Other · DOL Form 5500 · 2022
Excela Health Retirement Plan
Data updated 2026-08-11
- $301M
- Total assets
- 4,307
- Participants
- 97th
- Percentile by assets
- $69,893
- Avg per participant
Official DOL plan name: Excela Health 403(b) Retirement Plan · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance
$301M in assets, 4,307 participants
Excela Health's Excela Health 403(b) Retirement Plan reported $301M in total assets and 4,307 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,490 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Excela Health 403(b) Retirement Plan covers 4,307 participants in Pennsylvania, 5.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $301M.
- $301M
- total plan assets (2022 EOY)
- 4,307
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $69,893
- avg assets per participant
The plan reported a net loss of $65M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Excela Health 403(b) Retirement Plan reports 4,307 participants - 5.2x that state average ($301M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $366M |
|---|---|
| Net Assets (End of Year) | $301M |
| Net Income | -$65M |
| Employer EIN | 251471089 |
| Plan Effective Date | 2006-01-01 |
| 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 Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Excela Health 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Similar-Sized Other Plans Nationally
Other plans in other states closest to Excela Health 403(b) Retirement Plan by total assets, not by location.
- Bard College/Simons Rock 403(b) Plan (NY) $302M · 1,067
- Lakeland Regional Medical Center 403(b) Plan (FL) $300M · 6,204
- Capital Health System Retirement Savings & Investment Plan (NJ) $302M · 5,079
- Skidmore 403(b) Retirement Plan (NY) $300M · 694
Frequently Asked Questions
How did Excela Health 403(b) Retirement Plan assets move in 2022? ▼
How have Excela Health plan assets changed over time? ▼
Where does Excela Health 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Excela Health 403(b) Retirement Plan? ▼
Next read for Excela Health 403(b) Retirement Plan
Filing takeaways
Ways to act on Excela Health 403(b) Retirement Plan's numbers.
- By total assets, Excela Health 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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