Employer · plans filed under one EIN
Allina Health System
Minneapolis, MN · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
4 retirement plans with 100 or more participants file Form 5500 under Allina Health System's employer identification number (Minneapolis, Minnesota). Their latest filings total 48,409 participant records and $5.07B in net assets.
The largest is Allina 401(k) Retirement Savings Plan, a 401(k) plan with 37,565 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $95.8M and participant contributions $220M in the latest plan years; benefits paid were $434M. Schedule C compensation reported to service provider organisations totalled $3.5M.
Combined net assets moved from $1.03B in 2009 to $5.07B in 2025 (up 391%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Allina 401(k) Retirement Savings Plan | 401(k) plan | 2025 | 37,565 | $4.11B | $109,535 | $3,362 | $3.0M |
| Allina 403(b) Retirement Savings Plan | 403(b) plan | 2025 | 9,684 | $913M | $94,246 | — | $376K |
| Defined Benefit Pension Plan of Courage Center | defined benefit pension plan | 2025 | 706 | $27.2M | $38,473 | — | $50K |
| Allina Health Pension Plan for Collectively Bargained Employees | cash balance pension plan | 2025 | 454 | $16.0M | $35,218 | — | $132K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 4 | 48,409 | $5.07B | $95.8M | $220M |
| 2024 | 4 | 49,151 | $4.48B | $93.1M | $205M |
| 2023 | 4 | 50,841 | $4.13B | $92.7M | $200M |
| 2022 | 4 | 50,503 | $3.56B | $83.9M | $184M |
| 2021 | 4 | 49,762 | $4.27B | $79.4M | $175M |
| 2020 | 4 | 49,723 | $3.81B | $63.7M | $163M |
| 2019 | 4 | 49,843 | $3.30B | $77.8M | $160M |
| 2018 | 4 | 50,433 | $2.75B | $76.3M | $148M |
| 2017 | 4 | 50,357 | $2.85B | $71.8M | $137M |
| 2016 | 4 | 49,715 | $2.45B | $68.5M | $126M |
| 2015 | 4 | 49,373 | $2.25B | $66.1M | $121M |
| 2014 | 4 | 48,806 | $2.20B | $61.1M | $110M |
| 2013 | 4 | 49,305 | $2.04B | $56.4M | $101M |
| 2012 | 2 | 47,103 | $1.52B | $52.1M | $94.2M |
| 2011 | 2 | 47,736 | $1.28B | $48.3M | $86.4M |
| 2010 | 2 | 44,535 | $1.23B | $46.3M | $80.3M |
| 2009 | 2 | 26,405 | $1.03B | $45.2M | $79.4M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Fidelity Investments Institutional | Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Participant loan processing | 2 | $1,990,687 |
| Promanage | Investment advisory (participants) | 2 | $1,093,460 |
| Fagre Drinker Biddle & Reath LLP | Legal | 2 | $171,158 |
| McGriff, a Marsh & McLennan Company | Actuarial; Consulting (pension) | 1 | $112,353 |
| Mercer Investments LLC | Investment advisory (plan) | 2 | $84,269 |
| Mutual of America Life Ins Co. | Actuarial; Claims processing; Recordkeeping and information management; Insurance agents and brokers | 1 | $49,772 |
| Truist Bank (Fka Branch Banking) | Trustee (bank, trust company, or similar financial institution) | 1 | $11,204 |
| OneDigital Investment Advisors LLC | Investment advisory (plan) | 1 | $8,250 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Allina Health System have?
4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Allina 401(k) Retirement Savings Plan, Allina 403(b) Retirement Savings Plan, Defined Benefit Pension Plan of Courage Center and Allina Health Pension Plan for Collectively Bargained Employees. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Allina Health System contribute to its plans?
$95,769,014 in employer contributions across these plans in their latest plan years, about $2,662 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Fidelity Investments Institutional, Promanage, Fagre Drinker Biddle & Reath LLP and McGriff, a Marsh & McLennan Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.