Profit Sharing · DOL Form 5500 · 2024

Ath Holding Company, LLC Profit Sharing Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
3,618
Participants Above avg headcount
90th
Percentile by assets National rank
$26,988
Avg per participant Low balance/head
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Official DOL plan name: Elevance Health Puerto Rico Retirement Plan · Sponsored by Ath Holding Company, LLC · Puerto Rico · Finance & Insurance

$98M in assets, 3,618 participants

Ath Holding Company, LLC's Elevance Health Puerto Rico Retirement Plan reported $98M in total assets and 3,618 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,253 in Finance & Insurance (8,549 peers)

Coverage in Puerto Rico

Elevance Health Puerto Rico Retirement Plan covers 3,618 participants in Puerto Rico, 41x the typical Puerto Rico plan (state average ~89 per filing). Assets: $98M.

#7,253
in Finance & Insurance (8,549 peers)
+31.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Elevance Health Puerto Rico Retirement Plan's outsized position by total assets

Elevance Health Puerto Rico Retirement Plan vs every filed plan by assets

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

$97,642,799 Top 10% higher than 90% 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

Elevance Health Puerto Rico 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. Elevance Health Puerto Rico Retirement Plan lands in the large band (3,618 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elevance Health Puerto Rico Retirement Plan reported net income rose from $16M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Elevance Health Puerto Rico Retirement Plan end-of-year assets rose from $74M in the plan year 2023 filing to $98M in the plan year 2024 filing.
  • Elevance Health Puerto Rico Retirement Plan reported participants rose from 3,173 in the plan year 2023 filing to 3,618 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 660588600 · Ath Holding Company, LLC PY 2024 · Profit Sharing

Elevance Health Puerto Rico Retirement Plan · $98M · 3,618 · 90th

  • EIN $98M
  • RANK 3,618
  • PHOTO 90th
  • IND Profit Sharing
  • EOY near Bricklayers Supplemental Annuity Fund
  • 5500 ind #7253

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 Puerto Rico →

Elevance Health Puerto Rico Retirement Plan in the asset neighbourhood

Schiff Hardin LLP Professional Retirement Plan ISchiff Hardin LLP Profession…$98MBricklayers Supplemental Annuity FundBricklayers Supplemental Ann…$98MElevance Health Puerto Rico Retirement PlanElevance Health Puerto Rico …$98MHood College Defined Contribution Retirement PlanHood College Defined Contrib…$97MTexas Farm Bureau & Adopting Companies Defined Contribution PlanTexas Farm Bureau & Adopting…$97M
End-of-year total assets ($M) among Elevance Health Puerto Rico Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$98M
Net Income$24M
Employer EIN660588600
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ath Holding Company, LLC)

Sponsor-wide plan assets over time

All Ath Holding Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$98M 31.724742518157367% vs 2023
2024 filing year
$70M$80M$90M$100M 20232024 $74.1M $97.6M ▲ +31.7%
Year Plans Participants Total Assets
2023 1 3,173 $74M
2024 1 3,618 $98M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Elevance Health Puerto Rico Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 02004006008001000 Total assets ($M) Participants Elevance Health Puerto Rico Retirement Plan, Total assets ($M): 97.642799 · Participants: 3618Elevance Health Puerto Rico Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Elevance Health Puerto Rico Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Elevance Health Puerto Rico Retirement Plan side-by-side with 3 peers →

Elevance Health Puerto Rico Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Bricklayers Supplemental Annuity Fund in NY ($98M); by covered participants it is Plumbers & Steamfitters 72 Defined Contrib Fund in FL (3,631 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,618 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 Elevance Health Puerto Rico Retirement Plan assets move in 2024? ▼
Elevance Health Puerto Rico Retirement Plan surged - up 31.7% during 2024, from $74M to $98M. Reported net income was $24M.
How have Ath Holding Company, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ath Holding Company, LLC's sponsor-wide assets grew 31.7%, from $74M to $98M.
Where does Elevance Health Puerto Rico Retirement Plan rank by assets among Form 5500 filers? ▼
Elevance Health Puerto Rico Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Elevance Health Puerto Rico Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bricklayers Supplemental Annuity Fund in NY ($98M, 1,181 participants).
Which Profit Sharing plans cover a similar participant headcount to Elevance Health Puerto Rico Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbers & Steamfitters 72 Defined Contrib Fund in FL (3,631 participants, $162M 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 660588600.

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.