How big is Excela Health's plan?

Excela Health's plan reported $364.9M in assets and 3,712 participants for 2024.

Original filing (PDF)20251009071229NAL0003705475002

Excela Health

Name: Excela Health — Excela Health 403(b) Retirement Plan, Form 5500 (2024)
Creator: Excela Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Excela Health 403(b) Retirement Plan

403(b) retirement plan · Excela Health's Excela Health 403(b) Retirement Plan held $364.9M in plan assets for 3,712 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

3,712

Accounts w/ balance

5,004

Plan assets (EOY)

$364.9M

Net assets (EOY)

$364.9M

Plan identifiers

Excela Health's EIN is 25-1471089.

EIN 25-1471089

Plan number 002

Plan year 2024

ACK ID 20251009071229NAL0003705475002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excela Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excela Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCELA HEALTH.

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How this plan invests

This plan

102 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

EXCELA HEALTH

EIN

all filings

Address

532 W. PITTSBURGH STREET · GREENSBURG, PA · 15601

Phone

(724) 832-4029

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$233K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$54K	—
CAPITAL STRATEGIES INVESTMENT GROUP

Investments

102 direct securities· $364.9M(100% of reported assets)

Other securities

$248.9M

58 holdings

Mutual Funds

$85.9M

28 holdings

Guaranteed Income / GIC

$9.3M

1 holding

Common Collective Trusts

$7.6M

9 holdings

Common Stocks

$5.5M

1 holding

Bonds / Notes

$4.0M

1 holding

Self-Directed Brokerage

$3.3M

1 holding

Cash / Money Market

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$292.0M Vanguard$28.6M Principal$9.3M Fidelity$5.0M Invesco$1.6M Columbia Threadneedle$1.4M MetLife$1.2M Loomis Sayles$582K State Street / SPDR$467K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
T. Rowe Price T. Rowe Price Retirement 2030 Fund I Class N/R	Mutual Funds	—	—	$58.2M	16.0%
T. Rowe Price T. Rowe Price Retirement 2025 Fund I Class N/R	Other securities	—	—	$43.8M	12.0%
T. Rowe Price T. Rowe Price Retirement 2035 Fund I Class N/R	Other securities	—	—	$40.0M	11.0%
T. Rowe Price T. Rowe Price Retirement 2040 Fund I Class N/R	Other securities	—	—	$31.2M	8.6%
T. Rowe Price T. Rowe Price Retirement 2045 Fund I Class N/R	Other securities	—	—	$22.0M	6.0%
T. Rowe Price T. Rowe Price Retirement 2050 Fund I Class N/R	Other securities	—	—	$21.3M	5.8%
T. Rowe Price T. Rowe Price Retirement 2020 Fund I Class N/R	Other securities	—	—	$21.0M	5.8%
T. Rowe Price T. Rowe Price Retirement 2055 Fund I Class N/R	Other securities	—	—	$20.6M	5.6%
Vanguard Institutional Index N/R	Mutual Funds	—	—	$12.9M	3.5%
T. Rowe Price T. Rowe Price Retirement 2060 Fund I Class N/R	Other securities	—	—	$11.2M	3.1%
T. Rowe Price T. Rowe Price Blue Chip Growth Fund I Class N/R	Other securities	—	—	$11.1M	3.0%
s * Principal Fixed Account N/R	Guaranteed Income / GIC	—	—	$9.3M	2.5%
T. Rowe Price T. Rowe Price Retirement 2015 Fund I Class N/R	Other securities	—	—	$6.3M	1.7%
Brighthouse Group Choice N/R	Common Stocks	—	—	$5.5M	1.5%
Money Market Funds Vanguard Federal Money Market Fund N/R	Mutual Funds	—	—	$4.2M	1.1%
Vanguard Equity-Income Fund Admiral Shares N/R	Mutual Funds	—	—	$4.2M	1.1%
Participant Loans Interest rates: 4.25% - 9.50% $0	Bonds / Notes	—	—	$4.0M	1.1%
Self-Directed Brokerage Accounts * Fidelity Investments Self-directed brokerage accounts N/R	Self-Directed Brokerage	—	—	$3.3M	0.9%
Vanguard Total Bond Market Index Fund Institutional Shares N/R	Common Collective Trusts	—	—	$3.1M	0.9%
T. Rowe Price T. Rowe Price Retirement 2065 Fund I Class N/R	Other securities	—	—	$2.5M	0.7%
Vanguard Extended Market Index Fund Institutional Shares N/R	Common Collective Trusts	—	—	$2.2M	0.6%
Lincoln Fixed Account N/R	Other securities	—	—	$2.0M	0.5%
MFS International Growth R6 Fund N/R	Mutual Funds	—	—	$1.9M	0.5%
Brighthouse T-Flex Fund N/R	Other securities	—	—	$1.8M	0.5%
T. Rowe Price T. Rowe Price Retirement 2010 Fund I Class N/R	Other securities	—	—	$1.7M	0.5%
Fidelity Investments Fidelity Total Bond K6 Fund N/R	Mutual Funds	—	—	$1.6M	0.4%
Hartford Strategic Income R6 Fund N/R	Other securities	—	—	$1.5M	0.4%
Vanguard Total International Stock Index Fund Admiral Shares N/R	Common Collective Trusts	—	—	$1.5M	0.4%
Brighthouse Asset Allocation 80 Portfolio N/R	Other securities	—	—	$1.5M	0.4%
Columbia Threadneedle Columbia Small Cap Value II Institutional 3 Class Fund N/R	Other securities	—	—	$1.4M	0.4%
Natixis Investment Managers Loomis Small Cap Growth Fund N N/R	Other securities	—	—	$1.3M	0.4%
Invesco I O Development Market R6 N/R	Mutual Funds	—	—	$1.3M	0.4%
Brighthouse Fixed Account N/R	Other securities	—	—	$1.0M	0.3%
Brighthouse MetLife Stock Index Portfolio Class A N/R	Other securities	—	—	$774K	0.2%
T. Rowe Price T. Rowe Price Retirement 2005 Fund I Class N/R	Other securities	—	—	$624K	0.2%
Natixis Investment Managers Loomis Sayles Growth Portfolio N/R	Other securities	—	—	$582K	0.2%
Brighthouse Asset Allocation 60 Portfolio N/R	Other securities	—	—	$563K	0.2%
T. Rowe Price T. Rowe Price Retirement Balanced Fund I Class N/R	Other securities	—	—	$476K	0.1%
Jennison Growth Portfolio N/R	Other securities	—	—	$458K	0.1%
Vanguard International Value N/R	Mutual Funds	—	—	$369K	0.1%
Brighthouse SSgA Growth and Income ETF N/R	Other securities	—	—	$367K	0.1%
Brighthouse Asset Allocation 100 Portfolio N/R	Other securities	—	—	$365K	<0.1%
Dreyfus S&P 500 Index Fund N/R	Common Collective Trusts	—	—	$285K	<0.1%
Brighthouse MetLife Russell 2000 Index Portfolio N/R	Common Collective Trusts	—	—	$234K	<0.1%
Lincoln LVIP Government Money Market N/R	Cash / Money Market	—	—	$227K	<0.1%
Invesco Global Equity Portfolio N/R	Mutual Funds	—	—	$203K	<0.1%
Gabelli Asset Fund N/R	Other securities	—	—	$197K	<0.1%
Brighthouse Brighthouse/Wellington Balanced Portfolio N/R	Other securities	—	—	$191K	<0.1%
Dimensional Fund Advisors DFA Commodity Strategy Institutional Fund N/R	Mutual Funds	—	—	$173K	<0.1%
Dreyfus Appreciation Fund N/R	Mutual Funds	—	—	$155K	<0.1%