Other · DOL Form 5500 · 2022

Emerson College Retirement Plan

Data updated 2026-08-25

$193M
Total assets Near avg plan size
1,889
Participants Near avg headcount
96th
Percentile by assets National rank
$102,394
Avg per participant Below avg balance/head
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Official DOL plan name: Emerson College Tax Deferred Annuity Plan · Sponsored by Emerson College · Massachusetts · Educational Services

$193M in assets, 1,889 participants

Emerson College's Emerson College Tax Deferred Annuity Plan reported $193M in total assets and 1,889 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,716 in Educational Services (4,024 peers)

Coverage in Massachusetts

Emerson College Tax Deferred Annuity Plan covers 1,889 participants in Massachusetts, 2.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $193M.

#3,716
in Educational Services (4,024 peers)
-13.7%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emerson College Tax Deferred Annuity Plan's outsized position by total assets

Emerson College Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$193,422,608 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Emerson College Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerson College Tax Deferred Annuity Plan lands in the large band (1,889 participants).

DOL schedule card

Filing strip 041286950 · Emerson College PY 2022 · Other

Emerson College Tax Deferred Annuity Plan · $193M · 1,889 · 96th

  • NET $193M
  • BOOK 1,889
  • VS-ST 96th
  • BOY Other
  • SCH near Baldwin Wallace University Defined Contribution and Tax Deferred Savings
  • EBSA ind #3716

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Massachusetts →

Emerson College Tax Deferred Annuity Plan in the asset neighbourhood

Baldwin Wallace University Defined Contribution and Tax Deferred SavingsBaldwin Wallace University D…$193MEmerson College Tax Deferred Annuity PlanEmerson College Tax Deferred…$193MWhitman College Retirement PlanWhitman College Retirement P…$193MGreenwich Hospital Tax Deferred Annuity Retirement PlanGreenwich Hospital Tax Defer…$193MUniversity Health Physicians 403(b) Retirement PlanUniversity Health Physicians…$193M
End-of-year total assets ($M) among Emerson College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$224M
Net Assets (End of Year)$193M
Net Income-$31M
Employer EIN041286950
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerson College)

Sponsor-wide plan assets over time

All Emerson College plans reported in each filing year

Latest sponsor-wide plan assets
$242M 25.341735646538275% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $193M $242M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 1,889 $193M
2023 1 1,582 $222M
2024 1 1,011 $242M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Emerson College Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1012345 Total assets ($B) Participants Emerson College Tax Deferred Annuity Plan, Total assets ($B): 0.193422608 · Participants: 1889Emerson College Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Emerson College Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Emerson College Tax Deferred Annuity Plan side-by-side with 3 peers →

Emerson College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Baldwin Wallace University Defined Contribution and Tax Deferred Savings in OH ($193M); by covered participants it is Carroll Hospital Center Retirement Savings Plan in MD (1,887 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,889 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Emerson College Tax Deferred Annuity Plan assets move in 2022? ▼
Emerson College Tax Deferred Annuity Plan pulled back noticeably - down 13.7% during 2022, from $224M to $193M. Reported net income was -$31M.
How have Emerson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerson College's sponsor-wide assets grew 25.3%, from $193M to $242M.
Where does Emerson College Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Emerson College Tax Deferred Annuity Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Emerson College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Baldwin Wallace University Defined Contribution and Tax Deferred Savings in OH ($193M, 652 participants).
Which Other plans cover a similar participant headcount to Emerson College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Carroll Hospital Center Retirement Savings Plan in MD (1,887 participants, $136M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041286950.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.