401(k) · DOL Form 5500 · 2022
Ath Holding Company, LLC 401(k) Plan
Data updated 2026-08-06
- $9.5B
- Total assets
- 71,898
- Participants
- 100th
- Percentile by assets
- $131,685
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #9,253 in Finance & Insurance (9,267 peers)
Coverage in Indiana
Elevance Health 401(k) Plan covers 71,898 participants in Indiana, 129x the typical Indiana plan (state average ~555 per filing). Assets: $9.5B.
- $9.5B
- total plan assets (2022 EOY)
- 71,898
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $131,685
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 555 participants across 2,178 plans. Elevance Health 401(k) Plan reports 71,898 participants - 129x that state average ($9.5B EOY assets).
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)
| 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.
Elevance Health 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- 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 (0.081% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.080% of 89,805,449 covered participants) - about $131,685 per participant (96% 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Elevance Health 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Elevance Health 401(k) Plan assets move in 2022? ▼
How have Ath Holding Company, LLC plan assets changed over time? ▼
Where does Elevance Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Elevance Health 401(k) Plan? ▼
Next read for Elevance Health 401(k) Plan
Filing takeaways
Ways to act on Elevance Health 401(k) Plan's numbers.
- By total assets, Elevance Health 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Ath Holding Company, LLC's sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Finance & Insurance plans