401(k) · DOL Form 5500 · 2024
Amerihealth Caritas Services, LLC 401(k) Plan
Data updated 2026-08-25
- $948M
- Total assets Above avg plan size
- 10,048
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $94,301
- Avg per participant Below avg balance/head
Official DOL plan name: Amerihealth Caritas 401(k) Plan · Sponsored by Amerihealth Caritas Services, LLC · Pennsylvania · Finance & Insurance
$948M in assets, 10,048 participants
Amerihealth Caritas Services, LLC's Amerihealth Caritas 401(k) Plan reported $948M in total assets and 10,048 participants in its 2024 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.
- #8,289 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Amerihealth Caritas 401(k) Plan covers 10,048 participants in Pennsylvania, 12x the typical Pennsylvania plan (state average ~822 per filing). Assets: $948M.
- #8,289
- in Finance & Insurance (8,549 peers)
- +12.6%
- assets growth YoY
- 9.5×
- vs typical plan assets (national mean)
Amerihealth Caritas 401(k) Plan's outsized position by total assets
Amerihealth Caritas 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$947,536,890 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Amerihealth Caritas 401(k) Plan's mega-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 401(k) Plan is a mega filing (10,048 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amerihealth Caritas 401(k) Plan reported net income fell from $184M in the plan year 2023 filing to $106M in the plan year 2024 filing.
- Amerihealth Caritas 401(k) Plan reported participants rose from 8,680 in the plan year 2023 filing to 10,048 in the plan year 2024 filing.
- Amerihealth Caritas 401(k) Plan end-of-year assets rose from $841M in the plan year 2023 filing to $948M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 455415725 · Amerihealth Caritas Services, LLC PY 2024 · 401(k)
Amerihealth Caritas 401(k) Plan · $948M · 10,048 · 98th
- EIN $948M
- EIN 10,048
- EIN 98th
- EIN 401(k)
- EIN near Reworld Savings Plan
- EIN ind #8289
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 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $841M |
|---|---|
| Net Assets (End of Year) | $948M |
| Net Income | $106M |
| Employer EIN | 455415725 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,910 | $819M |
| 2023 | 2 | 10,091 | $1.0B |
| 2024 | 2 | 11,383 | $1.1B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Scale composition for Amerihealth Caritas 401(k) Plan
Amerihealth Caritas 401(k) Plan reports $948M in end-of-year assets across 10,048 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $94,301 per participant (68% of the national average assets-per-participant) . Net income for plan year 2024 was $106M.
This plan identity (EIN 455415725, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $658M to $948M (+44.1%) while covered participants moved from 7,400 to 10,048 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,400 | $658M | Open filing |
| 2023 | 8,680 | $841M | Open filing |
| 2024 · index core | 10,048 | $948M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Amerihealth Caritas Pension Plan (Defined Benefit (Pension), $188M, 1,335 participants)
Amerihealth Caritas 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Reworld Savings Plan in NJ ($948M); by covered participants it is Pappas Restaurants 401(k) Plan in TX (10,048 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($948M here).
- Reworld Savings Plan (NJ) $948M · 4,189
- In-N-Out Burger Associates' Profit Sharing Plan (CA) $947M · 17,382
- Brookhaven Science Associates, LLC 401(k) Plan (NY) $949M · 2,227
- Adient US LLC Savings and Investment (401(k)) Plan (MI) $951M · 6,285
Similar participant headcount
Nearest other-state filings by covered participants (10,048 participants); asset peers above are excluded.
- Pappas Restaurants 401(k) Plan (TX) 10,048 · 0 off
- The Pssi 401(k) Plan & Trust (WI) 10,053 · 5 off
- Seattle Children's Healthcare System Employees Retirement Plan (WA) 10,042 · 6 off
- Eversource 401(k) Plan (CT) 10,041 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.