401(k) · DOL Form 5500 · 2022
Amerihealth Caritas Services, LLC 401(k) Plan
Data updated 2026-08-11
- $658M
- Total assets
- 7,400
- Participants
- 98th
- Percentile by assets
- $88,875
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $658M
- total plan assets (2022 EOY)
- 7,400
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $88,875
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Amerihealth Caritas 401(k) Plan reports 7,400 participants - 9.0x that state average ($658M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $714M |
|---|---|
| Net Assets (End of Year) | $658M |
| Net Income | -$56M |
| Employer EIN | 455415725 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amerihealth Caritas Services, LLC)
| 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
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
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 (401(k), $948M, 10,048 participants)
- Amerihealth Caritas Pension Plan (Defined Benefit (Pension), $188M, 1,335 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Amerihealth Caritas 401(k) Plan by total assets, not by location.
- Cbera Plan a (MA) $658M · 3,030
- Fisher Investments 401(k) Plan (WA) $658M · 3,544
- Ralph Lauren Corporation 401(k) Plan (NJ) $659M · 10,384
- Donaldson Company, Inc. Retirement Savings and Employee Stock Ownership Plan (MN) $656M · 4,060
Frequently Asked Questions
How did Amerihealth Caritas 401(k) Plan assets move in 2022? ▼
How have Amerihealth Caritas Services, LLC plan assets changed over time? ▼
Where does Amerihealth Caritas 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Amerihealth Caritas 401(k) Plan? ▼
Next read for Amerihealth Caritas 401(k) Plan
Filing takeaways
Ways to act on Amerihealth Caritas 401(k) Plan's numbers.
- By total assets, Amerihealth Caritas 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Amerihealth Caritas Services, LLC's sponsor-wide assets have grown 38.6% since 2022 across 3 plan years on file. More Finance & Insurance plans