Defined Benefit (Pension) · DOL Form 5500 · 2024
Excela Health Pension Plan
Data updated 2026-08-11
- $120M
- Total assets
- 451
- Participants
- 92nd
- Percentile by assets
- $267,143
- Avg per participant
Official DOL plan name: Defined Benefit Pension Plan for the Employees of Excela Health · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance
$120M in assets, 451 participants
Excela Health's Defined Benefit Pension Plan for the Employees of Excela Health reported $120M in total assets and 451 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,690 in Healthcare & Social Assistance (16,916 peers)
Where Defined Benefit Pension Plan for the Employees of Excela Health sits by assets
Defined Benefit Pension Plan for the Employees of Excela Health sits in the top 10% of all filed plans by assets, $120M for 451 participants (~$267,143/participant), down 0.8% in 2024.
- $120M
- total plan assets (2024 EOY)
- 451
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $267,143
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Defined Benefit Pension Plan for the Employees of Excela Health reported net income fell from $4M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Defined Benefit Pension Plan for the Employees of Excela Health reported participants fell from 495 in the plan year 2023 filing to 451 in the plan year 2024 filing.
- Defined Benefit Pension Plan for the Employees of Excela Health end-of-year assets fell from $121M in the plan year 2023 filing to $120M in the plan year 2024 filing.
Defined Benefit Pension Plan for the Employees of Excela Health vs the 2024 asset distribution
By assets, Defined Benefit Pension Plan for the Employees of Excela Health outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $121M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | -$1M |
| Employer EIN | 251471089 |
| Plan Effective Date | 1947-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excela Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 6,467 | $565M |
| 2023 | 4 | 6,088 | $632M |
| 2024 | 4 | 5,777 | $679M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Defined Benefit Pension Plan for the Employees of Excela Health vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Defined Benefit Pension Plan for the Employees of Excela Health by total assets, not by location.
- Cargill Meat Solutions Corporation Employees Retirement Plan (KS) $120M · 3,008
- Retirement Plan for Employees of White Plains Hospital Medical Center (NY) $121M · 362
- Pension Plan for Union Employees of the New York Racing Association, Inc. (NY) $120M · 115
- The Burger King Retirement Plan (FL) $121M · 40
Frequently Asked Questions
How did Defined Benefit Pension Plan for the Employees of Excela Health assets move in 2024? ▼
How have Excela Health plan assets changed over time? ▼
Where does Defined Benefit Pension Plan for the Employees of Excela Health rank by assets among Form 5500 filers? ▼
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Ways to act on Defined Benefit Pension Plan for the Employees of Excela Health's numbers.
- By total assets, Defined Benefit Pension Plan for the Employees of Excela Health ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
- Excela Health's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans