Defined Benefit (Pension) · DOL Form 5500 · 2022

Excela Health Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
506
Participants Below avg headcount
80th
Percentile by assets National rank
$47,500
Avg per participant Low balance/head
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Official DOL plan name: Excela Health Pension Plan · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance

$24M in assets, 506 participants

Excela Health's Excela Health Pension Plan reported $24M in total assets and 506 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,642 in Healthcare & Social Assistance (20,060 peers)

Where Excela Health Pension Plan sits by assets

Excela Health Pension Plan sits in the top quartile of all filed plans by assets, $24M for 506 participants (~$47,500/participant), down 28.9% in 2022.

#16,642
in Healthcare & Social Assistance (20,060 peers)
-28.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excela Health Pension Plan's outsized position by total assets

Excela Health Pension Plan vs every filed plan by assets

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

$24,035,058 Top 20% higher than 80% 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

Excela Health Pension Plan 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. Excela Health Pension Plan sits mid-pack in the medium band (506 participants).

Published 5500 schedule card

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

Excela Health Pension Plan · $24M · 506 · 80th

  • IND $24M
  • IND 506
  • IND 80th
  • IND Defined Benefit (Pension)
  • IND near Ingevity Corporation Retirement Plan for Bargained Hourly Employees
  • IND ind #16642

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 Pension Plan in the asset neighbourhood

Research Corporation Technologies, Inc. Employees' Pension PlanResearch Corporation Technol…$24MExcela Health Pension Plan$24MIngevity Corporation Retirement Plan for Bargained Hourly EmployeesIngevity Corporation Retirem…$24MCincinnati Incorporated Employees' Retirement Pension PlanCincinnati Incorporated Empl…$24MMotion Pic. Lab. Techs and Film Editors Local 780 Pension FundMotion Pic. Lab. Techs and F…$24M
End-of-year total assets ($M) among Excela Health Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$24M
Net Income-$10M
Employer EIN251471089
Plan Effective Date2017-01-01
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.

Excela Health Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Excela Health Pension Plan, Total assets ($B): 0.024035058 · Participants: 506Excela Health Pension PlanNational 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
Excela Health Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Excela Health Pension Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Ingevity Corporation Retirement Plan for Bargained Hourly Employees in SC ($24M); by covered participants it is Western Glaziers Retirement Plan in OR (506 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (506 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 Excela Health Pension Plan assets move in 2022? ▼
Excela Health Pension Plan declined sharply - down 28.9% during 2022, from $34M to $24M. Reported net income was -$10M.
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 Excela Health Pension Plan rank by assets among Form 5500 filers? ▼
Excela Health Pension Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Excela Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ingevity Corporation Retirement Plan for Bargained Hourly Employees in SC ($24M, 342 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excela Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Western Glaziers Retirement Plan in OR (506 participants, $183M 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.