Defined Benefit (Pension) · DOL Form 5500 · 2023
Excela Health Pension Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 495
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $245,441
- Avg per participant Above avg balance/head
Official DOL plan name: Defined Benefit Pension Plan for the Employees of Excela Health · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance
$121M in assets, 495 participants
Excela Health's Defined Benefit Pension Plan for the Employees of Excela Health reported $121M in total assets and 495 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,521 in Healthcare & Social Assistance (17,684 peers)
Where Defined Benefit Pension Plan for the Employees of Excela Health sits by assets
Defined Benefit Pension Plan for the Employees of Excela Health sits in the top 10% of all filed plans by assets, $121M for 495 participants (~$245,441/participant), up 3.2% in 2023.
- #16,521
- in Healthcare & Social Assistance (17,684 peers)
- +3.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Defined Benefit Pension Plan for the Employees of Excela Health's outsized position by total assets
Defined Benefit Pension Plan for the Employees of Excela Health vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$121,493,514 Top 8% higher than 92% 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 Benefit Pension Plan for the Employees of Excela Health 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. Defined Benefit Pension Plan for the Employees of Excela Health sits mid-pack in the medium band (495 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Benefit Pension Plan for the Employees of Excela Health reported net income rose from -$53M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Defined Benefit Pension Plan for the Employees of Excela Health reported participants fell from 578 in the plan year 2022 filing to 495 in the plan year 2023 filing.
- Defined Benefit Pension Plan for the Employees of Excela Health end-of-year assets rose from $118M in the plan year 2022 filing to $121M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251471089 · Excela Health PY 2023 · Defined Benefit (Pension)
Defined Benefit Pension Plan for the Employees of Excela Health · $121M · 495 · 92nd
- RANK $121M
- PHOTO 495
- IND 92nd
- EOY Defined Benefit (Pension)
- 5500 near Roofers Union Local No.33 Pension Fund
- ASSETS ind #16521
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 Benefit Pension Plan for the Employees of Excela Health in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $4M |
| Employer EIN | 251471089 |
| Plan Effective Date | 1947-04-01 |
| 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 Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Defined Benefit Pension Plan for the Employees of Excela Health's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Roofers Union Local No.33 Pension Fund in MA ($122M); by covered participants it is Lewis Brothers Bakeries, Inc. Pension Plan in IL (495 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Roofers Union Local No.33 Pension Fund (MA) $122M · 516
- Esco Corporation Pension Plan (TX) $122M · 257
- Big Heart Pet Brands Retirement Plan (OH) $122M · 179
- Pan-American Life Insurance Company Employees' Retirement Benefit Plan (LA) $122M · 73
Similar participant headcount
Nearest other-state filings by covered participants (495 participants); asset peers above are excluded.
- Lewis Brothers Bakeries, Inc. Pension Plan (IL) 495 · 0 off
- Aviall, Inc. Retirement Plan (WA) 494 · 1 off
- Plumbers Local Union No. 16 Pension Plan (NE) 496 · 1 off
- Desert Financial Credit Union Retirement Plan (AZ) 497 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.