401(k) · DOL Form 5500 · 2023
Ath Holding Company, LLC 401(k) Plan
Data updated 2026-08-25
- $11.0B
- Total assets Mega-plan scale
- 76,590
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $144,175
- Avg per participant Near avg balance/head
Official DOL plan name: Elevance Health 401(k) Plan · Sponsored by Ath Holding Company, LLC · Indiana · Finance & Insurance
$11.0B in assets, 76,590 participants
Ath Holding Company, LLC's Elevance Health 401(k) Plan reported $11.0B in total assets and 76,590 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #8,857 in Finance & Insurance (8,869 peers)
Coverage in Indiana
Elevance Health 401(k) Plan covers 76,590 participants in Indiana, 142x the typical Indiana plan (state average ~541 per filing). Assets: $11.0B.
- #8,857
- in Finance & Insurance (8,869 peers)
- +16.6%
- assets growth YoY
- 111×
- vs typical plan assets (national mean)
Elevance Health 401(k) Plan's outsized position by total assets
Elevance Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,042,395,257 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Elevance Health 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elevance Health 401(k) Plan is a mega filing (76,590 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elevance Health 401(k) Plan reported net income rose from -$1.6B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
- Elevance Health 401(k) Plan end-of-year assets rose from $9.5B in the plan year 2022 filing to $11.0B in the plan year 2023 filing.
- Elevance Health 401(k) Plan reported participants rose from 71,898 in the plan year 2022 filing to 76,590 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 113713086 · Ath Holding Company, LLC PY 2023 · 401(k)
Elevance Health 401(k) Plan · $11.0B · 76,590 · 100th
- PCT $11.0B
- PCT 76,590
- PCT 100th
- PCT 401(k)
- PCT near John Deere Savings and Investment Plan
- PCT ind #8857
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 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $9.5B |
|---|---|
| Net Assets (End of Year) | $11.0B |
| Net Income | $1.5B |
| Employer EIN | 113713086 |
| Plan Effective Date | 1979-07-01 |
| 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 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
- Nisource Inc Retirement Savings Plan $1.7B · 7,525
Scale composition for Elevance Health 401(k) Plan
Elevance Health 401(k) Plan reports $11.0B in end-of-year assets across 76,590 participants (0.090% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.082% of 93,925,755 covered participants) - about $144,175 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2023 was $1.5B.
This plan identity (EIN 113713086, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.5B to $12.1B (+27.9%) while covered participants moved from 71,898 to 73,120 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 71,898 | $9.5B | Open filing |
| 2023 | 76,590 | $11.0B | This page |
| 2024 · index core | 73,120 | $12.1B | 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 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is John Deere Savings and Investment Plan in IL ($11.0B); by covered participants it is Advocate Aurora Health 401(k) Plan in WI (76,956 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11.0B here).
- John Deere Savings and Investment Plan (IL) $11.0B · 19,031
- Disney Savings and Investment Plan (CA) $11.1B · 51,477
- General Dynamics Corporation 401(k) Plan 6.0 (VA) $11.2B · 48,860
- Savings Plan for Employees and Partners of Pwc (FL) $11.3B · 50,817
Similar participant headcount
Nearest other-state filings by covered participants (76,590 participants); asset peers above are excluded.
- Advocate Aurora Health 401(k) Plan (WI) 76,956 · 366 off
- Manpowergroup 401(k) Savings Plan (WI) 77,756 · 1,166 off
- Citi Retirement Savings Plan (CT) 77,865 · 1,275 off
- U.S. Bank 401(k) Savings Plan (MN) 75,272 · 1,318 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.