401(k) · DOL Form 5500 · 2023

Apella Health Management, Inc. 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
5,635
Participants Above avg headcount
93rd
Percentile by assets National rank
$22,459
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apella Health Management, Inc. Retirement Savings Plan · Sponsored by Apella Health Management, Inc. · South Carolina · Other Services

$127M in assets, 5,635 participants

Apella Health Management, Inc.'s Apella Health Management, Inc. Retirement Savings Plan reported $127M in total assets and 5,635 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,664 in Other Services (7,857 peers)

Coverage in South Carolina

Apella Health Management, Inc. Retirement Savings Plan covers 5,635 participants in South Carolina, 15x the typical South Carolina plan (state average ~369 per filing). Assets: $127M.

#7,664
in Other Services (7,857 peers)
+44.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Apella Health Management, Inc. Retirement Savings Plan's outsized position by total assets

Apella Health Management, Inc. Retirement Savings Plan vs every filed plan by assets

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

$126,555,983 Top 7% higher than 93% 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

Apella Health Management, Inc. Retirement Savings 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. Apella Health Management, Inc. Retirement Savings Plan lands in the large band (5,635 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apella Health Management, Inc. Retirement Savings Plan reported net income rose from $3M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Apella Health Management, Inc. Retirement Savings Plan end-of-year assets rose from $87M in the plan year 2022 filing to $127M in the plan year 2023 filing.
  • Apella Health Management, Inc. Retirement Savings Plan reported participants rose from 4,965 in the plan year 2022 filing to 5,635 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 814193950 · Apella Health Management, Inc. PY 2023 · 401(k)

Apella Health Management, Inc. Retirement Savings Plan · $127M · 5,635 · 93rd

  • RANK $127M
  • PHOTO 5,635
  • IND 93rd
  • EOY 401(k)
  • 5500 near Interstate Batteries 401(k) Plan
  • ASSETS ind #7664

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 Other Services retirement plans → · Plans in South Carolina →

Apella Health Management, Inc. Retirement Savings Plan in the asset neighbourhood

Pachulski, Stang, Ziehl, & Jones LLP Profit Sharing PlanPachulski, Stang, Ziehl, & J…$127MInterstate Batteries 401(k) PlanInterstate Batteries 401(k) …$127MApella Health Management, Inc. Retirement Savings PlanApella Health Management, In…$127MConnell Foley, LLP Employees 401(k) Profit Sharing PlanConnell Foley, LLP Employees…$127MAssocia, Inc. 401(k) Plan$127M
End-of-year total assets ($M) among Apella Health Management, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$127M
Net Income$39M
Employer EIN814193950
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apella Health Management, Inc.)

Sponsor-wide plan assets over time

All Apella Health Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$168M 91.83580572529564% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $87.4M $168M ▲ +91.8%
Year Plans Participants Total Assets
2022 1 4,965 $87M
2023 1 5,635 $127M
2024 1 6,429 $168M

Nearby 401(k) Plans in South Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Apella Health Management, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 40006000800010000120001400016000 -1012345 Total assets ($B) Participants Apella Health Management, Inc. Retirement Savings Plan, Total assets ($B): 0.126555983 · Participants: 5635Apella Health Management, Inc. Retirement Savings PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Apella Health Management, Inc. Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Apella Health Management, Inc. Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Apella Health Management, Inc. Retirement Savings Plan

Apella Health Management, Inc. Retirement Savings Plan reports $127M in end-of-year assets across 5,635 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $22,459 per participant (16% of the national average assets-per-participant) . Net income for plan year 2023 was $39M.

This plan identity (EIN 814193950, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $87M to $168M (+91.8%) while covered participants moved from 4,965 to 6,429 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,965 $87M Open filing
2023 5,635 $127M This page
2024 · index core 6,429 $168M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Apella Health Management, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Interstate Batteries 401(k) Plan in TX ($127M); by covered participants it is Ingenovis Health 401(k) Plan in CO (5,635 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,635 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 Apella Health Management, Inc. Retirement Savings Plan assets move in 2023? ▼
Apella Health Management, Inc. Retirement Savings Plan surged - up 44.8% during 2023, from $87M to $127M. Reported net income was $39M.
How have Apella Health Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apella Health Management, Inc.'s sponsor-wide assets grew 91.8%, from $87M to $168M.
Where does Apella Health Management, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Apella Health Management, Inc. Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Apella Health Management, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interstate Batteries 401(k) Plan in TX ($127M, 1,196 participants).
Which 401(k) plans cover a similar participant headcount to Apella Health Management, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ingenovis Health 401(k) Plan in CO (5,635 participants, $51M 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 814193950.

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.