Defined Benefit (Pension) · DOL Form 5500 · 2023

Excellus Health Plan, Inc. Pension Plan

Data updated 2026-08-25

$787M
Total assets Above avg plan size
2,138
Participants Near avg headcount
98th
Percentile by assets National rank
$368,214
Avg per participant High balance/head
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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.

  • #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.

#8,590
in Finance & Insurance (8,869 peers)
+0.6%
assets growth YoY
7.9×
vs typical plan assets (national mean)

Excellus Retirement Plan's outsized position by total assets

Excellus Retirement Plan vs every filed plan by assets

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

$787,242,311 Top 2% higher than 98% 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

Excellus Retirement 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. Excellus Retirement Plan lands in the large band (2,138 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 150329043 · Excellus Health Plan, Inc. PY 2023 · Defined Benefit (Pension)

Excellus Retirement Plan · $787M · 2,138 · 98th

  • VS-ST $787M
  • BOY 2,138
  • SCH 98th
  • EBSA Defined Benefit (Pension)
  • PART near Schneider Electric Pension Plan
  • TYPE ind #8590

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 New York →

Excellus Retirement Plan in the asset neighbourhood

Pacificorp Retirement Plan$789MExcellus Retirement Plan$787MSchneider Electric Pension PlanSchneider Electric Pension P…$786MRetirement Plan for Employees of Puget Sound Energy, Inc.Retirement Plan for Employee…$786MThe Hershey Company Retirement PlanThe Hershey Company Retireme…$785M
End-of-year total assets ($M) among Excellus Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$782M
Net Assets (End of Year)$787M
Net Income$5M
Employer EIN150329043
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excellus Health Plan, Inc.)

Sponsor-wide plan assets over time

All Excellus Health Plan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 15.51474822210371% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.4B $1.62B ▲ +15.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Excellus Retirement Plan, Total assets ($B): 0.787242311 · Participants: 2138Excellus Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Excellus Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Excellus Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Schneider Electric Pension Plan in IL ($786M); by covered participants it is Rockwell Automation Pension Plan in WI (2,136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($787M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,138 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 Excellus Retirement Plan assets move in 2023? ▼
Excellus Retirement Plan held essentially flat - up 0.6% during 2023, from $782M to $787M. Reported net income was $5M.
How have Excellus Health Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excellus Health Plan, Inc.'s sponsor-wide assets grew 15.5%, from $1.4B to $1.6B.
Where does Excellus Retirement Plan rank by assets among Form 5500 filers? ▼
Excellus Retirement 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 Defined Benefit (Pension) plans are similar in size to Excellus Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schneider Electric Pension Plan in IL ($786M, 1,688 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excellus Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rockwell Automation Pension Plan in WI (2,136 participants, $1.8B 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 150329043.

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.