401(k) · DOL Form 5500 · 2024
Amerihealth Caritas Services, LLC 401(k) Plan
Data updated 2026-08-11
- $948M
- Total assets
- 10,048
- Participants
- 98th
- Percentile by assets
- $94,301
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $948M
- total plan assets (2024 EOY)
- 10,048
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $94,301
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Amerihealth Caritas 401(k) Plan reports 10,048 participants - 12x that state average ($948M EOY assets).
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)
| 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.
Amerihealth Caritas 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Amerihealth Caritas 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Amerihealth Caritas 401(k) Plan assets move in 2024? ▼
How have Amerihealth Caritas Services, LLC plan assets changed over time? ▼
Where does Amerihealth Caritas 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Amerihealth Caritas 401(k) Plan? ▼
Next read for Amerihealth Caritas 401(k) Plan
Filing takeaways
Ways to act on Amerihealth Caritas 401(k) Plan's numbers.
- By total assets, Amerihealth Caritas 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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