Defined Benefit (Pension) · DOL Form 5500 · 2022
Excellus Health Plan, Inc. Pension Plan
Data updated 2026-08-11
- $782M
- Total assets
- 2,317
- Participants
- 99th
- Percentile by assets
- $337,699
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $782M
- total plan assets (2022 EOY)
- 2,317
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $337,699
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Excellus Retirement Plan reports 2,317 participants - 2.9x that state average ($782M EOY assets).
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.)
| 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.
Excellus Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Excellus Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Excellus Retirement Plan assets move in 2022? ▼
How have Excellus Health Plan, Inc. plan assets changed over time? ▼
Where does Excellus Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Excellus Retirement Plan? ▼
Next read for Excellus Retirement Plan
Filing takeaways
Ways to act on Excellus Retirement Plan's numbers.
- By total assets, Excellus Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Excellus Health Plan, Inc.'s sponsor-wide assets have grown 15.5% since 2022 across 3 plan years on file. More Finance & Insurance plans