Defined Benefit (Pension) · DOL Form 5500 · 2022

Excela Health Pension Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
578
Participants Below avg headcount
94th
Percentile by assets National rank
$203,716
Avg per participant Above avg balance/head
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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.

  • #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.

#18,947
in Healthcare & Social Assistance (20,060 peers)
-30.9%
assets change YoY
1.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Defined Benefit Pension Plan for the Employees of Excela Health vs every filed plan by assets

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

$117,747,856 Top 6% higher than 94% 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

Defined Benefit Pension Plan for the Employees of Excela Health among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan for the Employees of Excela Health sits mid-pack in the medium band (578 participants).

Published 5500 schedule card

Filing strip 251471089 · Excela Health PY 2022 · Defined Benefit (Pension)

Defined Benefit Pension Plan for the Employees of Excela Health · $118M · 578 · 94th

  • EIN $118M
  • RANK 578
  • PHOTO 94th
  • IND Defined Benefit (Pension)
  • EOY near Hecla Mining Company Restated Retirement Plan
  • 5500 ind #18947

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Defined Benefit Pension Plan for the Employees of Excela Health in the asset neighbourhood

Defined Benefit Pension Plan for the Employees of Excela HealthDefined Benefit Pension Plan…$118MHecla Mining Company Restated Retirement PlanHecla Mining Company Restate…$118MBangor Hydro Electric Company Pension PlanBangor Hydro Electric Compan…$118MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$118MNewspaper and Mail Deliverers' Publishers' Pension FundNewspaper and Mail Deliverer…$118M
End-of-year total assets ($M) among Defined Benefit Pension Plan for the Employees of Excela Health and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$170M
Net Assets (End of Year)$117M
Net Income-$53M
Employer EIN251471089
Plan Effective Date1947-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excela Health)

Sponsor-wide plan assets over time

All Excela Health plans reported in each filing year

Latest sponsor-wide plan assets
$679M 20.13577411541711% vs 2022
2024 filing year
$550M$600M$650M$700M 202220232024 $565M $679M ▲ +20.1%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Defined Benefit Pension Plan for the Employees of Excela Health, Total assets ($B): 0.117747856 · Participants: 578Defined Benefit Pension Plan for the Employees of Excela HealthNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Defined Benefit Pension Plan for the Employees of Excela Health vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Defined Benefit Pension Plan for the Employees of Excela Health side-by-side with 3 peers →

Defined Benefit Pension Plan for the Employees of Excela Health's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Hecla Mining Company Restated Retirement Plan in ID ($118M); by covered participants it is First Community Credit Union Retirement Pension Plan in MO (578 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (578 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 Defined Benefit Pension Plan for the Employees of Excela Health assets move in 2022? ▼
Defined Benefit Pension Plan for the Employees of Excela Health contracted severely - down 30.9% during 2022, from $170M to $118M. Reported net income was -$53M.
How have Excela Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excela Health's sponsor-wide assets grew 20.1%, from $565M to $679M.
Where does Defined Benefit Pension Plan for the Employees of Excela Health rank by assets among Form 5500 filers? ▼
Defined Benefit Pension Plan for the Employees of Excela Health ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan for the Employees of Excela Health? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hecla Mining Company Restated Retirement Plan in ID ($118M, 466 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan for the Employees of Excela Health? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Community Credit Union Retirement Pension Plan in MO (578 participants, $53M 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 251471089.

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.