401(k) · DOL Form 5500 · 2022
Emerson School 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $216,238
- Avg per participant Above avg balance/head
Official DOL plan name: Emerson School Defined Contribution Retirement Plan · Sponsored by Emerson School · Michigan · Educational Services
$14M in assets, 65 participants
Emerson School's Emerson School Defined Contribution Retirement Plan reported $14M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #2,164 in Educational Services (4,024 peers)
Emerson School multi-year trail
Emerson School's plans moved +34.4% in assets from 2022 to 2024; this filing shows Emerson School Defined Contribution Retirement Plan at $14M / 65 participants.
- #2,164
- in Educational Services (4,024 peers)
- -17.7%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Emerson School Defined Contribution Retirement Plan's outsized position by total assets
Emerson School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,055,483 Top 29% higher than 71% 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
Emerson School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerson School Defined Contribution Retirement Plan is a small filing (65 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 237442766 · Emerson School PY 2022 · 401(k)
Emerson School Defined Contribution Retirement Plan · $14M · 65 · 71st
- ASSETS $14M
- PCT 65
- EIN 71st
- RANK 401(k)
- PHOTO near Rohrich Automotive Group 401(k) Profit Sharing Plan
- IND ind #2164
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 Michigan →
Emerson School Defined Contribution Retirement Plan in the asset neighbourhood
Emerson School multi-year asset trail
Sponsor-wide plan assets over time
All Emerson School plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 34.443519301328884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $14M |
| 2023 | 1 | 75 | $17M |
| 2024 | 1 | 87 | $19M |
Emerson School filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 237442766 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Emerson School Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Rohrich Automotive Group 401(k) Profit Sharing Plan in PA ($14M); by covered participants it is Lwbj, LLP 401(k) Plan in IA (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Lwbj, LLP 401(k) Plan (IA) 65 · 0 off
- Petaluma Market, Inc. 401(k) Profit Sharing Plan (CA) 65 · 0 off
- Echo360, Inc. 401(k) Plan (VA) 65 · 0 off
- White Mountains Retirement Plan (NH) 65 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.