Other · DOL Form 5500 · 2024
Excela Health Retirement Plan
Data updated 2026-08-11
- $365M
- Total assets
- 3,855
- Participants
- 96th
- Percentile by assets
- $94,648
- Avg per participant
Official DOL plan name: Excela Health 403(b) Retirement Plan · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance
$365M in assets, 3,855 participants
Excela Health's Excela Health 403(b) Retirement Plan reported $365M in total assets and 3,855 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #16,330 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Excela Health 403(b) Retirement Plan covers 3,855 participants in Pennsylvania, 4.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $365M.
- $365M
- total plan assets (2024 EOY)
- 3,855
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $94,648
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Excela Health 403(b) Retirement Plan reported net income fell from $37M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Excela Health 403(b) Retirement Plan end-of-year assets rose from $338M in the plan year 2023 filing to $365M in the plan year 2024 filing.
- Excela Health 403(b) Retirement Plan reported participants fell from 4,063 in the plan year 2023 filing to 3,855 in the plan year 2024 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Excela Health 403(b) Retirement Plan reports 3,855 participants - 4.7x that state average ($365M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $338M |
|---|---|
| Net Assets (End of Year) | $365M |
| Net Income | $27M |
| Employer EIN | 251471089 |
| Plan Effective Date | 2006-01-01 |
| 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 Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Excela Health 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Similar-Sized Other Plans Nationally
Other plans in other states closest to Excela Health 403(b) Retirement Plan by total assets, not by location.
- Monument Health, Inc. 403(b) Plan (SD) $365M · 5,261
- Bradley University Defined Contribution Plan (IL) $366M · 815
- Saint Francis Health System, Inc. 403(b) Savings P (OK) $366M · 903
- Skidmore 403(b) Retirement Plan (NY) $368M · 862
Frequently Asked Questions
How did Excela Health 403(b) Retirement Plan assets move in 2024? ▼
How have Excela Health plan assets changed over time? ▼
Where does Excela Health 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Excela Health 403(b) Retirement Plan? ▼
Next read for Excela Health 403(b) Retirement Plan
Filing takeaways
Ways to act on Excela Health 403(b) Retirement Plan's numbers.
- By total assets, Excela Health 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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