401(k) · DOL Form 5500 · 2023

Emerson Collective, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
209
Participants Below avg headcount
79th
Percentile by assets National rank
$145,269
Avg per participant Above avg balance/head
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Official DOL plan name: Emerson Collective, LLC 401(k) Profit Sharing Plan · Sponsored by Emerson Collective, LLC · California · Professional & Technical Services

$30M in assets, 209 participants

Emerson Collective, LLC's Emerson Collective, LLC 401(k) Profit Sharing Plan reported $30M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,242 in Professional & Technical Services (20,321 peers)

Coverage in California

Emerson Collective, LLC 401(k) Profit Sharing Plan covers 209 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $30M.

#16,242
in Professional & Technical Services (20,321 peers)
+45.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Emerson Collective, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Emerson Collective, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,361,165 Top 21% higher than 79% 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 Collective, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerson Collective, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emerson Collective, LLC 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Emerson Collective, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Emerson Collective, LLC 401(k) Profit Sharing Plan reported participants rose from 179 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452664716 · Emerson Collective, LLC PY 2023 · 401(k)

Emerson Collective, LLC 401(k) Profit Sharing Plan · $30M · 209 · 79th

  • ASSETS $30M
  • ASSETS 209
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near University of St. Augustine for Health Sciences 401(k) Retirement Savings Plan
  • ASSETS ind #16242

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 California →

Emerson Collective, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Crowne Management, LLC 401(k) and Profit Sharing PlanCrowne Management, LLC 401(k…$30MEmerson Collective, LLC 401(k) Profit Sharing PlanEmerson Collective, LLC 401(…$30MUniversity of St. Augustine for Health Sciences 401(k) Retirement Savings PlanUniversity of St. Augustine …$30MPalermo Villa, Inc. 401(k) PlanPalermo Villa, Inc. 401(k) P…$30MPrager Metis Cpas, LLC 401(k) Savings Plan IIPrager Metis Cpas, LLC 401(k…$30M
End-of-year total assets ($M) among Emerson Collective, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$30M
Net Income$10M
Employer EIN452664716
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerson Collective, LLC)

Sponsor-wide plan assets over time

All Emerson Collective, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 97.67975040044892% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $20.8M $41.2M ▲ +97.7%
Year Plans Participants Total Assets
2022 1 179 $21M
2023 1 209 $30M
2024 1 212 $41M

Nearby 401(k) Plans in California

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

Emerson Collective, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Emerson Collective, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.030361165 · Participants: 209Emerson Collective, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Emerson Collective, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Emerson Collective, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Emerson Collective, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is University of St. Augustine for Health Sciences 401(k) Retirement Savings Plan in FL ($30M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Collective, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Emerson Collective, LLC 401(k) Profit Sharing Plan surged - up 45.9% during 2023, from $21M to $30M. Reported net income was $10M.
How have Emerson Collective, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerson Collective, LLC's sponsor-wide assets grew 97.7%, from $21M to $41M.
Where does Emerson Collective, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Emerson Collective, LLC 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Emerson Collective, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is University of St. Augustine for Health Sciences 401(k) Retirement Savings Plan in FL ($30M, 1,041 participants).
Which 401(k) plans cover a similar participant headcount to Emerson Collective, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 452664716.

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.