Defined Benefit (Pension) · DOL Form 5500 · 2022

Ath Holding Company LLC Pension Plan

Data updated 2026-08-25

$497M
Total assets Above avg plan size
773
Participants Near avg headcount
98th
Percentile by assets National rank
$642,585
Avg per participant High balance/head
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Official DOL plan name: Elevance Health Cash Balance Plan B · Sponsored by Ath Holding Company LLC · Indiana · Finance & Insurance

$497M in assets, 773 participants

Ath Holding Company LLC's Elevance Health Cash Balance Plan B reported $497M in total assets and 773 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,902 in Finance & Insurance (9,261 peers)

Where Elevance Health Cash Balance Plan B sits by assets

Elevance Health Cash Balance Plan B sits in the top 5% of all filed plans by assets, $497M for 773 participants (~$642,585/participant), down 21.3% in 2022.

#8,902
in Finance & Insurance (9,261 peers)
-21.3%
assets change YoY
5.0×
vs typical plan assets (national mean)

The plan reported a net loss of $134M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elevance Health Cash Balance Plan B's outsized position by total assets

Elevance Health Cash Balance Plan B vs every filed plan by assets

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

$496,717,987 Top 2% higher than 98% 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

Elevance Health Cash Balance Plan B 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. Elevance Health Cash Balance Plan B sits mid-pack in the medium band (773 participants).

EBSA filing schedule strip

Filing strip 113713086 · Ath Holding Company LLC PY 2022 · Defined Benefit (Pension)

Elevance Health Cash Balance Plan B · $497M · 773 · 98th

  • ASSETS $497M
  • PCT 773
  • EIN 98th
  • RANK Defined Benefit (Pension)
  • PHOTO near IBEW Local 595 Pension Plan
  • IND ind #8902

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 Finance & Insurance retirement plans → · Plans in Indiana →

Elevance Health Cash Balance Plan B in the asset neighbourhood

Ppg Industries, Inc. Retirement Plan FPpg Industries, Inc. Retirem…$498M1199seiu Home Care Employees Pension Fund1199seiu Home Care Employees…$498MDiscover Financial Services Pension PlanDiscover Financial Services …$497MIBEW Local 595 Pension Plan$497MElevance Health Cash Balance Plan BElevance Health Cash Balance…$497M
End-of-year total assets ($M) among Elevance Health Cash Balance Plan B and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$631M
Net Assets (End of Year)$497M
Net Income-$134M
Employer EIN113713086
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ath Holding Company LLC)

Sponsor-wide plan assets over time

All Ath Holding Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13.8B 23.78490471938838% vs 2022
2024 filing year
$10B$11B$12B$13B$14B$15B 202220232024 $11.2B $13.9B ▲ +23.8%
Year Plans Participants Total Assets
2022 3 81,321 $11.2B
2023 3 85,439 $12.8B
2024 3 81,191 $13.8B

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Elevance Health Cash Balance Plan B vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Elevance Health Cash Balance Plan B, Total assets ($B): 0.496717987 · Participants: 773Elevance Health Cash Balance Plan BThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Elevance Health Cash Balance Plan B vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Elevance Health Cash Balance Plan B side-by-side with 3 peers →

Elevance Health Cash Balance Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is IBEW Local 595 Pension Plan in CA ($497M); by covered participants it is Pension Plan of Newmont in CO (773 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($497M here).

Similar participant headcount

Nearest other-state filings by covered participants (773 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 Elevance Health Cash Balance Plan B assets move in 2022? ▼
Elevance Health Cash Balance Plan B declined sharply - down 21.3% during 2022, from $631M to $497M. Reported net income was -$134M.
How have Ath Holding Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ath Holding Company LLC's sponsor-wide assets grew 23.8%, from $11.2B to $13.8B.
Where does Elevance Health Cash Balance Plan B rank by assets among Form 5500 filers? ▼
Elevance Health Cash Balance Plan B ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Elevance Health Cash Balance Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local 595 Pension Plan in CA ($497M, 1,602 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Elevance Health Cash Balance Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Newmont in CO (773 participants, $276M 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 113713086.

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.