Defined Benefit (Pension) · DOL Form 5500 · 2023
Ath Holding Company LLC Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 8,197
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $155,899
- Avg per participant Above avg balance/head
Official DOL plan name: Elevance Health Cash Balance Plan a · Sponsored by Ath Holding Company LLC · Indiana · Finance & Insurance
$1.3B in assets, 8,197 participants
Ath Holding Company LLC's Elevance Health Cash Balance Plan a reported $1.3B in total assets and 8,197 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,683 in Finance & Insurance (8,869 peers)
Coverage in Indiana
Elevance Health Cash Balance Plan a covers 8,197 participants in Indiana, 15x the typical Indiana plan (state average ~541 per filing). Assets: $1.3B.
- #8,683
- in Finance & Insurance (8,869 peers)
- +4.6%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Elevance Health Cash Balance Plan a's outsized position by total assets
Elevance Health Cash Balance Plan a vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,277,905,032 Top 1% higher than 99% 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
Elevance Health Cash Balance Plan a'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. Elevance Health Cash Balance Plan a lands in the large band (8,197 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elevance Health Cash Balance Plan a reported net income rose from -$351M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Elevance Health Cash Balance Plan a reported participants fell from 8,650 in the plan year 2022 filing to 8,197 in the plan year 2023 filing.
- Elevance Health Cash Balance Plan a end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 113713086 · Ath Holding Company LLC PY 2023 · Defined Benefit (Pension)
Elevance Health Cash Balance Plan a · $1.3B · 8,197 · 99th
- BOOK $1.3B
- BOOK 8,197
- BOOK 99th
- BOOK Defined Benefit (Pension)
- BOOK near Ryder System, Inc. Retirement Plan
- BOOK ind #8683
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 Indiana →
Elevance Health Cash Balance Plan a in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $56M |
| Employer EIN | 113713086 |
| Plan Effective Date | 1953-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ath Holding Company LLC)
Sponsor-wide plan assets over time
All Ath Holding Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13.8B 23.78490471938838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 81,321 | $11.2B |
| 2023 | 3 | 85,439 | $12.8B |
| 2024 | 3 | 81,191 | $13.8B |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.7B · 19,111
- Cummins Pension Plan $3.3B · 26,560
- Indiana Laborers Pension Fund $1.7B · 10,800
- Nisource Pension Plan $1.1B · 2,174
- National Basketball Association Players' Pension Plan $610M · 435
Scale composition for Elevance Health Cash Balance Plan a
Elevance Health Cash Balance Plan a reports $1.3B in end-of-year assets across 8,197 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $155,899 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $56M.
This plan identity (EIN 113713086, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.2B (+1.2%) while covered participants moved from 8,650 to 7,552 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,650 | $1.2B | Open filing |
| 2023 | 8,197 | $1.3B | This page |
| 2024 · index core | 7,552 | $1.2B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Elevance Health 401(k) Plan (401(k), $12.1B, 73,120 participants)
- Elevance Health Cash Balance Plan a (Defined Benefit (Pension), $1.2B, 7,552 participants)
- Elevance Health Cash Balance Plan B (Defined Benefit (Pension), $501M, 519 participants)
Elevance Health Cash Balance Plan a's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Ryder System, Inc. Retirement Plan in GA ($1.3B); by covered participants it is Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Plan in CT (8,178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Ryder System, Inc. Retirement Plan (GA) $1.3B · 2,509
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (CO) $1.3B · 39,434
- Sprint Retirement Pension Plan (KS) $1.3B · 3,592
- Zurich American Insurance Company Retirement Account Plan (IL) $1.3B · 5,913
Similar participant headcount
Nearest other-state filings by covered participants (8,197 participants); asset peers above are excluded.
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Plan (CT) 8,178 · 19 off
- Lyondellbasell Pension Plan (TX) 8,160 · 37 off
- Tforce Freight Pension Plan (TX) 8,095 · 102 off
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan (WA) 8,339 · 142 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.