EXCELA HEALTH PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
EXCELA HEALTH
This Defined Benefit (Pension) plan holds $24M in total assets and serves 506 participants as of 2022. It is sponsored by EXCELA HEALTH in Pennsylvania. The plan reported a net loss of $10M for the year.
What the Filing Says About EXCELA HEALTH PENSION PLAN
EXCELA HEALTH PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by EXCELA HEALTH, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 506 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 251471089, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $34M at the beginning of 2022 to $24M at year-end — a decline of 28.9%. Net assets (after liabilities) closed the year at $24M, with reported net income of $-9,759,196 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $34M |
| Total Assets (End of Year) | $24M |
| Net Assets (End of Year) | $24M |
| Net Income | $-9,759,196 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 251471089 |
| Plan Effective Date | 2017-01-01 |
| 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 Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- STEELWORKERS PENSION TRUST $6.6B · 47,052
- THE PNC FINANCIAL SERVICES GROUP, INC. PENSION PLAN $5.6B · 63,680
- CONSTELLATION RETIREMENT PROGRAM $5.3B · 5,080
- THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN $5.3B · 7,374
- UNITED STATES STEEL CORPORATION PLAN FOR EMPLOYEE PENSION BENEFITS (REVISION OF 2003) $4.3B · 3,317
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Frequently Asked Questions
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What type of plan is EXCELA HEALTH PENSION PLAN? ▼
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.