401(k) · DOL Form 5500 · 2023

Amerihealth Caritas Services, LLC 401(k) Plan

Data updated 2026-08-25

$841M
Total assets Above avg plan size
8,680
Participants Very large workforce
98th
Percentile by assets National rank
$96,946
Avg per participant Below avg balance/head
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Official DOL plan name: Amerihealth Caritas 401(k) Plan · Sponsored by Amerihealth Caritas Services, LLC · Pennsylvania · Finance & Insurance

$841M in assets, 8,680 participants

Amerihealth Caritas Services, LLC's Amerihealth Caritas 401(k) Plan reported $841M in total assets and 8,680 participants in its 2023 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.

  • #8,606 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Amerihealth Caritas 401(k) Plan covers 8,680 participants in Pennsylvania, 11x the typical Pennsylvania plan (state average ~822 per filing). Assets: $841M.

#8,606
in Finance & Insurance (8,869 peers)
+27.9%
assets growth YoY
8.4×
vs typical plan assets (national mean)

Amerihealth Caritas 401(k) Plan's outsized position by total assets

Amerihealth Caritas 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$841,492,465 Top 2% higher than 98% of 127,068 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 2023

Amerihealth Caritas 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amerihealth Caritas 401(k) Plan lands in the large band (8,680 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amerihealth Caritas 401(k) Plan reported net income rose from -$56M in the plan year 2022 filing to $184M in the plan year 2023 filing.
  • Amerihealth Caritas 401(k) Plan end-of-year assets rose from $658M in the plan year 2022 filing to $841M in the plan year 2023 filing.
  • Amerihealth Caritas 401(k) Plan reported participants rose from 7,400 in the plan year 2022 filing to 8,680 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 455415725 · Amerihealth Caritas Services, LLC PY 2023 · 401(k)

Amerihealth Caritas 401(k) Plan · $841M · 8,680 · 98th

  • SCH $841M
  • SCH 8,680
  • SCH 98th
  • SCH 401(k)
  • SCH near Schlage Lock Company LLC Employee Savings Plan
  • SCH ind #8606

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 Pennsylvania →

Amerihealth Caritas 401(k) Plan in the asset neighbourhood

Radiology Partners, Inc. Partner PlanRadiology Partners, Inc. Par…$843MBrookhaven Science Associates, LLC 401(k) PlanBrookhaven Science Associate…$843MHeico Savings and Investment PlanHeico Savings and Investment…$843MSchlage Lock Company LLC Employee Savings PlanSchlage Lock Company LLC Emp…$842MAmerihealth Caritas 401(k) PlanAmerihealth Caritas 401(k) P…$841M
End-of-year total assets ($M) among Amerihealth Caritas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$658M
Net Assets (End of Year)$841M
Net Income$184M
Employer EIN455415725
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerihealth Caritas Services, LLC)

Sponsor-wide plan assets over time

All Amerihealth Caritas Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 38.615693712086255% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.82B $1.14B ▲ +39.0%
Year Plans Participants Total Assets
2022 2 8,910 $819M
2023 2 10,091 $1.0B
2024 2 11,383 $1.1B

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Amerihealth Caritas 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 05101520 Total assets ($B) Participants Amerihealth Caritas 401(k) Plan, Total assets ($B): 0.841492465 · Participants: 8680Amerihealth Caritas 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Amerihealth Caritas 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Amerihealth Caritas 401(k) Plan side-by-side with 3 peers →

Scale composition for Amerihealth Caritas 401(k) Plan

Amerihealth Caritas 401(k) Plan reports $841M in end-of-year assets across 8,680 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $96,946 per participant (70% of the national average assets-per-participant) . Net income for plan year 2023 was $184M.

This plan identity (EIN 455415725, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $658M to $948M (+44.1%) while covered participants moved from 7,400 to 10,048 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,400 $658M Open filing
2023 8,680 $841M This page
2024 · index core 10,048 $948M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Amerihealth Caritas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Schlage Lock Company LLC Employee Savings Plan in IN ($842M); by covered participants it is Schnucks Pay Deferral Plan-30 in MO (8,664 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($841M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,680 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Amerihealth Caritas 401(k) Plan assets move in 2023? ▼
Amerihealth Caritas 401(k) Plan grew sharply - up 27.9% during 2023, from $658M to $841M. Reported net income was $184M.
How have Amerihealth Caritas Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amerihealth Caritas Services, LLC's sponsor-wide assets grew 38.6%, from $819M to $1.1B.
Where does Amerihealth Caritas 401(k) Plan rank by assets among Form 5500 filers? ▼
Amerihealth Caritas 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Amerihealth Caritas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schlage Lock Company LLC Employee Savings Plan in IN ($842M, 5,074 participants).
Which 401(k) plans cover a similar participant headcount to Amerihealth Caritas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schnucks Pay Deferral Plan-30 in MO (8,664 participants, $141M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455415725.

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.