401(k) · DOL Form 5500 · 2022
Ath Holding Company, LLC 401(k) Plan
Data updated 2026-08-25
- $9.5B
- Total assets Very large vs avg
- 71,898
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $131,685
- Avg per participant Near avg balance/head
Official DOL plan name: Elevance Health 401(k) Plan · Sponsored by Ath Holding Company, LLC · Indiana · Finance & Insurance
$9.5B in assets, 71,898 participants
Ath Holding Company, LLC's Elevance Health 401(k) Plan reported $9.5B in total assets and 71,898 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #9,247 in Finance & Insurance (9,261 peers)
Coverage in Indiana
Elevance Health 401(k) Plan covers 71,898 participants in Indiana, 133x the typical Indiana plan (state average ~541 per filing). Assets: $9.5B.
- #9,247
- in Finance & Insurance (9,261 peers)
- -14.7%
- assets change YoY
- 95×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.6B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elevance Health 401(k) Plan's outsized position by total assets
Elevance Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,467,911,456 Highest reported value at or above every one 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
Elevance Health 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elevance Health 401(k) Plan is a mega filing (71,898 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 113713086 · Ath Holding Company, LLC PY 2022 · 401(k)
Elevance Health 401(k) Plan · $9.5B · 71,898 · 100th
- ASSETS $9.5B
- ASSETS 71,898
- ASSETS 100th
- ASSETS 401(k)
- ASSETS near Deloitte Profit Sharing Plan
- ASSETS ind #9247
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 Finance & Insurance retirement plans → · Plans in Indiana →
Elevance Health 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $11.1B |
|---|---|
| Net Assets (End of Year) | $9.5B |
| Net Income | -$1.6B |
| Employer EIN | 113713086 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ath Holding Company, LLC)
Sponsor-wide plan assets over time
All Ath Holding Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13.8B 23.78490471938838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 81,321 | $11.2B |
| 2023 | 3 | 85,439 | $12.8B |
| 2024 | 3 | 81,191 | $13.8B |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
- Nisource Inc Retirement Savings Plan $1.5B · 7,561
Scale composition for Elevance Health 401(k) Plan
Elevance Health 401(k) Plan reports $9.5B in end-of-year assets across 71,898 participants (0.077% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.077% of 93,925,755 covered participants) - about $131,685 per participant (95% of the national average assets-per-participant) . Net income for plan year 2022 was -$1.6B.
This plan identity (EIN 113713086, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.5B to $12.1B (+27.9%) while covered participants moved from 71,898 to 73,120 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 71,898 | $9.5B | This page |
| 2023 | 76,590 | $11.0B | Open filing |
| 2024 · index core | 73,120 | $12.1B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Elevance Health 401(k) Plan (401(k), $12.1B, 73,120 participants)
- Elevance Health Cash Balance Plan a (Defined Benefit (Pension), $1.2B, 7,552 participants)
- Elevance Health Cash Balance Plan B (Defined Benefit (Pension), $501M, 519 participants)
Elevance Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Deloitte Profit Sharing Plan in NY ($9.5B); by covered participants it is Delta 401(k) Retirement Plan in GA (72,820 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.5B here).
- Deloitte Profit Sharing Plan (NY) $9.5B · 6,143
- Shell Provident Fund (TX) $9.5B · 12,948
- Duke Energy Retirement Savings Plan (NC) $9.4B · 27,731
- Disney Savings and Investment Plan (CA) $9.6B · 45,639
Similar participant headcount
Nearest other-state filings by covered participants (71,898 participants); asset peers above are excluded.
- Delta 401(k) Retirement Plan (GA) 72,820 · 922 off
- Source 4 Solutions LLC 401(k) Profit Sharing Plan & Trust (TN) 73,457 · 1,559 off
- Citi Retirement Savings Plan (CT) 70,070 · 1,828 off
- Advocate Aurora Health 401(k) Plan (IL) 73,838 · 1,940 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.