Other · DOL Form 5500 · 2023

Emerson College Retirement Plan

Data updated 2026-08-25

$222M
Total assets Near avg plan size
1,582
Participants Near avg headcount
95th
Percentile by assets National rank
$140,136
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Emerson College Tax Deferred Annuity Plan · Sponsored by Emerson College · Massachusetts · Educational Services

$222M in assets, 1,582 participants

Emerson College's Emerson College Tax Deferred Annuity Plan reported $222M in total assets and 1,582 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,438 in Educational Services (3,735 peers)

Coverage in Massachusetts

Emerson College Tax Deferred Annuity Plan covers 1,582 participants in Massachusetts, 2.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $222M.

#3,438
in Educational Services (3,735 peers)
+14.6%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Emerson College Tax Deferred Annuity Plan's outsized position by total assets

Emerson College Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$221,694,592 Top 5% higher than 95% of 127,068 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 2023

Emerson College Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerson College Tax Deferred Annuity Plan lands in the large band (1,582 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emerson College Tax Deferred Annuity Plan reported net income rose from -$31M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Emerson College Tax Deferred Annuity Plan reported participants fell from 1,889 in the plan year 2022 filing to 1,582 in the plan year 2023 filing.
  • Emerson College Tax Deferred Annuity Plan end-of-year assets rose from $193M in the plan year 2022 filing to $222M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 041286950 · Emerson College PY 2023 · Other

Emerson College Tax Deferred Annuity Plan · $222M · 1,582 · 95th

  • EOY $222M
  • EOY 1,582
  • EOY 95th
  • EOY Other
  • EOY near Southwest Matching Defined Contribution Retirement Plan
  • EOY ind #3438

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 Educational Services retirement plans → · Plans in Massachusetts →

Emerson College Tax Deferred Annuity Plan in the asset neighbourhood

Webster University Defined Contribution Retirement PlanWebster University Defined C…$222MSouthwest Matching Defined Contribution Retirement PlanSouthwest Matching Defined C…$222MEmerson College Tax Deferred Annuity PlanEmerson College Tax Deferred…$222MPhillips Exeter Academy Retirement PlanPhillips Exeter Academy Reti…$221MAnmed Health Retirement Savings PlanAnmed Health Retirement Savi…$219M
End-of-year total assets ($M) among Emerson College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$222M
Net Income$28M
Employer EIN041286950
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerson College)

Sponsor-wide plan assets over time

All Emerson College plans reported in each filing year

Latest sponsor-wide plan assets
$242M 25.341735646538275% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $193M $242M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 1,889 $193M
2023 1 1,582 $222M
2024 1 1,011 $242M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Emerson College Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1012345 Total assets ($B) Participants Emerson College Tax Deferred Annuity Plan, Total assets ($B): 0.221694592 · Participants: 1582Emerson College Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Emerson College Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Emerson College Tax Deferred Annuity Plan side-by-side with 3 peers →

Emerson College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Southwest Matching Defined Contribution Retirement Plan in OH ($222M); by covered participants it is Moody Bible Institute Retirement Plan in IL (1,585 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,582 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Emerson College Tax Deferred Annuity Plan assets move in 2023? ▼
Emerson College Tax Deferred Annuity Plan grew at a solid clip - up 14.6% during 2023, from $193M to $222M. Reported net income was $28M.
How have Emerson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerson College's sponsor-wide assets grew 25.3%, from $193M to $242M.
Where does Emerson College Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Emerson College Tax Deferred Annuity Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Emerson College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Southwest Matching Defined Contribution Retirement Plan in OH ($222M, 2,736 participants).
Which Other plans cover a similar participant headcount to Emerson College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Moody Bible Institute Retirement Plan in IL (1,585 participants, $48M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041286950.

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.