401(k) · DOL Form 5500 · 2022

Apella Health Management, Inc. 401(k) Plan

Data updated 2026-08-11

$87M
Total assets
4,965
Participants
92nd
Percentile by assets
$17,598
Avg per participant
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Official DOL plan name: Apella Health Management, Inc. Retirement Savings Plan · Sponsored by Apella Health Management, Inc. · South Carolina · Other Services

$87M in assets, 4,965 participants

Apella Health Management, Inc.'s Apella Health Management, Inc. Retirement Savings Plan reported $87M in total assets and 4,965 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,151 in Other Services (8,398 peers)

Coverage in South Carolina

Apella Health Management, Inc. Retirement Savings Plan covers 4,965 participants in South Carolina, 13x the typical South Carolina plan (state average ~369 per filing). Assets: $87M.

$87M
total plan assets (2022 EOY)
4,965
covered participants
92nd
percentile by assets (of 139,126 plans)
$17,598
avg assets per participant

Participants vs South Carolina filers

In South Carolina, the average filing covers about 369 participants across 1,490 plans. Apella Health Management, Inc. Retirement Savings Plan reports 4,965 participants - 13x that state average ($87M EOY assets).

South Carolina filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$87M
Net Income$3M
Employer EIN814193950
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apella Health Management, Inc.)

$50M$100M$150M$200M 202220232024 $87.4M $168M ▲ +91.8%
Total plan assets by year, all Apella Health Management, Inc. plans on file
Year Plans Participants Total Assets
2022 1 4,965 $87M
2023 1 5,635 $127M
2024 1 6,429 $168M

Nearby 401(k) Plans in South Carolina

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

Apella Health Management, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Apella Health Management, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 40006000800010000120001400016000 -101234 Total assets ($B) Participants Apella Health Manage…Michelin 401(k) Savi…The Savannah River N…Sonoco Retirement & …The Milliken Retirem…Blue Cross Blue Shie…
Apella Health Management, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apella Health Management, Inc. Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Apella Health Management, Inc. Retirement Savings Plan assets move in 2022?
Apella Health Management, Inc. Retirement Savings Plan edged up modestly - up 3.4% during 2022, from $84M to $87M. Reported net income was $3M.
How have Apella Health Management, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Apella Health Management, Inc.'s sponsor-wide assets grew 91.8%, from $87M to $168M.
Where does Apella Health Management, Inc. Retirement Savings Plan rank by assets among Form 5500 filers?
Apella Health Management, Inc. Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Apella Health Management, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Primeline Utility Services, LLC 401(k) Plan in WA ($87M, 2,481 participants).

Next read for Apella Health Management, Inc. Retiremen…

Filing takeaways

Ways to act on Apella Health Management, Inc. Retirement Savings Plan's numbers.

  • By total assets, Apella Health Management, Inc. Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans
  • Apella Health Management, Inc.'s sponsor-wide assets have grown 91.8% since 2022 across 3 plan years on file. More Other Services plans