401(k) · DOL Form 5500 · 2024
Apella Health Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 6,429
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $26,072
- Avg per participant Low balance/head
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.
- #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.
- #7,562
- in Other Services (7,719 peers)
- +32.4%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Apella Health Management, Inc. Retirement Savings Plan's outsized position by total assets
Apella Health Management, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$167,613,886 Top 7% higher than 93% 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
Apella Health Management, Inc. Retirement Savings 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. Apella Health Management, Inc. Retirement Savings Plan lands in the large band (6,429 participants).
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.
Plan-year Form 5500 strip
Filing strip 814193950 · Apella Health Management, Inc. PY 2024 · 401(k)
Apella Health Management, Inc. Retirement Savings Plan · $168M · 6,429 · 93rd
- BOOK $168M
- VS-ST 6,429
- BOY 93rd
- SCH 401(k)
- EBSA near Gerson Lehrman Group Inc Plan
- PART ind #7562
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 Other Services retirement plans → · Plans in South Carolina →
Apella Health Management, Inc. Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Apella Health Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 91.83580572529564% vs 2022
- 2024 filing year
| 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.
- 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 |
Apella Health Management, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Gerson Lehrman Group Inc Plan in NY ($168M); by covered participants it is Arvest Bank 401(k) & Profit Sharing Retirement Plan in AR (6,430 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,429 participants); asset peers above are excluded.
- Arvest Bank 401(k) & Profit Sharing Retirement Plan (AR) 6,430 · 1 off
- Pci Gaming Authority 401(k) Retirement Plan (AL) 6,426 · 3 off
- Burlington Northern Santa Fe Investment and Retirement Plan (TX) 6,424 · 5 off
- Metz Culinary Management, LLC 401(k) Plan (PA) 6,436 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.