401(k) · DOL Form 5500 · 2023

Excellus Health Plan Inc. 401(k) Plan

Data updated 2026-08-25

$751M
Total assets Above avg plan size
4,279
Participants Above avg headcount
98th
Percentile by assets National rank
$175,573
Avg per participant Above avg balance/head
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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.

  • #8,577 in Finance & Insurance (8,869 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 ~798 per filing). Assets: $751M.

#8,577
in Finance & Insurance (8,869 peers)
+21.4%
assets growth YoY
7.5×
vs typical plan assets (national mean)

Excellus 401(k) Plan's outsized position by total assets

Excellus 401(k) Plan vs every filed plan by assets

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

$751,275,360 Top 2% higher than 98% 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

Excellus 401(k) 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. Excellus 401(k) Plan lands in the large band (4,279 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 150329043 · Excellus Health Plan Inc. PY 2023 · 401(k)

Excellus 401(k) Plan · $751M · 4,279 · 98th

  • SCH $751M
  • EBSA 4,279
  • PART 98th
  • TYPE 401(k)
  • NET near Investment & Employee Stock Ownership Plan of Avista
  • BOOK ind #8577

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 New York →

Excellus 401(k) Plan in the asset neighbourhood

Wipfli LLP 401(k) Profit Sharing PlanWipfli LLP 401(k) Profit Sha…$752MHcr Manorcare Retirement Savings 401(k) PlanHcr Manorcare Retirement Sav…$751MInvestment & Employee Stock Ownership Plan of AvistaInvestment & Employee Stock …$751MExcellus 401(k) Plan$751MGiant Eagle Inc Employee Savings PlanGiant Eagle Inc Employee Sav…$751M
End-of-year total assets ($M) among Excellus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$619M
Net Assets (End of Year)$751M
Net Income$133M
Employer EIN150329043
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excellus Health Plan Inc.)

Sponsor-wide plan assets over time

All Excellus Health Plan Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 15.51474822210371% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.4B $1.62B ▲ +15.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Excellus 401(k) Plan, Total assets ($B): 0.75127536 · Participants: 4279Excellus 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Excellus 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Excellus 401(k) Plan side-by-side with 3 peers →

Excellus 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Investment & Employee Stock Ownership Plan of Avista in WA ($751M); by covered participants it is Schwarz Partners LP 401(k) Profit Sharing Plan in IN (4,279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($751M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,279 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 Excellus 401(k) Plan assets move in 2023? ▼
Excellus 401(k) Plan grew sharply - up 21.4% during 2023, from $619M to $751M. Reported net income was $133M.
How have Excellus Health Plan Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excellus Health Plan Inc.'s sponsor-wide assets grew 15.5%, from $1.4B to $1.6B.
Where does Excellus 401(k) Plan rank by assets among Form 5500 filers? ▼
Excellus 401(k) Plan ranks in the 98th 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 401(k) plans are similar in size to Excellus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Investment & Employee Stock Ownership Plan of Avista in WA ($751M, 1,885 participants).
Which 401(k) plans cover a similar participant headcount to Excellus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schwarz Partners LP 401(k) Profit Sharing Plan in IN (4,279 participants, $234M 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 150329043.

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.