Defined Benefit (Pension) · DOL Form 5500 · 2024
Excela Health Pension Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 422
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $57,327
- Avg per participant Low balance/head
Official DOL plan name: Excela Health Pension Plan · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance
$24M in assets, 422 participants
Excela Health's Excela Health Pension Plan reported $24M in total assets and 422 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #13,156 in Healthcare & Social Assistance (16,916 peers)
Excela Health multi-year trail
Excela Health's plans moved +20.1% in assets from 2022 to 2024; this filing shows Excela Health Pension Plan at $24M / 422 participants.
- #13,156
- in Healthcare & Social Assistance (16,916 peers)
- -0.0%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Excela Health Pension Plan's outsized position by total assets
Excela Health Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,192,116 Top 26% higher than 74% 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 Pension Plan 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. Excela Health Pension Plan sits mid-pack in the medium band (422 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Excela Health Pension Plan reported net income fell from $186K in the plan year 2023 filing to -$12K in the plan year 2024 filing.
- Excela Health Pension Plan reported participants fell from 465 in the plan year 2023 filing to 422 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 251471089 · Excela Health PY 2024 · Defined Benefit (Pension)
Excela Health Pension Plan · $24M · 422 · 74th
- BOY $24M
- BOY 422
- BOY 74th
- BOY Defined Benefit (Pension)
- BOY near GE Aviation Systems Pension Plan for UAW Local 330 Union Employees of the Grand Rapids, Mi Division
- BOY ind #13156
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 Pension Plan in the asset neighbourhood
Excela Health multi-year asset trail
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 |
Excela Health filing trail (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$12K |
| Employer EIN | 251471089 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
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
Excela Health Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is GE Aviation Systems Pension Plan for UAW Local 330 Union Employees of the Grand Rapids, Mi Division in OH ($24M); by covered participants it is Ryerson Pension Plan in IL (422 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- GE Aviation Systems Pension Plan for UAW Local 330 Union Employees of the Grand Rapids, Mi Division (OH) $24M · 62
- Laborers District Council of Virginia Pension Trust Fund (VA) $24M · 145
- Soarion Credit Union Retirement Plan and Trust (TX) $24M · 57
- Masonic Hall & Asylum Employees Retirement Fund (NY) $24M · 88
Similar participant headcount
Nearest other-state filings by covered participants (422 participants); asset peers above are excluded.
- Ryerson Pension Plan (IL) 422 · 0 off
- Triple-S Management Corporation Non-Contributory Retirement Plan (PR) 422 · 0 off
- Tdk U. S. a. Corporation Retirement Plan (NY) 422 · 0 off
- Ssl Pension Plan (CA) 422 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.