Defined Benefit (Pension) · DOL Form 5500 · 2023

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
73
Participants Small participant base
24th
Percentile by assets National rank
$15,077
Avg per participant Low balance/head
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Official DOL plan name: Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees · Sponsored by Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar · New York · Finance & Insurance

$1M in assets, 73 participants

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar's Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees reported $1M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,408 in Finance & Insurance (8,869 peers)

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar multi-year trail

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar's plans moved +20.1% in assets from 2022 to 2024; this filing shows Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees at $1M / 73 participants.

#1,408
in Finance & Insurance (8,869 peers)
+5.2%
assets growth YoY

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees among the smaller filed plans by assets

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees vs every filed plan by assets

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

$1,100,613 24th percentile higher than 24% 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

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees reported net income rose from -$42K in the plan year 2022 filing to $3K in the plan year 2023 filing.
  • Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees reported participants fell from 88 in the plan year 2022 filing to 73 in the plan year 2023 filing.
  • Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261330097 · Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar PY 2023 · Defined Benefit (Pension)

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees · $1M · 73 · 24th

  • EOY $1M
  • 5500 73
  • ASSETS 24th
  • PCT Defined Benefit (Pension)
  • EIN near Luella Hannan Memorial Foundation Employees' Retirement Plan
  • RANK ind #1408

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 Finance & Insurance retirement plans → · Plans in New York →

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees in the asset neighbourhood

United Food & Commercial Workers Pension Fund of Northeastern PennsylvaniaUnited Food & Commercial Wor…$1MEmblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained EmployeesEmblemhealth Services Compan…$1MLuella Hannan Memorial Foundation Employees' Retirement PlanLuella Hannan Memorial Found…$1MFfp Effects, Inc. Cash Balance Pension Plan & TrustFfp Effects, Inc. Cash Balan…$1MEconomy Linen and Towel Service, Inc. Plant Pension Fund - DaytonEconomy Linen and Towel Serv…$1M
End-of-year total assets ($M) among Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar multi-year asset trail

Sponsor-wide plan assets over time

All Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar plans reported in each filing year

Latest sponsor-wide plan assets
$489M 20.10324432579158% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $407M $489M ▲ +20.1%
Year Plans Participants Total Assets
2022 4 1,806 $407M
2023 4 1,850 $460M
2024 3 1,769 $489M

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$981K
Net Income$3K
Employer EIN261330097
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees, Total assets ($B): 0.001100613 · Participants: 73Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained EmployeesIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees side-by-side with 3 peers →

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Luella Hannan Memorial Foundation Employees' Retirement Plan in MI ($1M); by covered participants it is Mosaic Combined U.S. Defined Benefit Pension Plan in FL (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees assets move in 2023? ▼
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees grew at a solid clip - up 5.2% during 2023, from $1M to $1M. Reported net income was $3K.
How have Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar's sponsor-wide assets grew 20.1%, from $407M to $489M.
Where does Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees rank by assets among Form 5500 filers? ▼
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Luella Hannan Memorial Foundation Employees' Retirement Plan in MI ($1M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mosaic Combined U.S. Defined Benefit Pension Plan in FL (73 participants, $19M 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 261330097.

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.