Defined Benefit (Pension) · DOL Form 5500 · 2023

Emblemhealth Services Company, LLC Pension Plan

Data updated 2026-08-11

$115M
Total assets
115
Participants
92nd
Percentile by assets
$1.0M
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II · Sponsored by Emblemhealth Services Company, LLC · New York · Finance & Insurance

$115M in assets, 115 participants

Emblemhealth Services Company, LLC's Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II reported $115M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #7,801 in Finance & Insurance (8,869 peers)

Coverage in New York

Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $115M.

$115M
total plan assets (2023 EOY)
115
covered participants
92nd
percentile by assets (of 127,072 plans)
$1.0M
avg assets per participant

Where Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II sits by total assets

Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II vs every filed plan by assets

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

$115,278,085 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II reported net income rose from -$30M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II reported participants fell from 128 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II end-of-year assets rose from $109M in the plan year 2022 filing to $115M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II reports 115 participants - about 14% of that state average ($115M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$115M
Net Income$6M
Employer EIN261330097
Plan Effective Date2016-07-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Emblemhealth Services Company, LLC)

$350M$400M$450M$500M 202220232024 $407M $489M ▲ +20.1%
Total plan assets by year, all Emblemhealth Services Company, LLC plans on file
Year Plans Participants Total Assets
2022 4 1,806 $407M
2023 4 1,850 $460M
2024 3 1,769 $489M

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 Employees' Retirement Plan and Trust II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Emblemhealth Service…, Total assets ($B): 0.115278085 · Participants: 115Emblemhealth Service…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Emblemhealth Services Company, LLC Emplo… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II by total assets, not by location.

Frequently Asked Questions

How did Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II assets move in 2023? ▼
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II grew at a solid clip - up 5.7% during 2023, from $109M to $115M. Reported net income was $6M.
How have Emblemhealth Services Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emblemhealth Services Company, LLC's sponsor-wide assets grew 20.1%, from $407M to $489M.
Where does Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II rank by assets among Form 5500 filers? ▼
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers Union Local No 1 of Missouri Pension P in MO ($115M, 517 participants).

Next read for Emblemhealth Services Company, LLC Emplo…

Filing takeaways

Ways to act on Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II's numbers.

  • By total assets, Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Emblemhealth Services Company, LLC's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.