Other · DOL Form 5500 · 2024
Excela Health Retirement Plan
Data updated 2026-08-25
- $365M
- Total assets Above avg plan size
- 3,855
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $94,648
- Avg per participant Below avg balance/head
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.
- #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.
- #16,330
- in Healthcare & Social Assistance (16,916 peers)
- +8.0%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Excela Health 403(b) Retirement Plan's outsized position by total assets
Excela Health 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$364,866,584 Top 4% higher than 96% 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
Excela Health 403(b) 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. Excela Health 403(b) Retirement Plan lands in the large band (3,855 participants).
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.
Published 5500 schedule card
Filing strip 251471089 · Excela Health PY 2024 · Other
Excela Health 403(b) Retirement Plan · $365M · 3,855 · 96th
- EIN $365M
- RANK 3,855
- PHOTO 96th
- IND Other
- EOY near Monument Health, Inc. 403(b) Plan
- 5500 ind #16330
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 →
Excela Health 403(b) Retirement Plan in the asset neighbourhood
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)
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 Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Excela Health 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Monument Health, Inc. 403(b) Plan in SD ($365M); by covered participants it is The Mary Imogene Bassett Hospital Retirement Plan in NY (3,853 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($365M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,855 participants); asset peers above are excluded.
- The Mary Imogene Bassett Hospital Retirement Plan (NY) 3,853 · 2 off
- Centerstone of America, Inc. 403(b) Retirement Plan (TN) 3,866 · 11 off
- Mvhs, Inc. 403(b) Plan (NY) 3,866 · 11 off
- American Heart Association, Inc. 403(b) Pension Plan (TX) 3,868 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.