401(k) · DOL Form 5500 · 2022

Emerus Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
1,789
Participants Near avg headcount
87th
Percentile by assets National rank
$25,656
Avg per participant Low balance/head
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Official DOL plan name: Emerus Retirement Savings Plan · Sponsored by Emerus Holdings, Inc. · Texas · Healthcare & Social Assistance

$46M in assets, 1,789 participants

Emerus Holdings, Inc.'s Emerus Retirement Savings Plan reported $46M in total assets and 1,789 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,898 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Emerus Retirement Savings Plan covers 1,789 participants in Texas, 2.6x the typical Texas plan (state average ~688 per filing). Assets: $46M.

#17,898
in Healthcare & Social Assistance (20,060 peers)
-6.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Emerus Retirement Savings Plan's outsized position by total assets

Emerus Retirement Savings Plan vs every filed plan by assets

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

$45,898,569 Top 13% higher than 87% 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

Emerus Retirement Savings 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. Emerus Retirement Savings Plan lands in the large band (1,789 participants).

EBSA filing schedule strip

Filing strip 274317672 · Emerus Holdings, Inc. PY 2022 · 401(k)

Emerus Retirement Savings Plan · $46M · 1,789 · 87th

  • EOY $46M
  • 5500 1,789
  • ASSETS 87th
  • PCT 401(k)
  • EIN near Disability Management Services, Inc 401(k) Retirement Plan
  • RANK ind #17898

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 Texas →

Emerus Retirement Savings Plan in the asset neighbourhood

Emerus Retirement Savings PlanEmerus Retirement Savings Pl…$46MDisability Management Services, Inc 401(k) Retirement PlanDisability Management Servic…$46MRose International 401(k) PlanRose International 401(k) Pl…$46MThe Crosby Company of New Hampshire, LLC 401(k) PlanThe Crosby Company of New Ha…$46MFranczek P.C. Profit Sharing and Savings PlanFranczek P.C. Profit Sharing…$46M
End-of-year total assets ($M) among Emerus Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$46M
Net Income-$3M
Employer EIN274317672
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerus Holdings, Inc.)

Sponsor-wide plan assets over time

All Emerus Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 62.20718340913854% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.9M $74.5M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 1,789 $46M
2023 1 2,014 $61M
2024 1 2,131 $74M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Emerus Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Emerus Retirement Savings Plan, Total assets ($B): 0.045898569 · Participants: 1789Emerus Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Emerus Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Emerus Retirement Savings Plan side-by-side with 3 peers →

Emerus Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Disability Management Services, Inc 401(k) Retirement Plan in MA ($46M); by covered participants it is Workiva 401(k) Plan in IA (1,789 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,789 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 Emerus Retirement Savings Plan assets move in 2022? ▼
Emerus Retirement Savings Plan pulled back noticeably - down 6.9% during 2022, from $49M to $46M. Reported net income was -$3M.
How have Emerus Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerus Holdings, Inc.'s sponsor-wide assets grew 62.2%, from $46M to $74M.
Where does Emerus Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Emerus Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Emerus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Disability Management Services, Inc 401(k) Retirement Plan in MA ($46M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Emerus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Workiva 401(k) Plan in IA (1,789 participants, $99M 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 274317672.

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.