Defined Benefit (Pension) · DOL Form 5500 · 2023

Ath Holding Company LLC Pension Plan

Data updated 2026-08-25

$515M
Total assets Above avg plan size
652
Participants Below avg headcount
97th
Percentile by assets National rank
$789,400
Avg per participant High balance/head
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Official DOL plan name: Elevance Health Cash Balance Plan B · Sponsored by Ath Holding Company LLC · Indiana · Finance & Insurance

$515M in assets, 652 participants

Ath Holding Company LLC's Elevance Health Cash Balance Plan B reported $515M in total assets and 652 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,475 in Finance & Insurance (8,869 peers)

Where Elevance Health Cash Balance Plan B sits by assets

Elevance Health Cash Balance Plan B sits in the top 5% of all filed plans by assets, $515M for 652 participants (~$789,400/participant), up 3.6% in 2023.

#8,475
in Finance & Insurance (8,869 peers)
+3.6%
assets growth YoY
5.2×
vs typical plan assets (national mean)

Elevance Health Cash Balance Plan B's outsized position by total assets

Elevance Health Cash Balance Plan B vs every filed plan by assets

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

$514,688,730 Top 3% higher than 97% 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

Elevance Health Cash Balance Plan B 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. Elevance Health Cash Balance Plan B sits mid-pack in the medium band (652 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elevance Health Cash Balance Plan B reported net income rose from -$134M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Elevance Health Cash Balance Plan B reported participants fell from 773 in the plan year 2022 filing to 652 in the plan year 2023 filing.
  • Elevance Health Cash Balance Plan B end-of-year assets rose from $497M in the plan year 2022 filing to $515M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 113713086 · Ath Holding Company LLC PY 2023 · Defined Benefit (Pension)

Elevance Health Cash Balance Plan B · $515M · 652 · 97th

  • EBSA $515M
  • EBSA 652
  • EBSA 97th
  • EBSA Defined Benefit (Pension)
  • EBSA near Lifespan Corporation Retirement Plan
  • EBSA ind #8475

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 B in the asset neighbourhood

Alaska Teamster-Employer Pension TrustAlaska Teamster-Employer Pen…$516MMidamerican Energy Company Retirement PlanMidamerican Energy Company R…$516MLifespan Corporation Retirement PlanLifespan Corporation Retirem…$515MElevance Health Cash Balance Plan BElevance Health Cash Balance…$515MRetirement Income Plan for Employees of Ugi Utilities, Inc.Retirement Income Plan for E…$514M
End-of-year total assets ($M) among Elevance Health Cash Balance Plan B and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$497M
Net Assets (End of Year)$515M
Net Income$18M
Employer EIN113713086
Plan Effective Date2011-01-01
Filing StatusFILING 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
$10B$11B$12B$13B$14B$15B 202220232024 $11.2B $13.9B ▲ +23.8%
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.

Elevance Health Cash Balance Plan B vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Elevance Health Cash Balance Plan B, Total assets ($B): 0.51468873 · Participants: 652Elevance Health Cash Balance Plan BThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Elevance Health Cash Balance Plan B vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Elevance Health Cash Balance Plan B side-by-side with 3 peers →

Elevance Health Cash Balance Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Lifespan Corporation Retirement Plan in RI ($515M); by covered participants it is Chicago Tile Institute Pension Fund in IL (652 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($515M here).

Similar participant headcount

Nearest other-state filings by covered participants (652 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 Elevance Health Cash Balance Plan B assets move in 2023? ▼
Elevance Health Cash Balance Plan B edged up modestly - up 3.6% during 2023, from $497M to $515M. Reported net income was $18M.
How have Ath Holding Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ath Holding Company LLC's sponsor-wide assets grew 23.8%, from $11.2B to $13.8B.
Where does Elevance Health Cash Balance Plan B rank by assets among Form 5500 filers? ▼
Elevance Health Cash Balance Plan B ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to Elevance Health Cash Balance Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lifespan Corporation Retirement Plan in RI ($515M, 7,439 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Elevance Health Cash Balance Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Tile Institute Pension Fund in IL (652 participants, $156M 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 113713086.

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.