Defined Benefit (Pension) · DOL Form 5500 · 2023

Excela Health Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
465
Participants Below avg headcount
76th
Percentile by assets National rank
$52,052
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excela Health Pension Plan · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance

$24M in assets, 465 participants

Excela Health's Excela Health Pension Plan reported $24M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,088 in Healthcare & Social Assistance (17,684 peers)

Where Excela Health Pension Plan sits by assets

Excela Health Pension Plan sits in the top quartile of all filed plans by assets, $24M for 465 participants (~$52,052/participant), up 0.7% in 2023.

#14,088
in Healthcare & Social Assistance (17,684 peers)
+0.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Excela Health Pension Plan's outsized position by total assets

Excela Health Pension Plan vs every filed plan by assets

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

$24,204,143 Top 24% higher than 76% 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

Excela Health Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excela Health Pension Plan sits mid-pack in the medium band (465 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excela Health Pension Plan reported net income rose from -$10M in the plan year 2022 filing to $186K in the plan year 2023 filing.
  • Excela Health Pension Plan reported participants fell from 506 in the plan year 2022 filing to 465 in the plan year 2023 filing.
  • Excela Health Pension Plan end-of-year assets rose from $24M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251471089 · Excela Health PY 2023 · Defined Benefit (Pension)

Excela Health Pension Plan · $24M · 465 · 76th

  • PHOTO $24M
  • IND 465
  • EOY 76th
  • 5500 Defined Benefit (Pension)
  • ASSETS near The Agrex, Inc. Pension Plan
  • PCT ind #14088

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 →

Excela Health Pension Plan in the asset neighbourhood

Bunge Milling, Inc. Union Pension PlanBunge Milling, Inc. Union Pe…$24MThe Agrex, Inc. Pension Plan$24MExcela Health Pension Plan$24MFamily Security Credit Union Cash Balance Non-Integrated Defined Benefit PlanFamily Security Credit Union…$24MInsulators Local No. 96 Pension FundInsulators Local No. 96 Pens…$24M
End-of-year total assets ($M) among Excela Health Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$24M
Net Income$186K
Employer EIN251471089
Plan Effective Date2017-01-01
Filing StatusFILING 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
$550M$600M$650M$700M 202220232024 $565M $679M ▲ +20.1%
Year Plans Participants Total Assets
2022 4 6,467 $565M
2023 4 6,088 $632M
2024 4 5,777 $679M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Excela Health Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Excela Health Pension Plan, Total assets ($B): 0.024204143 · Participants: 465Excela Health Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Excela Health Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Excela Health Pension Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Agrex, Inc. Pension Plan in KS ($24M); by covered participants it is Watlow Group Pension Plan in MO (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 Excela Health Pension Plan assets move in 2023? ▼
Excela Health Pension Plan held essentially flat - up 0.7% during 2023, from $24M to $24M. Reported net income was $186K.
How have Excela Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excela Health's sponsor-wide assets grew 20.1%, from $565M to $679M.
Where does Excela Health Pension Plan rank by assets among Form 5500 filers? ▼
Excela Health Pension Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Excela Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Agrex, Inc. Pension Plan in KS ($24M, 65 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excela Health Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Watlow Group Pension Plan in MO (465 participants, $137M 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 251471089.

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.