401(k) · DOL Form 5500 · 2023
Apella Health Management, Inc. 401(k) Plan
Data updated 2026-08-11
- $127M
- Total assets
- 5,635
- Participants
- 93rd
- Percentile by assets
- $22,459
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $127M
- total plan assets (2023 EOY)
- 5,635
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $22,459
- avg assets per participant
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.
Participants vs South Carolina filers
In South Carolina, the average filing covers about 369 participants across 1,490 plans. Apella Health Management, Inc. Retirement Savings Plan reports 5,635 participants - 15x that state average ($127M EOY assets).
South Carolina filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $39M |
| Employer EIN | 814193950 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apella Health Management, Inc.)
| 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
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
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 (401(k), $168M, 6,429 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Apella Health Management, Inc. Retirement Savings Plan by total assets, not by location.
- Interstate Batteries 401(k) Plan (TX) $127M · 1,196
- Connell Foley, LLP Employees 401(k) Profit Sharing Plan (NJ) $127M · 250
- Pachulski, Stang, Ziehl, & Jones LLP Profit Sharing Plan (CA) $127M · 101
- Associa, Inc. 401(k) Plan (TX) $127M · 6,223
Frequently Asked Questions
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Filing takeaways
Ways to act on Apella Health Management, Inc. Retirement Savings Plan's numbers.
- By total assets, Apella Health Management, Inc. Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans
- Apella Health Management, Inc.'s sponsor-wide assets have grown 91.8% since 2022 across 3 plan years on file. More Other Services plans