Defined Benefit (Pension) · DOL Form 5500 · 2024

Ath Holding Company LLC Pension Plan

Data updated 2026-08-25

$501M
Total assets Above avg plan size
519
Participants Below avg headcount
97th
Percentile by assets National rank
$964,584
Avg per participant High balance/head
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Official DOL plan name: Elevance Health Cash Balance Plan B · Sponsored by Ath Holding Company LLC · Indiana · Finance & Insurance

$501M in assets, 519 participants

Ath Holding Company LLC's Elevance Health Cash Balance Plan B reported $501M in total assets and 519 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,125 in Finance & Insurance (8,549 peers)

Where Elevance Health Cash Balance Plan B sits by assets

Elevance Health Cash Balance Plan B sits in the top 5% of all filed plans by assets, $501M for 519 participants (~$964,584/participant), down 2.7% in 2024.

#8,125
in Finance & Insurance (8,549 peers)
-2.7%
assets change YoY
5.0×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elevance Health Cash Balance Plan B's outsized position by total assets

Elevance Health Cash Balance Plan B vs every filed plan by assets

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

$500,619,045 Top 3% higher than 97% 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 Cash Balance Plan B 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. Elevance Health Cash Balance Plan B sits mid-pack in the medium band (519 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elevance Health Cash Balance Plan B reported net income fell from $18M in the plan year 2023 filing to -$14M in the plan year 2024 filing.
  • Elevance Health Cash Balance Plan B reported participants fell from 652 in the plan year 2023 filing to 519 in the plan year 2024 filing.
  • Elevance Health Cash Balance Plan B end-of-year assets fell from $515M in the plan year 2023 filing to $501M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 113713086 · Ath Holding Company LLC PY 2024 · Defined Benefit (Pension)

Elevance Health Cash Balance Plan B · $501M · 519 · 97th

  • NET $501M
  • BOOK 519
  • VS-ST 97th
  • BOY Defined Benefit (Pension)
  • SCH near Federal-Mogul Pension Plan
  • EBSA ind #8125

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 B in the asset neighbourhood

Ironworkers National Pension PlanIronworkers National Pension…$503MCrown Equipment Corporation Retirement PlanCrown Equipment Corporation …$503MElevance Health Cash Balance Plan BElevance Health Cash Balance…$501MFederal-Mogul Pension Plan$500MColumbia Bank Retirement Plan$500M
End-of-year total assets ($M) among Elevance Health Cash Balance Plan B and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$515M
Net Assets (End of Year)$501M
Net Income-$14M
Employer EIN113713086
Plan Effective Date2011-01-01
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
$13.8B 23.78490471938838% vs 2022
2024 filing year
$10B$11B$12B$13B$14B$15B 202220232024 $11.2B $13.9B ▲ +23.8%
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.

Elevance Health Cash Balance Plan B vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Elevance Health Cash Balance Plan B, Total assets ($B): 0.500619045 · Participants: 519Elevance Health Cash Balance Plan BThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Elevance Health Cash Balance Plan B vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Elevance Health Cash Balance Plan B side-by-side with 3 peers →

Elevance Health Cash Balance Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Federal-Mogul Pension Plan in MI ($500M); by covered participants it is Pension Plan Private Sanitation Union Local 813 Ibt in NY (519 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($501M here).

Similar participant headcount

Nearest other-state filings by covered participants (519 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 Cash Balance Plan B assets move in 2024? ▼
Elevance Health Cash Balance Plan B edged down modestly - down 2.7% during 2024, from $515M to $501M. Reported net income was -$14M.
How have Ath Holding Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ath Holding Company LLC's sponsor-wide assets grew 23.8%, from $11.2B to $13.8B.
Where does Elevance Health Cash Balance Plan B rank by assets among Form 5500 filers? ▼
Elevance Health Cash Balance Plan B ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to Elevance Health Cash Balance Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Federal-Mogul Pension Plan in MI ($500M, 2,139 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Elevance Health Cash Balance Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan Private Sanitation Union Local 813 Ibt in NY (519 participants, $279M 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 113713086.

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.