Excela Health 401(k) Plan: Login, Facts & Contact Information

Excela Health 401(k) Plan Facts

Plan name
DEFINED CONTRIBUTION RETIREMENT PLAN FOR THE EMPLOYEES OF EXCELA HEALTH HOLDING COMPANIES
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EXCELA HEALTH
Participants
1,423 (1,200 active employees)
Former employees with a balance
362
Plan assets
$169,558,616 at Dec 31, 2024
Average account balance
$114,181 across 1,485 accounts
Employer contributions
$4,455,892 in plan year 2024 (31% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.4 million went into the plan in contributions, $4.46 million of it from the employer (31%).
  • $14.5 million was paid out to participants.
  • Investment and other income added $21.1 million.
  • Administrative expenses were $87,786, about $59 per account.

How the Excela Health 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,255$93.1 million$3.53 million$8.25 million
20201,335$117.4 million$3.73 million$4.57 million
20211,360$143.1 million$3.86 million$6.05 million
20221,400$122.5 million$4.08 million$8.67 million
20231,428$148.7 million$4.21 million$10.8 million
20241,423$169.6 million$4.46 million$14.5 million

Excela Health 401(k) Contact Information

Phone
724-689-1947
Mailing address
443 WEST PITTSBURGH ST., GREENSBURG PA 15601
Plan sponsor
EXCELA HEALTH
Employer identification number (EIN)
25-1471089
Plan number
003

Questions about the Excela Health 401(k)

Does Excela Health contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.46 million, 31% of all contributions.

Does the Excela Health 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Excela Health 401(k) plan?

1,423 participants at the start of plan year 2024, 1,200 of them active employees, and 362 former employees who still had money in the plan.

What is the average 401(k) balance at Excela Health?

About $114,181 per account: $169.6 million in plan assets across 1,485 accounts with a balance at the end of plan year 2024.

Who manages the Excela Health 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Excela Health. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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