Defined Benefit (Pension) · DOL Form 5500 · 2024

Excellus Health Plan, Inc. Pension Plan

Data updated 2026-08-25

$747M
Total assets Above avg plan size
2,038
Participants Near avg headcount
98th
Percentile by assets National rank
$366,496
Avg per participant High balance/head
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Official DOL plan name: Excellus Retirement Plan · Sponsored by Excellus Health Plan, Inc. · New York · Finance & Insurance

$747M in assets, 2,038 participants

Excellus Health Plan, Inc.'s Excellus Retirement Plan reported $747M in total assets and 2,038 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.

  • #8,237 in Finance & Insurance (8,549 peers)

Coverage in New York

Excellus Retirement Plan covers 2,038 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $747M.

#8,237
in Finance & Insurance (8,549 peers)
-5.1%
assets change YoY
7.5×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excellus Retirement Plan's outsized position by total assets

Excellus Retirement Plan vs every filed plan by assets

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

$746,919,592 Top 2% higher than 98% 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

Excellus Retirement 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. Excellus Retirement Plan lands in the large band (2,038 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excellus Retirement Plan reported net income fell from $5M in the plan year 2023 filing to -$40M in the plan year 2024 filing.
  • Excellus Retirement Plan end-of-year assets fell from $787M in the plan year 2023 filing to $747M in the plan year 2024 filing.
  • Excellus Retirement Plan reported participants fell from 2,138 in the plan year 2023 filing to 2,038 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 150329043 · Excellus Health Plan, Inc. PY 2024 · Defined Benefit (Pension)

Excellus Retirement Plan · $747M · 2,038 · 98th

  • PCT $747M
  • EIN 2,038
  • RANK 98th
  • PHOTO Defined Benefit (Pension)
  • IND near Pacificorp Retirement Plan
  • EOY ind #8237

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 New York →

Excellus Retirement Plan in the asset neighbourhood

District No. 9 International Association of Machin Aerospace Workers Pension PlanDistrict No. 9 International…$749MExcellus Retirement Plan$747MPacificorp Retirement Plan$747MTranscanada USA Services Inc. Retirement PlanTranscanada USA Services Inc…$745MTeco Energy Group Retirement PlanTeco Energy Group Retirement…$744M
End-of-year total assets ($M) among Excellus Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$787M
Net Assets (End of Year)$747M
Net Income-$40M
Employer EIN150329043
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excellus Health Plan, Inc.)

Sponsor-wide plan assets over time

All Excellus Health Plan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 15.51474822210371% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.4B $1.62B ▲ +15.7%
Year Plans Participants Total Assets
2022 3 6,385 $1.4B
2023 3 6,417 $1.5B
2024 3 6,533 $1.6B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Excellus Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Excellus Retirement Plan, Total assets ($B): 0.746919592 · Participants: 2038Excellus Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Excellus Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Excellus Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Pacificorp Retirement Plan in OR ($747M); by covered participants it is Citgo Petroleum Corporation Salaried Employees' Pension Plan in TX (2,037 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,038 participants); asset peers above are excluded.

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 Excellus Retirement Plan assets move in 2024? ▼
Excellus Retirement Plan pulled back noticeably - down 5.1% during 2024, from $787M to $747M. Reported net income was -$40M.
How have Excellus Health Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excellus Health Plan, Inc.'s sponsor-wide assets grew 15.5%, from $1.4B to $1.6B.
Where does Excellus Retirement Plan rank by assets among Form 5500 filers? ▼
Excellus Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Excellus Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pacificorp Retirement Plan in OR ($747M, 1,007 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excellus Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Citgo Petroleum Corporation Salaried Employees' Pension Plan in TX (2,037 participants, $799M 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 150329043.

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.