401(k) · DOL Form 5500 · 2024
Apella Health Management, Inc. 401(k) Plan
Data updated 2026-08-11
- $168M
- Total assets
- 6,429
- Participants
- 93rd
- Percentile by assets
- $26,072
- Avg per participant
Official DOL plan name: Apella Health Management, Inc. Retirement Savings Plan · Sponsored by Apella Health Management, Inc. · South Carolina · Other Services
$168M in assets, 6,429 participants
Apella Health Management, Inc.'s Apella Health Management, Inc. Retirement Savings Plan reported $168M in total assets and 6,429 participants in its 2024 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 123,622 plans)
- #7,562 in Other Services (7,719 peers)
Coverage in South Carolina
Apella Health Management, Inc. Retirement Savings Plan covers 6,429 participants in South Carolina, 17x the typical South Carolina plan (state average ~369 per filing). Assets: $168M.
- $168M
- total plan assets (2024 EOY)
- 6,429
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $26,072
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Apella Health Management, Inc. Retirement Savings Plan end-of-year assets rose from $127M in the plan year 2023 filing to $168M in the plan year 2024 filing.
- Apella Health Management, Inc. Retirement Savings Plan reported participants rose from 5,635 in the plan year 2023 filing to 6,429 in the plan year 2024 filing.
- Apella Health Management, Inc. Retirement Savings Plan reported net income rose from $39M in the plan year 2023 filing to $41M in the plan year 2024 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 6,429 participants - 17x that state average ($168M EOY assets).
South Carolina filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $41M |
| 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 $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Scale composition for Apella Health Management, Inc. Retirement Savings Plan
Apella Health Management, Inc. Retirement Savings Plan reports $168M in end-of-year assets across 6,429 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $26,072 per participant (19% of the national average assets-per-participant) . Net income for plan year 2024 was $41M.
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 | Open filing |
| 2024 · index core | 6,429 | $168M | This page |
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.
- Gerson Lehrman Group Inc Plan (NY) $168M · 1,169
- Loews Corporation Employees' Savings Plan (NY) $168M · 122
- Sunsource Savings and Investment Plan (IL) $168M · 1,088
- Epstein Becker & Green, P.C. 401(k) Retirement Savings Plan (NY) $168M · 463
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