Defined Benefit (Pension) · DOL Form 5500 · 2023
Excellus Health Plan, Inc. Pension Plan
Data updated 2026-08-11
- $787M
- Total assets
- 2,138
- Participants
- 98th
- Percentile by assets
- $368,214
- Avg per participant
Official DOL plan name: Excellus Retirement Plan · Sponsored by Excellus Health Plan, Inc. · New York · Finance & Insurance
$787M in assets, 2,138 participants
Excellus Health Plan, Inc.'s Excellus Retirement Plan reported $787M in total assets and 2,138 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)
- #8,590 in Finance & Insurance (8,869 peers)
Coverage in New York
Excellus Retirement Plan covers 2,138 participants in New York, 2.7x the typical New York plan (state average ~798 per filing). Assets: $787M.
- $787M
- total plan assets (2023 EOY)
- 2,138
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $368,214
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Excellus Retirement Plan reported net income fell from $210M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Excellus Retirement Plan reported participants fell from 2,317 in the plan year 2022 filing to 2,138 in the plan year 2023 filing.
- Excellus Retirement Plan end-of-year assets rose from $782M in the plan year 2022 filing to $787M in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Excellus Retirement Plan reports 2,138 participants - 2.7x that state average ($787M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $782M |
|---|---|
| Net Assets (End of Year) | $787M |
| Net Income | $5M |
| Employer EIN | 150329043 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excellus Health Plan, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,385 | $1.4B |
| 2023 | 3 | 6,417 | $1.5B |
| 2024 | 3 | 6,533 | $1.6B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Excellus Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Excellus Retirement Plan by total assets, not by location.
- Schneider Electric Pension Plan (IL) $786M · 1,688
- Retirement Plan for Employees of Puget Sound Energy, Inc. (WA) $786M · 1,911
- Pacificorp Retirement Plan (OR) $789M · 1,136
- The Hershey Company Retirement Plan (PA) $785M · 2,569
Frequently Asked Questions
How did Excellus Retirement Plan assets move in 2023? ▼
How have Excellus Health Plan, Inc. plan assets changed over time? ▼
Where does Excellus Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Excellus Retirement Plan? ▼
Next read for Excellus Retirement Plan
Filing takeaways
Ways to act on Excellus Retirement Plan's numbers.
- By total assets, Excellus Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Excellus Health Plan, Inc.'s sponsor-wide assets have grown 15.5% since 2022 across 3 plan years on file. More Finance & Insurance plans