Defined Benefit (Pension) · DOL Form 5500 · 2022
Ath Holding Company LLC Pension Plan
Data updated 2026-08-11
- $497M
- Total assets
- 773
- Participants
- 98th
- Percentile by assets
- $642,585
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $497M
- total plan assets (2022 EOY)
- 773
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $642,585
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Elevance Health Cash Balance Plan B outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $631M |
|---|---|
| Net Assets (End of Year) | $497M |
| Net Income | -$134M |
| Employer EIN | 113713086 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ath Holding Company LLC)
| 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
- The Lilly Retirement Plan $11.2B · 16,878
- Cummins Pension Plan $3.2B · 24,119
- Indiana Laborers Pension Fund $1.5B · 9,896
- Elevance Health Cash Balance Plan a $1.2B · 8,650
- Nisource Pension Plan $1.1B · 2,283
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Elevance Health Cash Balance Plan B by total assets, not by location.
- IBEW Local 595 Pension Plan (CA) $497M · 1,602
- Discover Financial Services Pension Plan (IL) $497M · 2,887
- Ppg Industries, Inc. Retirement Plan F (PA) $498M · N/A
- 1199seiu Home Care Employees Pension Fund (NY) $498M · 38,318
Frequently Asked Questions
How did Elevance Health Cash Balance Plan B assets move in 2022? ▼
How have Ath Holding Company LLC plan assets changed over time? ▼
Where does Elevance Health Cash Balance Plan B rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Elevance Health Cash Balance Plan B? ▼
Next read for Elevance Health Cash Balance Plan B
Scale reading
Ways to act on Elevance Health Cash Balance Plan B's numbers.
- By total assets, Elevance Health Cash Balance Plan B ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
- Ath Holding Company LLC's sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Finance & Insurance plans