401(k) · DOL Form 5500 · 2024

Excellus Health Plan Inc. 401(k) Plan

Data updated 2026-08-25

$872M
Total assets Above avg plan size
4,495
Participants Above avg headcount
98th
Percentile by assets National rank
$193,909
Avg per participant Above avg balance/head
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Official DOL plan name: Excellus 401(k) Plan · Sponsored by Excellus Health Plan Inc. · New York · Finance & Insurance

$872M in assets, 4,495 participants

Excellus Health Plan Inc.'s Excellus 401(k) Plan reported $872M in total assets and 4,495 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,269 in Finance & Insurance (8,549 peers)

Coverage in New York

Excellus 401(k) Plan covers 4,495 participants in New York, 5.6x the typical New York plan (state average ~798 per filing). Assets: $872M.

#8,269
in Finance & Insurance (8,549 peers)
+16.0%
assets growth YoY
8.7×
vs typical plan assets (national mean)

Excellus 401(k) Plan's outsized position by total assets

Excellus 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$871,621,224 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Excellus 401(k) 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. Excellus 401(k) Plan lands in the large band (4,495 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excellus 401(k) Plan end-of-year assets rose from $751M in the plan year 2023 filing to $872M in the plan year 2024 filing.
  • Excellus 401(k) Plan reported net income fell from $133M in the plan year 2023 filing to $120M in the plan year 2024 filing.
  • Excellus 401(k) Plan reported participants rose from 4,279 in the plan year 2023 filing to 4,495 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 150329043 · Excellus Health Plan Inc. PY 2024 · 401(k)

Excellus 401(k) Plan · $872M · 4,495 · 98th

  • BOY $872M
  • SCH 4,495
  • EBSA 98th
  • PART 401(k)
  • TYPE near Csaa Insurance Group 401(k) Plan
  • NET ind #8269

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 Finance & Insurance retirement plans → · Plans in New York →

Excellus 401(k) Plan in the asset neighbourhood

Pay Deferral and Savings Plan of Hines Interests Limited PartnershipPay Deferral and Savings Pla…$873MCsaa Insurance Group 401(k) PlanCsaa Insurance Group 401(k) …$872MExcellus 401(k) Plan$872MCatalent Pharma Solutions, Inc. 401(k) PlanCatalent Pharma Solutions, I…$871MAmerican Fidelity Companies Employee Savings PlanAmerican Fidelity Companies …$870M
End-of-year total assets ($M) among Excellus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$751M
Net Assets (End of Year)$872M
Net Income$120M
Employer EIN150329043
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excellus Health Plan Inc.)

Sponsor-wide plan assets over time

All Excellus Health Plan Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 15.51474822210371% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B 202220232024 $1.4B $1.62B ▲ +15.7%
Year Plans Participants Total Assets
2022 3 6,385 $1.4B
2023 3 6,417 $1.5B
2024 3 6,533 $1.6B

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Excellus 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Excellus 401(k) Plan, Total assets ($B): 0.871621224 · Participants: 4495Excellus 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Excellus 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Excellus 401(k) Plan side-by-side with 3 peers →

Excellus 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Csaa Insurance Group 401(k) Plan in CA ($872M); by covered participants it is U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas in TX (4,498 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,495 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Excellus 401(k) Plan assets move in 2024? ▼
Excellus 401(k) Plan grew sharply - up 16.0% during 2024, from $751M to $872M. Reported net income was $120M.
How have Excellus Health Plan Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excellus Health Plan Inc.'s sponsor-wide assets grew 15.5%, from $1.4B to $1.6B.
Where does Excellus 401(k) Plan rank by assets among Form 5500 filers? ▼
Excellus 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Excellus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csaa Insurance Group 401(k) Plan in CA ($872M, 3,587 participants).
Which 401(k) plans cover a similar participant headcount to Excellus 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas in TX (4,498 participants, $37M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 150329043.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.