Apella Health Management 401(k) plan

Apella Health Management, Inc., Spartanburg, SC. EIN 81-4193950. Annual reports 2017–2024.

Apella Health Management, Inc. has one active retirement plan on file, the Apella Health Management, Inc. Retirement Savings Plan, with 8,020 participants and $168 million in assets in 2024. Fidelity has been its recordkeeper since 2019. No traditional pension plan appears in Apella Health Management's filings since 2017.

Active plans: 1
Participants: 8,020
Plan assets: $168 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Other services

The plan

Apella Health Management, Inc. Retirement Savings Plan

401(k)Active

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

Plan number: 001Employer EIN 81-4193950
Participants (2024): 8,020
Net assets (2024): $168 million
Recordkeeper: FidelityEarlier: Tpa at Time of Fee Withdrawl (2017–2018)
Plan administrator: Apella Health Management, Inc.
700 North Pine Street
Spartanburg, SC 29303
(864) 560-6041As filed for 2024
In effect since: July 1, 2017

Year by year, 2017 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,020	$168 million	Fidelity
2023	7,366	$127 million	Fidelity
2022	6,506	$87.4 million	Fidelity
2021	5,702	$84.5 million	Fidelity
2020	4,966	$59.1 million	Fidelity
2019	4,372	$40.4 million	Fidelity
2018	2,230	$14.4 million	Tpa at Time of Fee Withdrawl
2017	1,320	$12.1 million	Tpa at Time of Fee Withdrawl

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Apella Health Management, Inc. Retirement Savings 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 ((864) 560-6041). That number was filed for 2024; 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.

The plan

Apella Health Management, Inc. Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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