Defined Benefit (Pension) · DOL Form 5500 · 2024
Excela Health Pension Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 451
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $267,143
- Avg per participant High balance/head
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.
- #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.
- #15,690
- in Healthcare & Social Assistance (16,916 peers)
- -0.8%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
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.
Defined Benefit Pension Plan for the Employees of Excela Health's outsized position by total assets
Defined Benefit Pension Plan for the Employees of Excela Health vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$120,481,481 Top 8% higher than 92% 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
Defined Benefit Pension Plan for the Employees of Excela Health among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan for the Employees of Excela Health sits mid-pack in the medium band (451 participants).
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.
Published 5500 schedule card
Filing strip 251471089 · Excela Health PY 2024 · Defined Benefit (Pension)
Defined Benefit Pension Plan for the Employees of Excela Health · $120M · 451 · 92nd
- TYPE $120M
- NET 451
- BOOK 92nd
- VS-ST Defined Benefit (Pension)
- BOY near Cargill Meat Solutions Corporation Employees Retirement Plan
- SCH ind #15690
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Defined Benefit Pension Plan for the Employees of Excela Health in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Excela Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $679M 20.13577411541711% vs 2022
- 2024 filing year
| 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.
- 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
Defined Benefit Pension Plan for the Employees of Excela Health's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Cargill Meat Solutions Corporation Employees Retirement Plan in KS ($120M); by covered participants it is Taft Stettinius & Hollister LLP Retirement Plan for Partners in OH (451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (451 participants); asset peers above are excluded.
- Taft Stettinius & Hollister LLP Retirement Plan for Partners (OH) 451 · 0 off
- Pension Plan of Tallahassee Memorial Healthcare, Inc. (FL) 451 · 0 off
- Revlon Employees' Retirement Plan (NY) 451 · 0 off
- Raley's Group Pension Plan (CA) 450 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.