Defined Benefit (Pension) · DOL Form 5500 · 2022
Ath Holding Company LLC Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 8,650
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $141,305
- Avg per participant Near avg balance/head
Official DOL plan name: Elevance Health Cash Balance Plan a · Sponsored by Ath Holding Company LLC · Indiana · Finance & Insurance
$1.2B in assets, 8,650 participants
Ath Holding Company LLC's Elevance Health Cash Balance Plan a reported $1.2B in total assets and 8,650 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,095 in Finance & Insurance (9,261 peers)
Coverage in Indiana
Elevance Health Cash Balance Plan a covers 8,650 participants in Indiana, 16x the typical Indiana plan (state average ~541 per filing). Assets: $1.2B.
- #9,095
- in Finance & Insurance (9,261 peers)
- -22.3%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
The plan reported a net loss of $351M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elevance Health Cash Balance Plan a's outsized position by total assets
Elevance Health Cash Balance Plan a vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,222,287,988 Top 1% higher than 99% 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
Elevance Health Cash Balance Plan a'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. Elevance Health Cash Balance Plan a lands in the large band (8,650 participants).
EBSA filing schedule strip
Filing strip 113713086 · Ath Holding Company LLC PY 2022 · Defined Benefit (Pension)
Elevance Health Cash Balance Plan a · $1.2B · 8,650 · 99th
- PART $1.2B
- PART 8,650
- PART 99th
- PART Defined Benefit (Pension)
- PART near Employee Retirement Plan of S&p Global Inc and Its Subsidiaries
- PART ind #9095
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 a in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$351M |
| Employer EIN | 113713086 |
| Plan Effective Date | 1953-01-01 |
| Filing Status | FILING 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
| 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.
- The Lilly Retirement Plan $11.2B · 16,878
- Cummins Pension Plan $3.2B · 24,119
- Indiana Laborers Pension Fund $1.5B · 9,896
- Nisource Pension Plan $1.1B · 2,283
- Ardagh North America Retirement Income Plan $924M · 1,298
Scale composition for Elevance Health Cash Balance Plan a
Elevance Health Cash Balance Plan a reports $1.2B in end-of-year assets across 8,650 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $141,305 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2022 was -$351M.
This plan identity (EIN 113713086, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.2B (+1.2%) while covered participants moved from 8,650 to 7,552 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,650 | $1.2B | This page |
| 2023 | 8,197 | $1.3B | Open filing |
| 2024 · index core | 7,552 | $1.2B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Elevance Health 401(k) Plan (401(k), $12.1B, 73,120 participants)
- Elevance Health Cash Balance Plan a (Defined Benefit (Pension), $1.2B, 7,552 participants)
- Elevance Health Cash Balance Plan B (Defined Benefit (Pension), $501M, 519 participants)
Elevance Health Cash Balance Plan a's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Employee Retirement Plan of S&p Global Inc and Its Subsidiaries in NY ($1.2B); by covered participants it is Paccar Inc Retirement Plan in WA (8,688 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Employee Retirement Plan of S&p Global Inc and Its Subsidiaries (NY) $1.2B · 1,385
- Georgia-Pacific LLC Salaried Pension Plan (GA) $1.2B · 3,292
- Ryder System, Inc. Retirement Plan (FL) $1.2B · 2,796
- Retirement System of the American National Red Cross (DC) $1.2B · 5,007
Similar participant headcount
Nearest other-state filings by covered participants (8,650 participants); asset peers above are excluded.
- Paccar Inc Retirement Plan (WA) 8,688 · 38 off
- Mason Tenders' District Council Pension Fund (NY) 8,578 · 72 off
- Tforce Freight Pension Plan (TX) 8,757 · 107 off
- Carpenters Pension Trust Fund of St. Louis (MO) 8,767 · 117 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.