Excela Health 401(k) match, vesting and fees
What Excela Health's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Excela Health: employer contribution per participant | $3,001 | |
| Peer median | $1,358 |
| Excela Health: average balance | $114,181 | |
| Peer median | $44,442 |
| Excela Health: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $149M at the end of plan year 2023 to $170M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,573 | $170M | $4.5M | $3,001 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,423 | $149M | $4.2M | $3,104 | 0.06% | Not published | Form 5500 ↗ |
Other Excela Health plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Excela Health 403(b) Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Defined Benefit Pension Plan for the Employees of Excela Health
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Excela Health Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Excela Health match 401(k) contributions?
The match terms for the Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies have not been published from its filing yet. The plan year 2024 filing reports $4.5M in employer contributions, about $3,001 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Excela Health 401(k) match vested?
The vesting schedule for the Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies is not in the data published so far. Your Summary Plan Description states it.
Who manages the Excela Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Excela Health.
I left Excela Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Excela Health, (724) 689-1947) or the recordkeeper, Fidelity Investments Institutional. The Excela Health old 401(k) page lists the contacts from every plan filing. Find an old Excela Health 401(k)
Data from the public Form 5500 annual reports Excela Health filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Excela Health. Not financial advice. Report a correction · Methodology