401(k) · DOL Form 5500 · 2022

Amerihealth Caritas Services, LLC 401(k) Plan

Data updated 2026-08-25

$658M
Total assets Above avg plan size
7,400
Participants Very large workforce
98th
Percentile by assets National rank
$88,875
Avg per participant Below avg balance/head
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Official DOL plan name: Amerihealth Caritas 401(k) Plan · Sponsored by Amerihealth Caritas Services, LLC · Pennsylvania · Finance & Insurance

$658M in assets, 7,400 participants

Amerihealth Caritas Services, LLC's Amerihealth Caritas 401(k) Plan reported $658M in total assets and 7,400 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,968 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Amerihealth Caritas 401(k) Plan covers 7,400 participants in Pennsylvania, 9.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $658M.

#8,968
in Finance & Insurance (9,261 peers)
-7.9%
assets change YoY
6.6×
vs typical plan assets (national mean)

The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amerihealth Caritas 401(k) Plan's outsized position by total assets

Amerihealth Caritas 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$657,675,960 Top 2% higher than 98% of 139,123 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 2022

Amerihealth Caritas 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amerihealth Caritas 401(k) Plan lands in the large band (7,400 participants).

Published 5500 schedule card

Filing strip 455415725 · Amerihealth Caritas Services, LLC PY 2022 · 401(k)

Amerihealth Caritas 401(k) Plan · $658M · 7,400 · 98th

  • PART $658M
  • TYPE 7,400
  • NET 98th
  • BOOK 401(k)
  • VS-ST near Cbera Plan a
  • BOY ind #8968

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Amerihealth Caritas 401(k) Plan in the asset neighbourhood

Ralph Lauren Corporation 401(k) PlanRalph Lauren Corporation 401…$659MFisher Investments 401(k) PlanFisher Investments 401(k) Pl…$658MAmerihealth Caritas 401(k) PlanAmerihealth Caritas 401(k) P…$658MCbera Plan a$658MDonaldson Company, Inc. Retirement Savings and Employee Stock Ownership PlanDonaldson Company, Inc. Reti…$656M
End-of-year total assets ($M) among Amerihealth Caritas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$714M
Net Assets (End of Year)$658M
Net Income-$56M
Employer EIN455415725
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerihealth Caritas Services, LLC)

Sponsor-wide plan assets over time

All Amerihealth Caritas Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 38.615693712086255% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.82B $1.14B ▲ +39.0%
Year Plans Participants Total Assets
2022 2 8,910 $819M
2023 2 10,091 $1.0B
2024 2 11,383 $1.1B

Nearby 401(k) Plans in Pennsylvania

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

Amerihealth Caritas 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000120000 -505101520 Total assets ($B) Participants Amerihealth Caritas 401(k) Plan, Total assets ($B): 0.65767596 · Participants: 7400Amerihealth Caritas 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Amerihealth Caritas 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Amerihealth Caritas 401(k) Plan side-by-side with 3 peers →

Scale composition for Amerihealth Caritas 401(k) Plan

Amerihealth Caritas 401(k) Plan reports $658M in end-of-year assets across 7,400 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $88,875 per participant (64% of the national average assets-per-participant) . Net income for plan year 2022 was -$56M.

This plan identity (EIN 455415725, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $658M to $948M (+44.1%) while covered participants moved from 7,400 to 10,048 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,400 $658M This page
2023 8,680 $841M Open filing
2024 · index core 10,048 $948M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Amerihealth Caritas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cbera Plan a in MA ($658M); by covered participants it is Federal National Mortgage Association Retirement Savings Plan for Employees in DC (7,402 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($658M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,400 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Amerihealth Caritas 401(k) Plan assets move in 2022? ▼
Amerihealth Caritas 401(k) Plan pulled back noticeably - down 7.9% during 2022, from $714M to $658M. Reported net income was -$56M.
How have Amerihealth Caritas Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amerihealth Caritas Services, LLC's sponsor-wide assets grew 38.6%, from $819M to $1.1B.
Where does Amerihealth Caritas 401(k) Plan rank by assets among Form 5500 filers? ▼
Amerihealth Caritas 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Amerihealth Caritas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cbera Plan a in MA ($658M, 3,030 participants).
Which 401(k) plans cover a similar participant headcount to Amerihealth Caritas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Federal National Mortgage Association Retirement Savings Plan for Employees in DC (7,402 participants, $3.2B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455415725.

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.