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
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 EIN | 814193950 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apella Health Management, Inc.)
| 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
- 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
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.
- 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
Frequently Asked Questions
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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