Other · DOL Form 5500 · 2022
Excela Health Retirement Plan
Data updated 2026-08-25
- $301M
- Total assets Above avg plan size
- 4,307
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $69,893
- Avg per participant Below avg balance/head
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.
- #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.
- #19,490
- in Healthcare & Social Assistance (20,060 peers)
- -17.8%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
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.
Excela Health 403(b) Retirement Plan's outsized position by total assets
Excela Health 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$301,030,758 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Excela Health 403(b) Retirement 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. Excela Health 403(b) Retirement Plan lands in the large band (4,307 participants).
Published 5500 schedule card
Filing strip 251471089 · Excela Health PY 2022 · Other
Excela Health 403(b) Retirement Plan · $301M · 4,307 · 97th
- BOY $301M
- BOY 4,307
- BOY 97th
- BOY Other
- BOY near Bard College/Simons Rock 403(b) Plan
- BOY ind #19490
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 →
Excela Health 403(b) Retirement Plan in the asset neighbourhood
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)
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
| 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.
- 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
Excela Health 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Bard College/Simons Rock 403(b) Plan in NY ($302M); by covered participants it is Oklahoma Iron Workers Direct Contribution Plan and Trust in TX (4,301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($301M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,307 participants); asset peers above are excluded.
- Oklahoma Iron Workers Direct Contribution Plan and Trust (TX) 4,301 · 6 off
- Torrance Health Association 403(b) Plan (CA) 4,327 · 20 off
- University Health 403(b) Plan (MO) 4,280 · 27 off
- Appalachian Regional Healthcare, Inc. Thrift Plan (KY) 4,334 · 27 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.