Profit Sharing · DOL Form 5500 · 2023
Emory Healthcare, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2.4B
- Total assets Very large vs avg
- 20,830
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $117,333
- Avg per participant Below avg balance/head
Official DOL plan name: Emory Healthcare, Inc. Retirement Savings and Matching Plan · Sponsored by Emory Healthcare, Inc. · Georgia · Healthcare & Social Assistance
$2.4B in assets, 20,830 participants
Emory Healthcare, Inc.'s Emory Healthcare, Inc. Retirement Savings and Matching Plan reported $2.4B in total assets and 20,830 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,609 in Healthcare & Social Assistance (17,684 peers)
Coverage in Georgia
Emory Healthcare, Inc. Retirement Savings and Matching Plan covers 20,830 participants in Georgia, 19x the typical Georgia plan (state average ~1,096 per filing). Assets: $2.4B.
- #17,609
- in Healthcare & Social Assistance (17,684 peers)
- +18.2%
- assets growth YoY
- 25×
- vs typical plan assets (national mean)
Emory Healthcare, Inc. Retirement Savings and Matching Plan's outsized position by total assets
Emory Healthcare, Inc. Retirement Savings and Matching Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,444,051,657 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Emory Healthcare, Inc. Retirement Savings and Matching Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emory Healthcare, Inc. Retirement Savings and Matching Plan is a mega filing (20,830 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Emory Healthcare, Inc. Retirement Savings and Matching Plan reported net income rose from -$315M in the plan year 2022 filing to $376M in the plan year 2023 filing.
- Emory Healthcare, Inc. Retirement Savings and Matching Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.4B in the plan year 2023 filing.
- Emory Healthcare, Inc. Retirement Savings and Matching Plan reported participants fell from 21,075 in the plan year 2022 filing to 20,830 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 582137993 · Emory Healthcare, Inc. PY 2023 · Profit Sharing
Emory Healthcare, Inc. Retirement Savings and Matching Plan · $2.4B · 20,830 · 99th
- TYPE $2.4B
- TYPE 20,830
- TYPE 99th
- TYPE Profit Sharing
- TYPE near Ernst & Young Partnership Retirement (Hr-10) Plan
- TYPE ind #17609
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 Georgia →
Emory Healthcare, Inc. Retirement Savings and Matching Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.4B |
| Net Income | $376M |
| Employer EIN | 582137993 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emory Healthcare, Inc.)
Sponsor-wide plan assets over time
All Emory Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 16.972395140610622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 29,060 | $2.6B |
| 2023 | 3 | 24,842 | $2.7B |
| 2024 | 2 | 26,995 | $3.0B |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $4.9B · 18,725
- The Emory Clinic, Inc. Retirement Savings Plan $875M · 2,588
- Childrens Healthcare of Atlanta Growth Plan $344M · 12,194
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $181M · 2,508
- Au Health Systems, Inc. 401(a) Retirement Savings Plan $120M · 2,493
Scale composition for Emory Healthcare, Inc. Retirement Savings and Matching Plan
Emory Healthcare, Inc. Retirement Savings and Matching Plan reports $2.4B in end-of-year assets across 20,830 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $117,333 per participant (85% of the national average assets-per-participant) . Net income for plan year 2023 was $376M.
This plan identity (EIN 582137993, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.8B (+34.0%) while covered participants moved from 21,075 to 23,760 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,075 | $2.1B | Open filing |
| 2023 | 20,830 | $2.4B | This page |
| 2024 · index core | 23,760 | $2.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Emory Healthcare, Inc. Retirement Savings and Matching Plan (Profit Sharing, $2.8B, 23,760 participants)
- Emory Healthcare, Inc. Retirement Plan (Defined Benefit (Pension), $261M, 3,235 participants)
Emory Healthcare, Inc. Retirement Savings and Matching Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Ernst & Young Partnership Retirement (Hr-10) Plan in NJ ($2.5B); by covered participants it is University of Pennsylvania Basic Plan in PA (21,016 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.4B here).
- Ernst & Young Partnership Retirement (Hr-10) Plan (NJ) $2.5B · 1,843
- University of Notre Dame 403(b) Retirement Plan (IN) $2.4B · 9,969
- Commonspirit Health ERISA 403(b) Plan (KY) $2.6B · 28,336
- Sprinkler Industry Supplemental Pension Fund (MD) $2.6B · 25,150
Similar participant headcount
Nearest other-state filings by covered participants (20,830 participants); asset peers above are excluded.
- University of Pennsylvania Basic Plan (PA) 21,016 · 186 off
- University of Maryland Medical System 403(b) Retirement Savings Plan (MD) 20,496 · 334 off
- Intel Retirement Contribution Plan (CA) 21,513 · 683 off
- Cargill Employee Retirement Account Plan (MN) 19,870 · 960 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.