ELEVANCE HEALTH 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ATH HOLDING COMPANY, LLC
This 401(k) plan holds $11.0B in total assets and serves 76,590 participants as of 2023. It is sponsored by ATH HOLDING COMPANY, LLC in Indiana. The plan reported positive net income of $1.5B for the year.
What the Filing Says About ELEVANCE HEALTH 401(K) PLAN
ELEVANCE HEALTH 401(K) PLAN is a 401(k) retirement plan sponsored by ATH HOLDING COMPANY, LLC, headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $11.0B in total end-of-year assets and covers 76,590 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 113713086, and the plan has been effective since 1979-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $9.5B at the beginning of 2023 to $11.0B at year-end — a gain of 16.6%. Net assets (after liabilities) closed the year at $11.0B, with reported net income of $1.5B driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $9.5B |
| Total Assets (End of Year) | $11.0B |
| Net Assets (End of Year) | $11.0B |
| Net Income | $1.5B |
| Plan Type | 401(k) |
| Employer EIN | 113713086 |
| Plan Effective Date | 1979-07-01 |
| 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 401(k) Plans in Indiana
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- THE LILLY EMPLOYEE 401(K) PLAN $11.1B · 17,583
- CUMMINS RETIREMENT AND SAVINGS PLAN $5.7B · 28,381
- IU HEALTH 401(K) SAVINGS PLAN $3.9B · 38,575
- STEEL DYNAMICS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN $2.6B · 9,015
- UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN $2.4B · 9,969
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Frequently Asked Questions
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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 113713086.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.