Excela Health, Greensburg, PA. EIN 25-1471089. Annual reports 2009–2024.
Excela Health has 3 active retirement plans on file. The largest is the Excela Health 403(b) Retirement Plan, with 5,165 participants and $365 million in assets in 2024. Fidelity has been its recordkeeper since 2009.
Excela Health 443 West Pittsburgh ST. Greensburg, PA 15601 (724) 689-1947As filed for 2024
In effect since
July 1, 1997
Earlier plan names: Defined Contribution Retirement Plan for Employees of Excela Health Holding Companies; Defined Benefit Pension Plan for the Employees of Excela Health.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
1,573
$170 million
Fidelity
2023
1,471
$121 million
not listed
2022
1,518
$117 million
not listed
2021
1,400
$143 million
Fidelity
2020
1,360
$117 million
Fidelity
2019
1,774
$168 million
not listed
2018
1,255
$73.4 million
Fidelity
2017
1,969
$171 million
not listed
2016
4,822
$234 million
not listed
2015
951
$42.4 million
Fidelity
2014
5,210
$265 million
not listed
2013
5,393
$256 million
not listed
2012
5,504
$246 million
not listed
2011
6,811
$261 million
not listed
2010
7,031
$260 million
not listed
2009
523
$8.4 million
Fidelity
Excela Health Pension Plan
Pension (defined benefit)Active
Active. The plan filed its annual report for the 2024 plan year.
Plan number
004Employer EIN 25-1471089
Participants (2024)
1,181
Net assets (2024)
$24.2 million
Plan administrator
Excela Health 532 W. Pittsburgh Street Greensburg, PA 15601 (724) 832-4029As filed for 2024
In effect since
January 1, 2017
Year by year, 2017 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
1,181
$24.2 million
not listed
2023
1,211
$24.2 million
not listed
2022
1,263
$24.0 million
not listed
2021
1,320
$33.8 million
not listed
2020
1,357
$32.2 million
not listed
2019
1,407
$30.5 million
not listed
2017
2,706
$74.6 million
not listed
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Excela Health 403(b) Retirement 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 ((724) 832-4029). 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.