401(k) · DOL Form 5500 · 2022
Apella Health Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 4,965
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $17,598
- Avg per participant Low balance/head
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.
- #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.
- #8,151
- in Other Services (8,398 peers)
- +3.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Apella Health Management, Inc. Retirement Savings Plan's outsized position by total assets
Apella Health Management, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$87,373,619 Top 8% higher than 92% 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
Apella Health Management, Inc. Retirement Savings 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. Apella Health Management, Inc. Retirement Savings Plan lands in the large band (4,965 participants).
EBSA filing schedule strip
Filing strip 814193950 · Apella Health Management, Inc. PY 2022 · 401(k)
Apella Health Management, Inc. Retirement Savings Plan · $87M · 4,965 · 92nd
- 5500 $87M
- ASSETS 4,965
- PCT 92nd
- EIN 401(k)
- RANK near Primeline Utility Services, LLC 401(k) Plan
- PHOTO ind #8151
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 Other Services retirement plans → · Plans in South Carolina →
Apella Health Management, Inc. Retirement Savings Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $3M |
| Employer EIN | 814193950 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apella Health Management, Inc.)
Sponsor-wide plan assets over time
All Apella Health Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 91.83580572529564% vs 2022
- 2024 filing year
| 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.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Apella Health Management, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Primeline Utility Services, LLC 401(k) Plan in WA ($87M); by covered participants it is Chs Therapy, LLC 401(k) Plan in OH (4,965 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- Primeline Utility Services, LLC 401(k) Plan (WA) $87M · 2,481
- York Building Products Co. Inc. Profit Sharing Plan and Trust (PA) $87M · 349
- Martinrea Industries, Inc. Employee Savings and Investment Plan (MI) $87M · 3,096
- American Israel Public Affairs Committee 401(k) Profit Sharing Plan (DC) $87M · 323
Similar participant headcount
Nearest other-state filings by covered participants (4,965 participants); asset peers above are excluded.
- Chs Therapy, LLC 401(k) Plan (OH) 4,965 · 0 off
- Intelycare 401(k) Plan (MA) 4,964 · 1 off
- Prysmian Group 401(k) Plan (KY) 4,968 · 3 off
- Swissport North America Holdings, Inc. (NC) 4,962 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.