ESOP · DOL Form 5500 · 2022
Emerald Asset Management, Inc. ESOP
Data updated 2026-08-11
- $32M
- Total assets
- 44
- Participants
- 83rd
- Percentile by assets
- $718,611
- Avg per participant
Official DOL plan name: Emerald Asset Management Employee Stock Ownership Plan · Sponsored by Emerald Asset Management, Inc. · Pennsylvania · Finance & Insurance
$32M in assets, 44 participants
Emerald Asset Management, Inc.'s Emerald Asset Management Employee Stock Ownership Plan reported $32M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 139,126 plans)
- #6,784 in Finance & Insurance (9,261 peers)
Where Emerald Asset Management Employee Stock Ownership Plan sits by assets
Emerald Asset Management Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $32M for 44 participants (~$718,611/participant), down 13.1% in 2022.
- $32M
- total plan assets (2022 EOY)
- 44
- covered participants
- 83rd
- percentile by assets (of 139,126 plans)
- $718,611
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Emerald Asset Management Employee Stock Ownership Plan sits by total assets
Emerald Asset Management Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,618,891 Top 17% higher than 83% 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
Emerald Asset Management Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Emerald Asset Management Employee Stock Ownership Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$4M |
| Employer EIN | 232650313 |
| Plan Effective Date | 2011-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emerald Asset Management, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 44 | $32M |
| 2023 | 1 | 38 | $34M |
| 2024 | 1 | 38 | $37M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Emerald Asset Management Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Emerald Asset Management Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Emerald Asset Management Employee Stock Ownership Plan's numbers.
- By total assets, Emerald Asset Management Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Emerald Asset Management, Inc.'s sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Finance & Insurance plans