Amerihealth Caritas Services 401(k) and pension plans

Amerihealth Caritas Services, LLC, Newtown Square, PA. EIN 45-5415725. Annual reports 2009–2025. Also filed as Keystone Mercy Health Plan.

Amerihealth Caritas Services, LLC has 2 active retirement plans on file. The largest is the Amerihealth Caritas Pension Plan, with 2,213 participants and $196 million in assets in 2025.

Active plans: 2
Participants: 13,509
Plan assets: $1.1 billion
401(k) recordkeeper: Empower
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Amerihealth Caritas Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 45-5415725
Participants (2025): 2,213
Net assets (2025): $196 million
Plan administrator: Amerihealth Caritas Services, LLC
3875 West Chester Pike
Newtown Square, PA 19073
(215) 937-8893As filed for 2025
In effect since: January 1, 2001

Earlier plan names: Pension Plan of Amerihealth Caritas.

Year by year, 2013 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	2,213	$196 million	not listed
2024	2,294	$188 million	not listed
2023	2,566	$186 million	not listed
2022	2,585	$161 million	not listed
2021	2,610	$188 million	not listed
2020	2,625	$150 million	not listed
2019	2,639	$123 million	not listed
2018	2,973	$105 million	not listed
2017	2,973	$104 million	not listed
2016	2,992	$84.8 million	not listed
2015	3,078	$70.1 million	not listed
2014	3,778	$71.0 million	not listed
2013	3,920	$62.8 million	not listed

Amerihealth Caritas 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 45-5415725
Participants (2024): 11,296
Net assets (2024): $948 million
Recordkeeper: EmpowerEarlier: Vanguard (2009–2023)
Plan administrator: Amerihealth Caritas Services, LLC
3875 West Chester Pike
Newtown Square, PA 19073
(215) 937-8893As filed for 2024
In effect since: July 1, 1996

Earlier sponsor: Keystone Mercy Health Plan (2009–2012).

Earlier plan names: The Amerihealth Mercy Family of Cos. 401(k) Plan; The Amerihealth Mercy Family of Companies 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	11,296	$948 million	Empower
2023	11,724	$841 million	Vanguard
2022	10,359	$658 million	Vanguard
2021	8,924	$714 million	Vanguard
2020	8,463	$598 million	Vanguard
2019	8,483	$479 million	Vanguard
2018	7,241	$363 million	Vanguard
2017	7,545	$345 million	Vanguard
2016	6,702	$254 million	Vanguard
2015	6,149	$201 million	Vanguard
2014	5,084	$180 million	Vanguard
2013	4,672	$146 million	Vanguard
2012	3,647	$110 million	Vanguard
2011	2,941	$91.4 million	Vanguard
2010	2,927	$89.2 million	Vanguard
2009	2,882	$72.8 million	Vanguard

If you had money in one of these plans

Call Empower (empower.com), which runs the Amerihealth Caritas 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((215) 937-8893). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Amerihealth Caritas Pension Plan

Amerihealth Caritas 401(k) Plan

If you had money in one of these plans

What these numbers are

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