401(k) · DOL Form 5500 · 2022

Excellus Health Plan Inc. 401(k) Plan

Data updated 2026-08-25

$619M
Total assets Above avg plan size
4,068
Participants Above avg headcount
98th
Percentile by assets National rank
$152,091
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excellus 401(k) Plan · Sponsored by Excellus Health Plan Inc. · New York · Finance & Insurance

$619M in assets, 4,068 participants

Excellus Health Plan Inc.'s Excellus 401(k) Plan reported $619M in total assets and 4,068 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,955 in Finance & Insurance (9,261 peers)

Coverage in New York

Excellus 401(k) Plan covers 4,068 participants in New York, 5.1x the typical New York plan (state average ~798 per filing). Assets: $619M.

#8,955
in Finance & Insurance (9,261 peers)
-17.4%
assets change YoY
6.2×
vs typical plan assets (national mean)

The plan reported a net loss of $130M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excellus 401(k) Plan's outsized position by total assets

Excellus 401(k) Plan vs every filed plan by assets

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

$618,705,870 Top 2% higher than 98% 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

Excellus 401(k) Plan'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. Excellus 401(k) Plan lands in the large band (4,068 participants).

Form 5500 schedule snapshot

Filing strip 150329043 · Excellus Health Plan Inc. PY 2022 · 401(k)

Excellus 401(k) Plan · $619M · 4,068 · 98th

  • RANK $619M
  • PHOTO 4,068
  • IND 98th
  • EOY 401(k)
  • 5500 near Its USA Retirement Savings Plan
  • ASSETS ind #8955

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 New York →

Excellus 401(k) Plan in the asset neighbourhood

Parexel International Corporation 401(k) Retirement Savings PlanParexel International Corpor…$620MFrontier Airlines, Inc. 401(k) Retirement PlanFrontier Airlines, Inc. 401(…$620MExcellus 401(k) Plan$619MIts USA Retirement Savings PlanIts USA Retirement Savings P…$618ML.L. Bean 401(k) Retirement Savings PlanL.L. Bean 401(k) Retirement …$617M
End-of-year total assets ($M) among Excellus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$749M
Net Assets (End of Year)$619M
Net Income-$130M
Employer EIN150329043
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excellus Health Plan Inc.)

Sponsor-wide plan assets over time

All Excellus Health Plan Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 15.51474822210371% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.4B $1.62B ▲ +15.7%
Year Plans Participants Total Assets
2022 3 6,385 $1.4B
2023 3 6,417 $1.5B
2024 3 6,533 $1.6B

Nearby 401(k) Plans in New York

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

Excellus 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Excellus 401(k) Plan, Total assets ($B): 0.61870587 · Participants: 4068Excellus 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Excellus 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Excellus 401(k) Plan side-by-side with 3 peers →

Excellus 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Its USA Retirement Savings Plan in TX ($618M); by covered participants it is Autoliv Asp, Inc. Employee Savings and Investment Plan in UT (4,068 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($619M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,068 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 Excellus 401(k) Plan assets move in 2022? ▼
Excellus 401(k) Plan declined sharply - down 17.4% during 2022, from $749M to $619M. Reported net income was -$130M.
How have Excellus Health Plan Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excellus Health Plan Inc.'s sponsor-wide assets grew 15.5%, from $1.4B to $1.6B.
Where does Excellus 401(k) Plan rank by assets among Form 5500 filers? ▼
Excellus 401(k) Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Excellus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Its USA Retirement Savings Plan in TX ($618M, 6,389 participants).
Which 401(k) plans cover a similar participant headcount to Excellus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autoliv Asp, Inc. Employee Savings and Investment Plan in UT (4,068 participants, $588M 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 150329043.

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.