Defined Benefit (Pension) · DOL Form 5500 · 2022

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
88
Participants Small participant base
25th
Percentile by assets National rank
$11,894
Avg per participant Low balance/head
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Official DOL plan name: Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees · Sponsored by Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar · New York · Finance & Insurance

$1M in assets, 88 participants

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar's Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees reported $1M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,549 in Finance & Insurance (9,261 peers)

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar multi-year trail

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar's plans moved +20.1% in assets from 2022 to 2024; this filing shows Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees at $1M / 88 participants.

#1,549
in Finance & Insurance (9,261 peers)
-3.1%
assets change YoY

The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees among the smaller filed plans by assets

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees vs every filed plan by assets

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

$1,046,703 25th percentile higher than 25% 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

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees is a small filing (88 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 261330097 · Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar PY 2022 · Defined Benefit (Pension)

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees · $1M · 88 · 25th

  • NET $1M
  • NET 88
  • NET 25th
  • NET Defined Benefit (Pension)
  • NET near Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan
  • NET ind #1549

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 Finance & Insurance retirement plans → · Plans in New York →

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees in the asset neighbourhood

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained EmployeesEmblemhealth Services Compan…$1MAllergy and Pulmonary Associates, P.a. Cash Balance Pension PlanAllergy and Pulmonary Associ…$1MAssociates in Dermatology PLLC Cash Balance PlanAssociates in Dermatology PL…$1MForbes Associates Inc. Defined Benefit Pension PlanForbes Associates Inc. Defin…$1MKerns and Associates, Inc. Defined Benefit Pension PlanKerns and Associates, Inc. D…$1M
End-of-year total assets ($M) among Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar multi-year asset trail

Sponsor-wide plan assets over time

All Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar plans reported in each filing year

Latest sponsor-wide plan assets
$489M 20.10324432579158% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $407M $489M ▲ +20.1%
Year Plans Participants Total Assets
2022 4 1,806 $407M
2023 4 1,850 $460M
2024 3 1,769 $489M

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$978K
Net Income-$42K
Employer EIN261330097
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees, Total assets ($B): 0.001046703 · Participants: 88Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained EmployeesIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan in NJ ($1M); by covered participants it is Central Pacific Financial Corp. Defined Benefit Retirement Plan in HI (88 participants). Same-state nearby plans are listed separately above.

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 Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees assets move in 2022?
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees edged down modestly - down 3.1% during 2022, from $1M to $1M. Reported net income was -$42K.
How have Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar plan assets changed over time?
Across 3 plan years on file (2022-2024), Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar's sponsor-wide assets grew 20.1%, from $407M to $489M.
Where does Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees rank by assets among Form 5500 filers?
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan in NJ ($1M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Central Pacific Financial Corp. Defined Benefit Retirement Plan in HI (88 participants, N/A in assets).