Defined Benefit (Pension) · DOL Form 5500 · 2022

Emerson Health System, Inc. Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
265
Participants Below avg headcount
90th
Percentile by assets National rank
$235,064
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Emerson Hospital · Sponsored by Emerson Health System, Inc. · Massachusetts · Healthcare & Social Assistance

$62M in assets, 265 participants

Emerson Health System, Inc.'s Retirement Plan for Employees of Emerson Hospital reported $62M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,305 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Retirement Plan for Employees of Emerson Hospital covers 265 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $62M.

#18,305
in Healthcare & Social Assistance (20,060 peers)
+4.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Retirement Plan for Employees of Emerson Hospital's outsized position by total assets

Retirement Plan for Employees of Emerson Hospital vs every filed plan by assets

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

$62,291,988 Top 10% higher than 90% 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

Retirement Plan for Employees of Emerson Hospital 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. Retirement Plan for Employees of Emerson Hospital sits mid-pack in the medium band (265 participants).

Plan-year Form 5500 strip

Filing strip 042770977 · Emerson Health System, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Emerson Hospital · $62M · 265 · 90th

  • EBSA $62M
  • PART 265
  • TYPE 90th
  • NET Defined Benefit (Pension)
  • BOOK near Aar Corp. Retirement Plan
  • VS-ST ind #18305

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 Massachusetts →

Retirement Plan for Employees of Emerson Hospital in the asset neighbourhood

Conmed Corporation Retirement Pension PlanConmed Corporation Retiremen…$62MAmerican President Lines, LLC Retirement Account PlanAmerican President Lines, LL…$62MRetirement Plan for Employees of Emerson HospitalRetirement Plan for Employee…$62MAar Corp. Retirement Plan$62MRetirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and ORetirement Income Guarantee …$62M
End-of-year total assets ($M) among Retirement Plan for Employees of Emerson Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$62M
Net Income$3M
Employer EIN042770977
Plan Effective Date1959-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerson Health System, Inc.)

Sponsor-wide plan assets over time

All Emerson Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$252M 22.453600472579005% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $206M $252M ▲ +22.5%
Year Plans Participants Total Assets
2022 3 1,834 $206M
2023 2 1,557 $238M
2024 2 2,817 $252M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Retirement Plan for Employees of Emerson Hospital vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Retirement Plan for Employees of Emerson Hospital, Total assets ($B): 0.062291988 · Participants: 265Retirement Plan for Employees of Emerson HospitalConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Retirement Plan for Employees of Emerson Hospital vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Retirement Plan for Employees of Emerson Hospital side-by-side with 3 peers →

Retirement Plan for Employees of Emerson Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Aar Corp. Retirement Plan in IL ($62M); by covered participants it is Bss Retirement Plan for Bargained Employees in WA (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Retirement Plan for Employees of Emerson Hospital assets move in 2022? ▼
Retirement Plan for Employees of Emerson Hospital edged up modestly - up 4.4% during 2022, from $60M to $62M. Reported net income was $3M.
How have Emerson Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerson Health System, Inc.'s sponsor-wide assets grew 22.5%, from $206M to $252M.
Where does Retirement Plan for Employees of Emerson Hospital rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Emerson Hospital ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Emerson Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Aar Corp. Retirement Plan in IL ($62M, 239 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Emerson Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bss Retirement Plan for Bargained Employees in WA (265 participants, $122M 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 042770977.

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.