assets Above avg plan size
- 5,863
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $56,775
- Avg per participant Low balance/head
Official DOL plan name: Henry Ford Health System Allegiance Combined Pension Plan · Sponsored by Henry Ford Allegiance Health · Michigan · Healthcare & Social Assistance
$333M in assets, 5,863 participants
Henry Ford Allegiance Health's Henry Ford Health System Allegiance Combined Pension Plan reported $333M in total assets and 5,863 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,294 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Henry Ford Health System Allegiance Combined Pension Plan covers 5,863 participants in Michigan, 9.2x the typical Michigan plan (state average ~638 per filing). Assets: $333M.
- #16,294
- in Healthcare & Social Assistance (16,916 peers)
- +1.3%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Henry Ford Health System Allegiance Combined Pension Plan's outsized position by total assets
Henry Ford Health System Allegiance Combined Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$332,872,005 Top 4% higher than 96% 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 Allegiance Combined Pension 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. Henry Ford Health System Allegiance Combined Pension Plan lands in the large band (5,863 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Henry Ford Health System Allegiance Combined Pension Plan reported net income fell from $11M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Henry Ford Health System Allegiance Combined Pension Plan reported participants fell from 6,352 in the plan year 2023 filing to 5,863 in the plan year 2024 filing.
- Henry Ford Health System Allegiance Combined Pension Plan end-of-year assets rose from $329M in the plan year 2023 filing to $333M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 382027689 · Henry Ford Allegiance Health PY 2024 · Defined Benefit (Pension)
Henry Ford Health System Allegiance Combined Pension Plan · $333M · 5,863 · 96th
- RANK $333M
- RANK 5,863
- RANK 96th
- RANK Defined Benefit (Pension)
- RANK near Retirement Income Plan for Selective Insurance Company of America
- RANK ind #16294
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 Allegiance Combined Pension Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $329M |
|---|---|
| Net Assets (End of Year) | $333M |
| Net Income | $4M |
| Employer EIN | 382027689 |
| Plan Effective Date | 1963-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry Ford Allegiance Health)
Sponsor-wide plan assets over time
All Henry Ford Allegiance Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $333M 4.632727476598081% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,893 | $318M |
| 2023 | 1 | 6,352 | $329M |
| 2024 | 1 | 5,863 | $333M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
- Ford Motor Company UAW Retirement Plan $17.8B · 25,742
- Ford Motor Company General Retirement Plan $12.1B · 8,585
- Dow Employees' Pension Plan $10.9B · 6,888
- Fca US LLC UAW Pension Agreement $10.3B · 12,752
Scale composition for Henry Ford Health System Allegiance Combined Pension Plan
Henry Ford Health System Allegiance Combined Pension Plan reports $333M in end-of-year assets across 5,863 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $56,775 per participant (41% of the national average assets-per-participant) . Net income for plan year 2024 was $4M.
This plan identity (EIN 382027689, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $318M to $333M (+4.6%) while covered participants moved from 6,893 to 5,863 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,893 | $318M | Open filing |
| 2023 | 6,352 | $329M | Open filing |
| 2024 · index core | 5,863 | $333M | This page |
Henry Ford Health System Allegiance Combined Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Selective Insurance Company of America in NJ ($333M); by covered participants it is Rwjbarnabas Health Retirement Income Plan in NJ (5,841 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($333M here).
- Retirement Income Plan for Selective Insurance Company of America (NJ) $333M · 461
- Protective Life Corporation Pension Plan (AL) $332M · 3,289
- Everest Reinsurance Retirement Plan (NJ) $332M · 215
- Columbia Energy Group Pension Plan (IN) $334M · 1,103
Similar participant headcount
Nearest other-state filings by covered participants (5,863 participants); asset peers above are excluded.
- Rwjbarnabas Health Retirement Income Plan (NJ) 5,841 · 22 off
- GE Energy Pension Plan (NY) 5,829 · 34 off
- Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan (GA) 5,814 · 49 off
- Usg Corporation Retirement Plan (IL) 5,930 · 67 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.