Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Emd Serono, Inc. Employees Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Emd Serono, Inc. · Massachusetts · Healthcare & Social Assistance

What the 2023 filing shows

Emd Serono, Inc. Employees Retirement Plan holds $43M for 182 participants — about $237,437 per participant, up 0.3% over the 2022 plan year.

$43M
total plan assets (2022 EOY)
182
covered participants
$237,437
avg assets per participant
+0.3%
assets growth YoY

The plan reported a net loss of $505K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$43M
Participants
182
Industry
Healthcare & Social Assistance

What the Filing Says About Emd Serono, Inc. Employees Retirement Plan

Emd Serono, Inc. Employees Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Emd Serono, Inc., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $43M in total end-of-year assets and covers 182 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 061040874, and the plan has been effective since 1973-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2022 to $43M at year-end — a gain of 0.3%. Net assets (after liabilities) closed the year at $43M, with reported net income of $-505,357 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$43M
Net Assets (End of Year)$43M
Net Income$-505,357
Plan TypeDefined Benefit (Pension)
Employer EIN061040874
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emd Serono, Inc.)

Year Plans Participants Total Assets
2022 1 182 $43M
2023 1 151 $3M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the Emd Serono, Inc. Employees Retirement Plan?
As of the 2022 Form 5500 filing, Emd Serono, Inc. Employees Retirement Plan holds $43M in total assets with 182 participants. It is sponsored by Emd Serono, Inc..
What type of plan is Emd Serono, Inc. Employees Retirement Plan?
Emd Serono, Inc. Employees Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1973-10-01. The plan is filed with the U.S. Department of Labor under EIN 061040874.
Who sponsors the Emd Serono, Inc. Employees Retirement Plan?
Emd Serono, Inc. Employees Retirement Plan is sponsored by Emd Serono, Inc., located in Massachusetts. The sponsor's EIN is 061040874 and the plan operates in the Healthcare & Social Assistance industry.
How did Emd Serono, Inc. Employees Retirement Plan perform in 2022?
Emd Serono, Inc. Employees Retirement Plan grew by 0.3% during 2022, moving from $43M to $43M in total assets. Net income was $-505,357.
Where can I find official filings for Emd Serono, Inc. Employees Retirement Plan?
Official Form 5500 filings for Emd Serono, Inc. Employees Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061040874 or plan name at efast.dol.gov.
How does Emd Serono, Inc. Employees Retirement Plan compare to other plans?
You can compare Emd Serono, Inc. Employees Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 061040874.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.