401(k) · DOL Form 5500 · 2023
Excela Health 401(k) Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 1,065
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $139,665
- Avg per participant Near avg balance/head
Official DOL plan name: Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance
$149M in assets, 1,065 participants
Excela Health's Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies reported $149M in total assets and 1,065 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,678 in Healthcare & Social Assistance (17,684 peers)
Where Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies sits by assets
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies sits in the top 10% of all filed plans by assets, $149M for 1,065 participants (~$139,665/participant), up 21.5% in 2023.
- #16,678
- in Healthcare & Social Assistance (17,684 peers)
- +21.5%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies's outsized position by total assets
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$148,742,698 Top 7% higher than 93% 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
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies'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. Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies lands in the large band (1,065 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies reported net income rose from -$21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies end-of-year assets rose from $122M in the plan year 2022 filing to $149M in the plan year 2023 filing.
- Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies reported participants fell from 1,076 in the plan year 2022 filing to 1,065 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 251471089 · Excela Health PY 2023 · 401(k)
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies · $149M · 1,065 · 93rd
- BOOK $149M
- VS-ST 1,065
- BOY 93rd
- SCH 401(k)
- EBSA near American Psychological Association 401(k) Plan
- PART ind #16678
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $26M |
| Employer EIN | 251471089 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excela Health)
Sponsor-wide plan assets over time
All Excela Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $679M 20.13577411541711% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 6,467 | $565M |
| 2023 | 4 | 6,088 | $632M |
| 2024 | 4 | 5,777 | $679M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is American Psychological Association 401(k) Plan in DC ($149M); by covered participants it is Feldman Automotive 401(k) Plan & Trust in MI (1,065 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- American Psychological Association 401(k) Plan (DC) $149M · 562
- Kaufman, Hall & Associates, LLC Retirement Plan and Trust (IL) $149M · 474
- Rumpke 401(k) Retirement Plan (OH) $149M · 3,331
- The Capco 401(k) Profit Sharing Plan (NY) $149M · 1,472
Similar participant headcount
Nearest other-state filings by covered participants (1,065 participants); asset peers above are excluded.
- Feldman Automotive 401(k) Plan & Trust (MI) 1,065 · 0 off
- Aegis Sciences Corporation 401(k) Plan (TN) 1,065 · 0 off
- Nuco2 Management LLC 401(k) Savings & Retirement Plan (FL) 1,065 · 0 off
- Keller Supply Company Profit Sharing 401(k) Plan (WA) 1,065 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.