401(k) · DOL Form 5500 · 2022

Excela Health 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
1,076
Participants Near avg headcount
94th
Percentile by assets National rank
$113,813
Avg per participant Below avg balance/head
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Official DOL plan name: Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance

$122M in assets, 1,076 participants

Excela Health's Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies reported $122M in total assets and 1,076 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #18,986 in Healthcare & Social Assistance (20,060 peers)

Where Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies sits by assets

Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies sits in the top 10% of all filed plans by assets, $122M for 1,076 participants (~$113,813/participant), down 14.4% in 2022.

#18,986
in Healthcare & Social Assistance (20,060 peers)
-14.4%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies's outsized position by total assets

Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$122,462,410 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies'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. Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies lands in the large band (1,076 participants).

EBSA filing schedule strip

Filing strip 251471089 · Excela Health PY 2022 · 401(k)

Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies · $122M · 1,076 · 94th

  • EBSA $122M
  • EBSA 1,076
  • EBSA 94th
  • EBSA 401(k)
  • EBSA near Eversana 401(k) Plan
  • EBSA ind #18986

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies in the asset neighbourhood

Clarion Partners, LLC 401(k) Profit Sharing PlanClarion Partners, LLC 401(k)…$122MNorthshore Mining Company and Silver Bay Power Company Retirement Savings PlanNorthshore Mining Company an…$122MDefined Contribution Retirement Plan for the Employees of Excela Health Holding CompaniesDefined Contribution Retirem…$122MEversana 401(k) Plan$122MAnesthesiology Services Network, Ltd. 401(k) Profit SharingAnesthesiology Services Netw…$122M
End-of-year total assets ($M) among Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$122M
Net Income-$21M
Employer EIN251471089
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excela Health)

Sponsor-wide plan assets over time

All Excela Health plans reported in each filing year

Latest sponsor-wide plan assets
$679M 20.13577411541711% vs 2022
2024 filing year
$550M$600M$650M$700M 202220232024 $565M $679M ▲ +20.1%
Year Plans Participants Total Assets
2022 4 6,467 $565M
2023 4 6,088 $632M
2024 4 5,777 $679M

Nearby 401(k) Plans in Pennsylvania

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

Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies, Total assets ($B): 0.12246241 · Participants: 1076Defined Contribution Retirement Plan for the Employees of Excela Health Holding CompaniesComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies side-by-side with 3 peers →

Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Eversana 401(k) Plan in WI ($122M); by covered participants it is Host Healthcare 401(k) Plan in CA (1,076 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,076 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies assets move in 2022? ▼
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies pulled back noticeably - down 14.4% during 2022, from $143M to $122M. Reported net income was -$21M.
How have Excela Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excela Health's sponsor-wide assets grew 20.1%, from $565M to $679M.
Where does Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies rank by assets among Form 5500 filers? ▼
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies ranks in the 94th 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 Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies? ▼
Among 401(k) plans in other states, the closest by assets is Eversana 401(k) Plan in WI ($122M, 2,006 participants).
Which 401(k) plans cover a similar participant headcount to Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies? ▼
Among 401(k) plans in other states, the closest by covered participants is Host Healthcare 401(k) Plan in CA (1,076 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251471089.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.