401(k) · DOL Form 5500 · 2023
Excellus Health Plan Inc. 401(k) Plan
Data updated 2026-08-06
- $751M
- Total assets
- 4,279
- Participants
- 98th
- Percentile by assets
- $175,573
- Avg per participant
Official DOL plan name: Excellus 401(k) Plan · Sponsored by Excellus Health Plan Inc. · New York · Finance & Insurance
$751M in assets, 4,279 participants
Excellus Health Plan Inc.'s Excellus 401(k) Plan reported $751M in total assets and 4,279 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 126,618 plans)
- #8,560 in Finance & Insurance (8,852 peers)
Coverage in New York
Excellus 401(k) Plan covers 4,279 participants in New York, 5.4x the typical New York plan (state average ~795 per filing). Assets: $751M.
- $751M
- total plan assets (2023 EOY)
- 4,279
- covered participants
- 98th
- percentile by assets (of 126,618 plans)
- $175,573
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Excellus 401(k) Plan reported net income rose from -$130M in the plan year 2022 filing to $133M in the plan year 2023 filing.
- Excellus 401(k) Plan end-of-year assets rose from $619M in the plan year 2022 filing to $751M in the plan year 2023 filing.
- Excellus 401(k) Plan reported participants rose from 4,068 in the plan year 2022 filing to 4,279 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Excellus 401(k) Plan reports 4,279 participants - 5.4x that state average ($751M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $619M |
|---|---|
| Net Assets (End of Year) | $751M |
| Net Income | $133M |
| Employer EIN | 150329043 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excellus Health Plan Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,385 | $1.4B |
| 2023 | 3 | 6,417 | $1.5B |
| 2024 | 3 | 6,533 | $1.6B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Excellus 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Excellus 401(k) Plan by total assets, not by location.
- Investment & Employee Stock Ownership Plan of Avista (WA) $751M · 1,885
- Hcr Manorcare Retirement Savings 401(k) Plan (OH) $751M · 29,154
- Giant Eagle Inc Employee Savings Plan (PA) $751M · 14,056
- Wipfli LLP 401(k) Profit Sharing Plan (WI) $752M · 2,377
Frequently Asked Questions
How did Excellus 401(k) Plan assets move in 2023? ▼
How have Excellus Health Plan Inc. plan assets changed over time? ▼
Where does Excellus 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Excellus 401(k) Plan? ▼
Next read for Excellus 401(k) Plan
Filing takeaways
Ways to act on Excellus 401(k) Plan's numbers.
- By total assets, Excellus 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Excellus Health Plan Inc.'s sponsor-wide assets have grown 15.5% since 2022 across 3 plan years on file. More Finance & Insurance plans