Defined Benefit (Pension) · DOL Form 5500 · 2023
Emblemhealth Services Company, LLC Pension Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 115
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
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.
- #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.
- #7,801
- in Finance & Insurance (8,869 peers)
- +5.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II's outsized position 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
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 Employees' Retirement Plan and Trust II 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. Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II sits mid-pack in the medium band (115 participants).
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.
DOL schedule card
Filing strip 261330097 · Emblemhealth Services Company, LLC PY 2023 · Defined Benefit (Pension)
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II · $115M · 115 · 92nd
- EOY $115M
- EOY 115
- EOY 92nd
- EOY Defined Benefit (Pension)
- EOY near Bricklayers Union Local No 1 of Missouri Pension P
- EOY ind #7801
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 Employees' Retirement Plan and Trust II in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $6M |
| Employer EIN | 261330097 |
| Plan Effective Date | 2016-07-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emblemhealth Services Company, LLC)
Sponsor-wide plan assets over time
All Emblemhealth Services Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $489M 20.10324432579158% vs 2022
- 2024 filing year
| 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.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Bricklayers Union Local No 1 of Missouri Pension P in MO ($115M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Bricklayers Union Local No 1 of Missouri Pension P (MO) $115M · 517
- Molex Hourly Employees' Pension Plan (IL) $115M · 744
- Bss Retirement Plan for Bargained Employees (WA) $115M · 244
- Owensboro Health Retirement Plan (KY) $116M · 1,310
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Retirement Plan for Employees of Diamond V Mills, LLC. (IA) 115 · 0 off
- Intermountain Rural Electric Association Pension Fully Insured (Non-Union) Defined Benefit Plan (CO) 115 · 0 off
- Pima Federal Credit Union Defined Benefit Plan and Trust (AZ) 115 · 0 off
- Kennedy Valve Factory Employees Pension Plan (AL) 115 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.