401(k) · DOL Form 5500 · 2022
Excela Health 401(k) Plan
Data updated 2026-08-11
- $122M
- Total assets
- 1,076
- Participants
- 94th
- Percentile by assets
- $113,813
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $122M
- total plan assets (2022 EOY)
- 1,076
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $113,813
- avg assets per participant
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.
Where Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies sits 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
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 vs the 2022 asset distribution
By assets, Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | -$21M |
| Employer EIN | 251471089 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excela Health)
| 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
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies by total assets, not by location.
Frequently Asked Questions
How did Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies assets move in 2022? ▼
How have Excela Health plan assets changed over time? ▼
Where does Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies? ▼
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Scale reading
Ways to act on Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies's numbers.
- By total assets, Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies 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 Pennsylvania. Compare plans
- Excela Health's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans