Defined Benefit (Pension) · DOL Form 5500 · 2022
Excellus Health Plan, Inc. Pension Plan
Data updated 2026-08-25
- $782M
- Total assets Above avg plan size
- 2,317
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $337,699
- Avg per participant High balance/head
Official DOL plan name: Excellus Retirement Plan · Sponsored by Excellus Health Plan, Inc. · New York · Finance & Insurance
$782M in assets, 2,317 participants
Excellus Health Plan, Inc.'s Excellus Retirement Plan reported $782M in total assets and 2,317 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,018 in Finance & Insurance (9,261 peers)
Coverage in New York
Excellus Retirement Plan covers 2,317 participants in New York, 2.9x the typical New York plan (state average ~798 per filing). Assets: $782M.
- #9,018
- in Finance & Insurance (9,261 peers)
- +36.7%
- assets growth YoY
- 7.9×
- vs typical plan assets (national mean)
Excellus Retirement Plan's outsized position by total assets
Excellus Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$782,449,256 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Excellus Retirement 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. Excellus Retirement Plan lands in the large band (2,317 participants).
Form 5500 schedule snapshot
Filing strip 150329043 · Excellus Health Plan, Inc. PY 2022 · Defined Benefit (Pension)
Excellus Retirement Plan · $782M · 2,317 · 99th
- ASSETS $782M
- PCT 2,317
- EIN 99th
- RANK Defined Benefit (Pension)
- PHOTO near Novo Nordisk Inc. Money Purchase Plan
- IND ind #9018
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 New York →
Excellus Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $573M |
|---|---|
| Net Assets (End of Year) | $782M |
| Net Income | $210M |
| Employer EIN | 150329043 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excellus Health Plan, Inc.)
Sponsor-wide plan assets over time
All Excellus Health Plan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 15.51474822210371% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,385 | $1.4B |
| 2023 | 3 | 6,417 | $1.5B |
| 2024 | 3 | 6,533 | $1.6B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Excellus Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Novo Nordisk Inc. Money Purchase Plan in NJ ($782M); by covered participants it is Nordson Corporation Salaried Employees Pension Plan in OH (2,317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($782M here).
- Novo Nordisk Inc. Money Purchase Plan (NJ) $782M · 4,794
- Permanente Physicians Retirement Plan for Mapmg (CA) $783M · 2,035
- The Goodyear Tire & Rubber Company Salaried Pension Plan (OH) $785M · 2,107
- Automotive Machinists Pension Plan (WA) $785M · 688
Similar participant headcount
Nearest other-state filings by covered participants (2,317 participants); asset peers above are excluded.
- Nordson Corporation Salaried Employees Pension Plan (OH) 2,317 · 0 off
- Motiva Pension Plan (TX) 2,312 · 5 off
- Pension Plan for Salaried Employees of Novartis Corporation (NJ) 2,325 · 8 off
- Plumbers' & Pipefitters' Local Union 562 Pension Fund (MO) 2,329 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.