Other · DOL Form 5500 · 2023

Excela Health Retirement Plan

Data updated 2026-08-25

$338M
Total assets Above avg plan size
4,063
Participants Above avg headcount
96th
Percentile by assets National rank
$83,175
Avg per participant Below avg balance/head
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Official DOL plan name: Excela Health 403(b) Retirement Plan · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance

$338M in assets, 4,063 participants

Excela Health's Excela Health 403(b) Retirement Plan reported $338M in total assets and 4,063 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,113 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Excela Health 403(b) Retirement Plan covers 4,063 participants in Pennsylvania, 4.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $338M.

#17,113
in Healthcare & Social Assistance (17,684 peers)
+12.3%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Excela Health 403(b) Retirement Plan's outsized position by total assets

Excela Health 403(b) Retirement Plan vs every filed plan by assets

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

$337,941,805 Top 4% higher than 96% 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 403(b) 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. Excela Health 403(b) Retirement Plan lands in the large band (4,063 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excela Health 403(b) Retirement Plan reported net income rose from -$65M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Excela Health 403(b) Retirement Plan end-of-year assets rose from $301M in the plan year 2022 filing to $338M in the plan year 2023 filing.
  • Excela Health 403(b) Retirement Plan reported participants fell from 4,307 in the plan year 2022 filing to 4,063 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251471089 · Excela Health PY 2023 · Other

Excela Health 403(b) Retirement Plan · $338M · 4,063 · 96th

  • VS-ST $338M
  • VS-ST 4,063
  • VS-ST 96th
  • VS-ST Other
  • VS-ST near Monmouth University Defined Contribution Retirement Plan
  • VS-ST ind #17113

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 403(b) Retirement Plan in the asset neighbourhood

Swedishamerican 403(b) Incentivesaver PlanSwedishamerican 403(b) Incen…$340MUniversity of San Francisco Voluntary Retirement PlanUniversity of San Francisco …$339MExcela Health 403(b) Retirement PlanExcela Health 403(b) Retirem…$338MMonmouth University Defined Contribution Retirement PlanMonmouth University Defined …$337MRoger Williams University Retirement PlanRoger Williams University Re…$336M
End-of-year total assets ($M) among Excela Health 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$301M
Net Assets (End of Year)$338M
Net Income$37M
Employer EIN251471089
Plan Effective Date2006-01-01
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 Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Excela Health 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 02468 Total assets ($B) Participants Excela Health 403(b) Retirement Plan, Total assets ($B): 0.337941805 · Participants: 4063Excela Health 403(b) Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Excela Health 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Excela Health 403(b) Retirement Plan side-by-side with 3 peers →

Excela Health 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Monmouth University Defined Contribution Retirement Plan in NJ ($337M); by covered participants it is Touro 403(b) Plan in NY (4,055 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,063 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 403(b) Retirement Plan assets move in 2023? ▼
Excela Health 403(b) Retirement Plan grew at a solid clip - up 12.3% during 2023, from $301M to $338M. Reported net income was $37M.
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 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Excela Health 403(b) Retirement Plan ranks in the 96th 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 Other plans are similar in size to Excela Health 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Monmouth University Defined Contribution Retirement Plan in NJ ($337M, 907 participants).
Which Other plans cover a similar participant headcount to Excela Health 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Touro 403(b) Plan in NY (4,055 participants, $401M 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.