Defined Benefit (Pension) · DOL Form 5500 · 2023

Amerihealth Caritas Services, LLC Pension Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
1,411
Participants Near avg headcount
94th
Percentile by assets National rank
$132,055
Avg per participant Near avg balance/head
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Official DOL plan name: Amerihealth Caritas Pension Plan · Sponsored by Amerihealth Caritas Services, LLC · Pennsylvania · Finance & Insurance

$186M in assets, 1,411 participants

Amerihealth Caritas Services, LLC's Amerihealth Caritas Pension Plan reported $186M in total assets and 1,411 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,088 in Finance & Insurance (8,869 peers)

Where Amerihealth Caritas Pension Plan sits by assets

Amerihealth Caritas Pension Plan sits in the top 10% of all filed plans by assets, $186M for 1,411 participants (~$132,055/participant), up 15.4% in 2023.

#8,088
in Finance & Insurance (8,869 peers)
+15.4%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Amerihealth Caritas Pension Plan's outsized position by total assets

Amerihealth Caritas Pension Plan vs every filed plan by assets

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

$186,330,235 Top 6% higher than 94% 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 Pension 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 Pension Plan lands in the large band (1,411 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amerihealth Caritas Pension Plan reported net income rose from -$27M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Amerihealth Caritas Pension Plan end-of-year assets rose from $161M in the plan year 2022 filing to $186M in the plan year 2023 filing.
  • Amerihealth Caritas Pension Plan reported participants fell from 1,510 in the plan year 2022 filing to 1,411 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455415725 · Amerihealth Caritas Services, LLC PY 2023 · Defined Benefit (Pension)

Amerihealth Caritas Pension Plan · $186M · 1,411 · 94th

  • PART $186M
  • PART 1,411
  • PART 94th
  • PART Defined Benefit (Pension)
  • PART near Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United
  • PART ind #8088

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 Pension Plan in the asset neighbourhood

Davis Polk General Staff Pension PlanDavis Polk General Staff Pen…$187MAmerihealth Caritas Pension PlanAmerihealth Caritas Pension …$186MLaundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers UnitedLaundry, Dry Cleaning Worker…$186MRetirement Plan for Employees of Woods Hole Oceanographic InstitutionRetirement Plan for Employee…$186MMichigan Bac Pension Fund$186M
End-of-year total assets ($M) among Amerihealth Caritas Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$186M
Net Income$25M
Employer EIN455415725
Plan Effective Date2001-01-01
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 Defined Benefit (Pension) Plans in Pennsylvania

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

Amerihealth Caritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Amerihealth Caritas Pension Plan, Total assets ($B): 0.186330235 · Participants: 1411Amerihealth Caritas Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Amerihealth Caritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Amerihealth Caritas Pension Plan side-by-side with 3 peers →

Amerihealth Caritas Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United in NY ($186M); by covered participants it is Greif Pension Plan in OH (1,412 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,411 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 Pension Plan assets move in 2023? ▼
Amerihealth Caritas Pension Plan grew sharply - up 15.4% during 2023, from $161M to $186M. Reported net income was $25M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Amerihealth Caritas Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amerihealth Caritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United in NY ($186M, 2,158 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amerihealth Caritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Greif Pension Plan in OH (1,412 participants, $520M 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.