Defined Benefit (Pension) · DOL Form 5500 · 2022
Excela Health Pension Plan
Data updated 2026-08-11
- $118M
- Total assets
- 578
- Participants
- 94th
- Percentile by assets
- $203,716
- Avg per participant
Official DOL plan name: Defined Benefit Pension Plan for the Employees of Excela Health · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance
$118M in assets, 578 participants
Excela Health's Defined Benefit Pension Plan for the Employees of Excela Health reported $118M in total assets and 578 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)
- #18,947 in Healthcare & Social Assistance (20,060 peers)
Where Defined Benefit Pension Plan for the Employees of Excela Health sits by assets
Defined Benefit Pension Plan for the Employees of Excela Health sits in the top 10% of all filed plans by assets, $118M for 578 participants (~$203,716/participant), down 30.9% in 2022.
- $118M
- total plan assets (2022 EOY)
- 578
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $203,716
- avg assets per participant
The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Benefit Pension Plan for the Employees of Excela Health vs the 2022 asset distribution
By assets, Defined Benefit Pension Plan for the Employees of Excela Health 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) | $170M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | -$53M |
| Employer EIN | 251471089 |
| Plan Effective Date | 1947-04-01 |
| 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 Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Defined Benefit Pension Plan for the Employees of Excela Health vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Defined Benefit Pension Plan for the Employees of Excela Health by total assets, not by location.
Frequently Asked Questions
How did Defined Benefit Pension Plan for the Employees of Excela Health assets move in 2022? ▼
How have Excela Health plan assets changed over time? ▼
Where does Defined Benefit Pension Plan for the Employees of Excela Health rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan for the Employees of Excela Health? ▼
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Ways to act on Defined Benefit Pension Plan for the Employees of Excela Health's numbers.
- By total assets, Defined Benefit Pension Plan for the Employees of Excela Health ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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