Defined Benefit (Pension) · DOL Form 5500 · 2022

Emory Healthcare, Inc. Pension Plan

Data updated 2026-08-25

$263M
Total assets Near avg plan size
4,425
Participants Above avg headcount
96th
Percentile by assets National rank
$59,419
Avg per participant Low balance/head
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Official DOL plan name: Emory Healthcare, Inc. Retirement Plan · Sponsored by Emory Healthcare, Inc. · Georgia · Healthcare & Social Assistance

$263M in assets, 4,425 participants

Emory Healthcare, Inc.'s Emory Healthcare, Inc. Retirement Plan reported $263M in total assets and 4,425 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.

  • #19,434 in Healthcare & Social Assistance (20,060 peers)

Coverage in Georgia

Emory Healthcare, Inc. Retirement Plan covers 4,425 participants in Georgia, 4.0x the typical Georgia plan (state average ~1,096 per filing). Assets: $263M.

#19,434
in Healthcare & Social Assistance (20,060 peers)
-28.2%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $103M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emory Healthcare, Inc. Retirement Plan's outsized position by total assets

Emory Healthcare, Inc. Retirement Plan vs every filed plan by assets

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

$262,927,330 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

Emory Healthcare, Inc. Retirement 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. Emory Healthcare, Inc. Retirement Plan lands in the large band (4,425 participants).

Plan-year Form 5500 strip

Filing strip 582137993 · Emory Healthcare, Inc. PY 2022 · Defined Benefit (Pension)

Emory Healthcare, Inc. Retirement Plan · $263M · 4,425 · 96th

  • BOY $263M
  • SCH 4,425
  • EBSA 96th
  • PART Defined Benefit (Pension)
  • TYPE near Nestle Hourly Retirement Plan
  • NET ind #19434

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Emory Healthcare, Inc. Retirement Plan in the asset neighbourhood

Nestle Hourly Retirement Plan$263MEmory Healthcare, Inc. Retirement PlanEmory Healthcare, Inc. Retir…$263MResideo Technologies, Inc. Pension PlanResideo Technologies, Inc. P…$263MNorthern Light Health Retirement Partnership PlanNorthern Light Health Retire…$263MWisconsin Masons Pension Fund$262M
End-of-year total assets ($M) among Emory Healthcare, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$366M
Net Assets (End of Year)$2M
Net Income-$103M
Employer EIN582137993
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emory Healthcare, Inc.)

Sponsor-wide plan assets over time

All Emory Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 16.972395140610622% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B 202220232024 $2.59B $3.03B ▲ +17.0%
Year Plans Participants Total Assets
2022 3 29,060 $2.6B
2023 3 24,842 $2.7B
2024 2 26,995 $3.0B

Nearby Defined Benefit (Pension) Plans in Georgia

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

Emory Healthcare, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Emory Healthcare, Inc. Retirement Plan, Total assets ($B): 0.26292733 · Participants: 4425Emory Healthcare, Inc. Retirement PlanUPS Retirement Plan, Total assets ($B): 22.022408253 · Participants: 52821UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 14.822086516 · Participants: 25663The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 11.867504693 · Participants: 68592UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.568572149 · Participants: 151682UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.354895526 · Participants: 15951Delta Retirement Plan
Emory Healthcare, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Emory Healthcare, Inc. Retirement Plan side-by-side with 3 peers →

Emory Healthcare, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Nestle Hourly Retirement Plan in OH ($263M); by covered participants it is Ufcw Local 1500 Pension Plan in NY (4,459 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($263M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,425 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 Emory Healthcare, Inc. Retirement Plan assets move in 2022? ▼
Emory Healthcare, Inc. Retirement Plan declined sharply - down 28.2% during 2022, from $366M to $263M. Reported net income was -$103M.
How have Emory Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emory Healthcare, Inc.'s sponsor-wide assets grew 17.0%, from $2.6B to $3.0B.
Where does Emory Healthcare, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Emory Healthcare, Inc. Retirement 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 Defined Benefit (Pension) plans are similar in size to Emory Healthcare, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nestle Hourly Retirement Plan in OH ($263M, 3,348 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emory Healthcare, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw Local 1500 Pension Plan in NY (4,459 participants, $817M 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 582137993.

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.