401(k) · DOL Form 5500 · 2023

Amerihealth Caritas Services, LLC 401(k) Plan

Data updated 2026-08-11

$841M
Total assets: 8,680
Participants: 98th
Percentile by assets: $96,946
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$841M
total plan assets (2023 EOY): 8,680
covered participants: 98th
percentile by assets (of 127,072 plans): $96,946
avg assets per participant

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 →

State

Pennsylvania

Industry

Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Amerihealth Caritas 401(k) Plan reports 8,680 participants - 11x that state average ($841M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$658M
Net Assets (End of Year)	$841M
Net Income	$184M
Employer EIN	455415725
Plan Effective Date	1996-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Amerihealth Caritas Services, LLC)

Total plan assets by year, all Amerihealth Caritas Services, LLC plans on file

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

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

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 (401(k), $948M, 10,048 participants)
Amerihealth Caritas Pension Plan (Defined Benefit (Pension), $188M, 1,335 participants)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Amerihealth Caritas 401(k) Plan by total assets, not by location.

Schlage Lock Company LLC Employee Savings Plan (IN) $842M · 5,074
Heico Savings and Investment Plan (FL) $843M · 5,127
Brookhaven Science Associates, LLC 401(k) Plan (NY) $843M · 2,131
Radiology Partners, Inc. Partner Plan (CA) $843M · 1,526

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).

Next read for Amerihealth Caritas 401(k) Plan

Filing takeaways

Ways to act on Amerihealth Caritas 401(k) Plan's numbers.

By total assets, Amerihealth Caritas 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Amerihealth Caritas Services, LLC's sponsor-wide assets have grown 38.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.