Profit Sharing · DOL Form 5500 · 2022
Emory University Division of Human Resources Profit Sharing Plan
Data updated 2026-08-25
- $4.2B
- Total assets Very large vs avg
- 18,872
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $223,791
- Avg per participant Above avg balance/head
Official DOL plan name: Emory University Retirement Plan · Sponsored by Emory University Division of Human Resources · Georgia · Educational Services
$4.2B in assets, 18,872 participants
Emory University Division of Human Resources's Emory University Retirement Plan reported $4.2B in total assets and 18,872 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #4,014 in Educational Services (4,024 peers)
Coverage in Georgia
Emory University Retirement Plan covers 18,872 participants in Georgia, 17x the typical Georgia plan (state average ~1,096 per filing). Assets: $4.2B.
- #4,014
- in Educational Services (4,024 peers)
- -15.7%
- assets change YoY
- 42×
- vs typical plan assets (national mean)
The plan reported a net loss of $786M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Emory University Retirement Plan's outsized position by total assets
Emory University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,223,392,883 Highest reported value at or above every one 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
Emory University Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emory University Retirement Plan is a mega filing (18,872 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 580566256 · Emory University Division of Human Resources PY 2022 · Profit Sharing
Emory University Retirement Plan · $4.2B · 18,872 · 100th
- EBSA $4.2B
- EBSA 18,872
- EBSA 100th
- EBSA Profit Sharing
- EBSA near Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP
- EBSA ind #4014
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 Georgia →
Emory University Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $5.0B |
|---|---|
| Net Assets (End of Year) | $4.2B |
| Net Income | -$786M |
| Employer EIN | 580566256 |
| Plan Effective Date | 1937-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emory University Division of Human Resources)
Sponsor-wide plan assets over time
All Emory University Division of Human Resources plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.5B 31.169647874789014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18,872 | $4.2B |
| 2023 | 1 | 18,725 | $4.9B |
| 2024 | 1 | 18,936 | $5.5B |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.1B · 21,075
- The Emory Clinic, Inc. Retirement Savings Plan $700M · 2,621
- Childrens Healthcare of Atlanta Growth Plan $288M · 11,691
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $154M · 2,400
- Au Medical Center, Inc. 401(a) Retirement Savings Plan $129M · 3,904
Scale composition for Emory University Retirement Plan
Emory University Retirement Plan reports $4.2B in end-of-year assets across 18,872 participants (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $223,791 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2022 was -$786M.
This plan identity (EIN 580566256, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.2B to $5.5B (+31.2%) while covered participants moved from 18,872 to 18,936 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,872 | $4.2B | This page |
| 2023 | 18,725 | $4.9B | Open filing |
| 2024 · index core | 18,936 | $5.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Emory University Retirement Plan (Profit Sharing, $5.5B, 18,936 participants)
Emory University Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP in FL ($4.1B); by covered participants it is Cargill Employee Retirement Account Plan in MN (18,794 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.2B here).
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP (FL) $4.1B · 44,915
- Southwest Airlines Co. Profitsharing Plan (TX) $5.3B · 60,454
- W. W. Grainger, Inc. Retirement Savings Plan (IL) $3.0B · 17,181
- Motion Picture Industry Individual Account Plan (CA) $5.6B · 67,173
Similar participant headcount
Nearest other-state filings by covered participants (18,872 participants); asset peers above are excluded.
- Cargill Employee Retirement Account Plan (MN) 18,794 · 78 off
- Boilermakers National Annuity Trust (MO) 18,584 · 288 off
- University of Maryland Medical System 403(b) Retirement Savings Plan (MD) 18,198 · 674 off
- Ufcw Retirement and Savings Plan (NJ) 19,629 · 757 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.