401(k) · DOL Form 5500 · 2022

S. Emerson Group, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
202
Participants Below avg headcount
88th
Percentile by assets National rank
$259,969
Avg per participant Above avg balance/head
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Official DOL plan name: The Emerson Group Retirement Plan · Sponsored by S. Emerson Group, Inc. · Pennsylvania · Professional & Technical Services

$53M in assets, 202 participants

S. Emerson Group, Inc.'s The Emerson Group Retirement Plan reported $53M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,289 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

The Emerson Group Retirement Plan covers 202 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.

#19,289
in Professional & Technical Services (21,562 peers)
-5.1%
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.

The Emerson Group Retirement Plan's outsized position by total assets

The Emerson Group Retirement Plan vs every filed plan by assets

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

$52,513,838 Top 12% higher than 88% 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

The Emerson Group Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Emerson Group Retirement Plan sits mid-pack in the medium band (202 participants).

Plan-year Form 5500 strip

Filing strip 232811186 · S. Emerson Group, Inc. PY 2022 · 401(k)

The Emerson Group Retirement Plan · $53M · 202 · 88th

  • ASSETS $53M
  • ASSETS 202
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near Basler Electric 401(k) Plan
  • ASSETS ind #19289

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

The Emerson Group Retirement Plan in the asset neighbourhood

Lime Rock 401(k) Plan$53MThe Emerson Group Retirement PlanThe Emerson Group Retirement…$53MBasler Electric 401(k) Plan$53MArchway Marketing Services Retirement Savings PlanArchway Marketing Services R…$53MStg International, Inc. 401(k) Retirement Savings PlanStg International, Inc. 401(…$53M
End-of-year total assets ($M) among The Emerson Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$53M
Net Income-$3M
Employer EIN232811186
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S. Emerson Group, Inc.)

Sponsor-wide plan assets over time

All S. Emerson Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$86M 64.59276695792069% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $52.5M $86.4M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 202 $53M
2023 1 233 $70M
2024 1 247 $86M

Nearby 401(k) Plans in Pennsylvania

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

The Emerson Group Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Emerson Group Retirement Plan, Total assets ($B): 0.052513838 · Participants: 202The Emerson Group Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Emerson Group Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

The Emerson Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Basler Electric 401(k) Plan in IL ($53M); by covered participants it is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 The Emerson Group Retirement Plan assets move in 2022?
The Emerson Group Retirement Plan pulled back noticeably - down 5.1% during 2022, from $55M to $53M. Reported net income was -$3M.
How have S. Emerson Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), S. Emerson Group, Inc.'s sponsor-wide assets grew 64.6%, from $53M to $86M.
Where does The Emerson Group Retirement Plan rank by assets among Form 5500 filers?
The Emerson Group Retirement Plan ranks in the 88th 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 The Emerson Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Basler Electric 401(k) Plan in IL ($53M, 304 participants).
Which 401(k) plans cover a similar participant headcount to The Emerson Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is American Products, LLC 401(k) Profit Sharing Plan in MO (202 participants, N/A in assets).