Defined Benefit (Pension) · DOL Form 5500 · 2024

Amerihealth Caritas Services, LLC Pension Plan

Data updated 2026-08-25

$188M
Total assets Near avg plan size
1,335
Participants Near avg headcount
94th
Percentile by assets National rank
$140,733
Avg per participant Near avg balance/head
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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.

  • #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.

#7,739
in Finance & Insurance (8,549 peers)
+0.8%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Amerihealth Caritas Pension Plan's outsized position by total assets

Amerihealth Caritas Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$187,877,915 Top 6% higher than 94% of 123,620 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 2024

Amerihealth Caritas Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amerihealth Caritas Pension Plan lands in the large band (1,335 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 455415725 · Amerihealth Caritas Services, LLC PY 2024 · Defined Benefit (Pension)

Amerihealth Caritas Pension Plan · $188M · 1,335 · 94th

  • PCT $188M
  • PCT 1,335
  • PCT 94th
  • PCT Defined Benefit (Pension)
  • PCT near Hunterdon Medical Center Employees' Pension Plan
  • PCT ind #7739

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 Pennsylvania →

Amerihealth Caritas Pension Plan in the asset neighbourhood

B.a.C. Local No. 3 Pension PlanB.a.C. Local No. 3 Pension P…$188MAllete and Affiliated Companies Retirement Plan BAllete and Affiliated Compan…$188MAmerihealth Caritas Pension PlanAmerihealth Caritas Pension …$188MHunterdon Medical Center Employees' Pension PlanHunterdon Medical Center Emp…$188MResideo Technologies, Inc. Pension PlanResideo Technologies, Inc. P…$188M
End-of-year total assets ($M) among Amerihealth Caritas Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$186M
Net Assets (End of Year)$188M
Net Income$2M
Employer EIN455415725
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerihealth Caritas Services, LLC)

Sponsor-wide plan assets over time

All Amerihealth Caritas Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 38.615693712086255% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.82B $1.14B ▲ +39.0%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Amerihealth Caritas Pension Plan, Total assets ($B): 0.187877915 · Participants: 1335Amerihealth Caritas Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Amerihealth Caritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Amerihealth Caritas Pension Plan side-by-side with 3 peers →

Amerihealth Caritas Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Hunterdon Medical Center Employees' Pension Plan in NJ ($188M); by covered participants it is International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund in MO (1,337 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($188M here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Amerihealth Caritas Pension Plan assets move in 2024? ▼
Amerihealth Caritas Pension Plan held essentially flat - up 0.8% during 2024, from $186M to $188M. Reported net income was $2M.
How have Amerihealth Caritas Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amerihealth Caritas Services, LLC's sponsor-wide assets grew 38.6%, from $819M to $1.1B.
Where does Amerihealth Caritas Pension Plan rank by assets among Form 5500 filers? ▼
Amerihealth Caritas Pension Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amerihealth Caritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hunterdon Medical Center Employees' Pension Plan in NJ ($188M, 508 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amerihealth Caritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund in MO (1,337 participants, $373M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455415725.

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.