401(k) · DOL Form 5500 · 2022
Excellus Health Plan Inc. 401(k) Plan
Data updated 2026-08-06
- $619M
- Total assets
- 4,068
- Participants
- 98th
- Percentile by assets
- $152,091
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #8,961 in Finance & Insurance (9,267 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 ~795 per filing). Assets: $619M.
- $619M
- total plan assets (2022 EOY)
- 4,068
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $152,091
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Excellus 401(k) Plan reports 4,068 participants - 5.1x that state average ($619M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $749M |
|---|---|
| Net Assets (End of Year) | $619M |
| Net Income | -$130M |
| Employer EIN | 150329043 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excellus Health Plan Inc.)
| 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
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Excellus 401(k) Plan by total assets, not by location.
- Its USA Retirement Savings Plan (TX) $618M · 6,389
- Frontier Airlines, Inc. 401(k) Retirement Plan (CO) $620M · 5,417
- L.L. Bean 401(k) Retirement Savings Plan (ME) $617M · 7,122
- Parexel International Corporation 401(k) Retirement Savings Plan (MA) $620M · 4,707
Frequently Asked Questions
How did Excellus 401(k) Plan assets move in 2022? ▼
How have Excellus Health Plan Inc. plan assets changed over time? ▼
Where does Excellus 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Excellus 401(k) Plan? ▼
Next read for Excellus 401(k) Plan
Filing takeaways
Ways to act on Excellus 401(k) Plan's numbers.
- By total assets, Excellus 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Excellus Health Plan Inc.'s sponsor-wide assets have grown 15.5% since 2022 across 3 plan years on file. More Finance & Insurance plans