Defined Benefit (Pension) · DOL Form 5500 · 2024
Ath Holding Company LLC Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 7,552
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $163,828
- Avg per participant Above avg balance/head
Official DOL plan name: Elevance Health Cash Balance Plan a · Sponsored by Ath Holding Company LLC · Indiana · Finance & Insurance
$1.2B in assets, 7,552 participants
Ath Holding Company LLC's Elevance Health Cash Balance Plan a reported $1.2B in total assets and 7,552 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,340 in Finance & Insurance (8,549 peers)
Coverage in Indiana
Elevance Health Cash Balance Plan a covers 7,552 participants in Indiana, 14x the typical Indiana plan (state average ~541 per filing). Assets: $1.2B.
- #8,340
- in Finance & Insurance (8,549 peers)
- -3.2%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elevance Health Cash Balance Plan a's outsized position by total assets
Elevance Health Cash Balance Plan a vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,237,231,976 Top 1% higher than 99% 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
Elevance Health Cash Balance Plan a'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 Cash Balance Plan a lands in the large band (7,552 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Elevance Health Cash Balance Plan a reported net income fell from $56M in the plan year 2023 filing to -$41M in the plan year 2024 filing.
- Elevance Health Cash Balance Plan a reported participants fell from 8,197 in the plan year 2023 filing to 7,552 in the plan year 2024 filing.
- Elevance Health Cash Balance Plan a end-of-year assets fell from $1.3B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 113713086 · Ath Holding Company LLC PY 2024 · Defined Benefit (Pension)
Elevance Health Cash Balance Plan a · $1.2B · 7,552 · 99th
- 5500 $1.2B
- ASSETS 7,552
- PCT 99th
- EIN Defined Benefit (Pension)
- RANK near Laborers' District Council Construction Industry Pension Fund
- PHOTO ind #8340
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 Indiana →
Elevance Health Cash Balance Plan a in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$41M |
| Employer EIN | 113713086 |
| Plan Effective Date | 1953-01-01 |
| Filing Status | FILING 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
- $13.8B 23.78490471938838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 81,321 | $11.2B |
| 2023 | 3 | 85,439 | $12.8B |
| 2024 | 3 | 81,191 | $13.8B |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.8B · 19,897
- Cummins Pension Plan $3.2B · 30,640
- Indiana Laborers Pension Fund $1.8B · 11,039
- Nisource Pension Plan $1.0B · 2,133
- National Basketball Association Players' Pension Plan $725M · 520
Scale composition for Elevance Health Cash Balance Plan a
Elevance Health Cash Balance Plan a reports $1.2B in end-of-year assets across 7,552 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $163,828 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2024 was -$41M.
This plan identity (EIN 113713086, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.2B (+1.2%) while covered participants moved from 8,650 to 7,552 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,650 | $1.2B | Open filing |
| 2023 | 8,197 | $1.3B | Open filing |
| 2024 · index core | 7,552 | $1.2B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Elevance Health 401(k) Plan (401(k), $12.1B, 73,120 participants)
- Elevance Health Cash Balance Plan B (Defined Benefit (Pension), $501M, 519 participants)
Elevance Health Cash Balance Plan a's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Laborers' District Council Construction Industry Pension Fund in PA ($1.2B); by covered participants it is Directors Guild of America-Producer Pension Plan Basic Benefit Plan in CA (7,530 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Laborers' District Council Construction Industry Pension Fund (PA) $1.2B · 2,938
- Pension Plan of Local 464a (NJ) $1.2B · 7,229
- Memorial Sloan Kettering Cancer Center Pension Plan (NY) $1.2B · 4,491
- Hanford Multi-Employer Pension Plan (WA) $1.2B · 1,432
Similar participant headcount
Nearest other-state filings by covered participants (7,552 participants); asset peers above are excluded.
- Directors Guild of America-Producer Pension Plan Basic Benefit Plan (CA) 7,530 · 22 off
- Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund (NJ) 7,491 · 61 off
- Kinder Morgan Retirement Plan B (TX) 7,617 · 65 off
- Hotel Union and Hotel Industry of Hawaii Pension Plan (HI) 7,636 · 84 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.