401(k) · DOL Form 5500 · 2024
Excela Health 401(k) Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 1,049
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $161,638
- Avg per participant Above avg balance/head
Official DOL plan name: Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies · Sponsored by Excela Health · Pennsylvania · Healthcare & Social Assistance
$170M in assets, 1,049 participants
Excela Health's Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies reported $170M in total assets and 1,049 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #15,955 in Healthcare & Social Assistance (16,916 peers)
Where Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies sits by assets
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies sits in the top 10% of all filed plans by assets, $170M for 1,049 participants (~$161,638/participant), up 14.0% in 2024.
- #15,955
- in Healthcare & Social Assistance (16,916 peers)
- +14.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies's outsized position by total assets
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$169,558,616 Top 6% higher than 94% 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
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies'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. Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies lands in the large band (1,049 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies reported net income fell from $26M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies end-of-year assets rose from $149M in the plan year 2023 filing to $170M in the plan year 2024 filing.
- Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies reported participants fell from 1,065 in the plan year 2023 filing to 1,049 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251471089 · Excela Health PY 2024 · 401(k)
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies · $170M · 1,049 · 94th
- BOOK $170M
- VS-ST 1,049
- BOY 94th
- SCH 401(k)
- EBSA near Thrift and Savings Plan Sponsored by United Dairy Industry Association
- PART ind #15955
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 →
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $21M |
| Employer EIN | 251471089 |
| Plan Effective Date | 1997-07-01 |
| 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 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Thrift and Savings Plan Sponsored by United Dairy Industry Association in IL ($170M); by covered participants it is Suburban Collection 401(k) Plan in MI (1,049 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,049 participants); asset peers above are excluded.
- Suburban Collection 401(k) Plan (MI) 1,049 · 0 off
- Rba Custom Windows 401(k) Plan (NJ) 1,049 · 0 off
- Asics America Corporation Retirement Savings Plan (CA) 1,049 · 0 off
- Prada USA Corp. & Affiliates Retirement Savings Plan (NY) 1,049 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.