Defined Benefit (Pension) · DOL Form 5500 · 2024
Amerihealth Caritas Services, LLC Pension Plan
Data updated 2026-08-11
- $188M
- Total assets
- 1,335
- Participants
- 94th
- Percentile by assets
- $140,733
- Avg per participant
Official DOL plan name: Amerihealth Caritas Pension Plan · Sponsored by Amerihealth Caritas Services, LLC · Pennsylvania · Finance & Insurance
$188M in assets, 1,335 participants
Amerihealth Caritas Services, LLC's Amerihealth Caritas Pension Plan reported $188M in total assets and 1,335 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,739 in Finance & Insurance (8,549 peers)
Where Amerihealth Caritas Pension Plan sits by assets
Amerihealth Caritas Pension Plan sits in the top 10% of all filed plans by assets, $188M for 1,335 participants (~$140,733/participant), up 0.8% in 2024.
- $188M
- total plan assets (2024 EOY)
- 1,335
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $140,733
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amerihealth Caritas Pension Plan reported net income fell from $25M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Amerihealth Caritas Pension Plan reported participants fell from 1,411 in the plan year 2023 filing to 1,335 in the plan year 2024 filing.
- Amerihealth Caritas Pension Plan end-of-year assets rose from $186M in the plan year 2023 filing to $188M in the plan year 2024 filing.
Amerihealth Caritas Pension Plan vs the 2024 asset distribution
By assets, Amerihealth Caritas Pension Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $186M |
|---|---|
| Net Assets (End of Year) | $188M |
| Net Income | $2M |
| Employer EIN | 455415725 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amerihealth Caritas Services, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,910 | $819M |
| 2023 | 2 | 10,091 | $1.0B |
| 2024 | 2 | 11,383 | $1.1B |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Amerihealth Caritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Amerihealth Caritas Pension Plan by total assets, not by location.
- Hunterdon Medical Center Employees' Pension Plan (NJ) $188M · 508
- Allete and Affiliated Companies Retirement Plan B (MN) $188M · 292
- Resideo Technologies, Inc. Pension Plan (AZ) $188M · 842
- B.a.C. Local No. 3 Pension Plan (CA) $188M · 847
Frequently Asked Questions
How did Amerihealth Caritas Pension Plan assets move in 2024? ▼
How have Amerihealth Caritas Services, LLC plan assets changed over time? ▼
Where does Amerihealth Caritas Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Amerihealth Caritas Pension Plan? ▼
Next read for Amerihealth Caritas Pension Plan
Scale reading
Ways to act on Amerihealth Caritas Pension Plan's numbers.
- By total assets, Amerihealth Caritas Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Amerihealth Caritas Services, LLC's sponsor-wide assets have grown 38.6% since 2022 across 3 plan years on file. More Finance & Insurance plans