Defined Benefit (Pension) · DOL Form 5500 · 2022
Emblemhealth Services Company, LLC Pension Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 128
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $852,267
- Avg per participant High balance/head
Official DOL plan name: Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II · Sponsored by Emblemhealth Services Company, LLC · New York · Finance & Insurance
$109M in assets, 128 participants
Emblemhealth Services Company, LLC's Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II reported $109M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,250 in Finance & Insurance (9,261 peers)
Coverage in New York
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $109M.
- #8,250
- in Finance & Insurance (9,261 peers)
- -21.9%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II's outsized position by total assets
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$109,090,217 Top 7% higher than 93% of 139,123 filed plans
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 Employees' Retirement Plan and Trust II among mid-size 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 Employees' Retirement Plan and Trust II sits mid-pack in the medium band (128 participants).
Published 5500 schedule card
Filing strip 261330097 · Emblemhealth Services Company, LLC PY 2022 · Defined Benefit (Pension)
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II · $109M · 128 · 93rd
- PART $109M
- PART 128
- PART 93rd
- PART Defined Benefit (Pension)
- PART near Southwest Power Pool, Inc. Retirement Plan
- PART ind #8250
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 Employees' Retirement Plan and Trust II in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | -$30M |
| Employer EIN | 261330097 |
| Plan Effective Date | 2016-07-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emblemhealth Services Company, LLC)
Sponsor-wide plan assets over time
All Emblemhealth Services Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $489M 20.10324432579158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,806 | $407M |
| 2023 | 4 | 1,850 | $460M |
| 2024 | 3 | 1,769 | $489M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Southwest Power Pool, Inc. Retirement Plan in AR ($109M); by covered participants it is Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan in WI (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Southwest Power Pool, Inc. Retirement Plan (AR) $109M · 632
- Franklin Electric Co., Inc. Pension Plan (IN) $109M · 249
- Siu Pacific District Pension Plan (CA) $109M · 748
- The Fifth Third Bancorp Master Retirement Plan (OH) $109M · 897
Similar participant headcount
Nearest other-state filings by covered participants (128 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.