Defined Benefit (Pension) · DOL Form 5500 · 2022

Amerihealth Caritas Services, LLC Pension Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
1,510
Participants Near avg headcount
95th
Percentile by assets National rank
$106,910
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amerihealth Caritas Pension Plan · Sponsored by Amerihealth Caritas Services, LLC · Pennsylvania · Finance & Insurance

$161M in assets, 1,510 participants

Amerihealth Caritas Services, LLC's Amerihealth Caritas Pension Plan reported $161M in total assets and 1,510 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,469 in Finance & Insurance (9,261 peers)

Where Amerihealth Caritas Pension Plan sits by assets

Amerihealth Caritas Pension Plan sits in the top 5% of all filed plans by assets, $161M for 1,510 participants (~$106,910/participant), down 14.4% in 2022.

#8,469
in Finance & Insurance (9,261 peers)
-14.4%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amerihealth Caritas Pension Plan's outsized position by total assets

Amerihealth Caritas Pension Plan vs every filed plan by assets

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

$161,433,893 Top 5% higher than 95% 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 Pension 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 Pension Plan lands in the large band (1,510 participants).

Plan-year Form 5500 strip

Filing strip 455415725 · Amerihealth Caritas Services, LLC PY 2022 · Defined Benefit (Pension)

Amerihealth Caritas Pension Plan · $161M · 1,510 · 95th

  • VS-ST $161M
  • BOY 1,510
  • SCH 95th
  • EBSA Defined Benefit (Pension)
  • PART near Cf Industries Holdings, Inc. Pension Plan
  • TYPE ind #8469

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 Pension Plan in the asset neighbourhood

Teamsters Local 210 Affiliated Pension Trust FundTeamsters Local 210 Affiliat…$162MUnite Here Health Staff Pension PlanUnite Here Health Staff Pens…$161MAmerihealth Caritas Pension PlanAmerihealth Caritas Pension …$161MCf Industries Holdings, Inc. Pension PlanCf Industries Holdings, Inc.…$161MColumbia University Retirement Plan - Local 241, Transport Workers Union of AmericaColumbia University Retireme…$161M
End-of-year total assets ($M) among Amerihealth Caritas Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$189M
Net Assets (End of Year)$161M
Net Income-$27M
Employer EIN455415725
Plan Effective Date2001-01-01
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 Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Amerihealth Caritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Amerihealth Caritas Pension Plan, Total assets ($B): 0.161433893 · Participants: 1510Amerihealth Caritas Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Amerihealth Caritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Amerihealth Caritas Pension Plan side-by-side with 3 peers →

Amerihealth Caritas Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Cf Industries Holdings, Inc. Pension Plan in IL ($161M); by covered participants it is Northern California Tile Industry Defined Benefit Pension Plan in CA (1,511 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,510 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 Pension Plan assets move in 2022? ▼
Amerihealth Caritas Pension Plan pulled back noticeably - down 14.4% during 2022, from $189M to $161M. Reported net income was -$27M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Amerihealth Caritas Pension Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Amerihealth Caritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cf Industries Holdings, Inc. Pension Plan in IL ($161M, 1,989 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amerihealth Caritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Northern California Tile Industry Defined Benefit Pension Plan in CA (1,511 participants, $231M 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.