Profit Sharing · DOL Form 5500 · 2023

Emory University Division of Human Resources Profit Sharing Plan

Data updated 2026-08-25

$4.9B
Total assets Very large vs avg
18,725
Participants Very large workforce
100th
Percentile by assets National rank
$263,614
Avg per participant High balance/head
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Official DOL plan name: Emory University Retirement Plan · Sponsored by Emory University Division of Human Resources · Georgia · Educational Services

$4.9B in assets, 18,725 participants

Emory University Division of Human Resources's Emory University Retirement Plan reported $4.9B in total assets and 18,725 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,725 in Educational Services (3,735 peers)

Coverage in Georgia

Emory University Retirement Plan covers 18,725 participants in Georgia, 17x the typical Georgia plan (state average ~1,096 per filing). Assets: $4.9B.

#3,725
in Educational Services (3,735 peers)
+16.9%
assets growth YoY
50×
vs typical plan assets (national mean)

Emory University Retirement Plan's outsized position by total assets

Emory University Retirement Plan vs every filed plan by assets

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

$4,936,168,726 Highest reported value at or above every one 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

Emory University Retirement 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 University Retirement Plan is a mega filing (18,725 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emory University Retirement Plan reported net income rose from -$786M in the plan year 2022 filing to $713M in the plan year 2023 filing.
  • Emory University Retirement Plan end-of-year assets rose from $4.2B in the plan year 2022 filing to $4.9B in the plan year 2023 filing.
  • Emory University Retirement Plan reported participants fell from 18,872 in the plan year 2022 filing to 18,725 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 580566256 · Emory University Division of Human Resources PY 2023 · Profit Sharing

Emory University Retirement Plan · $4.9B · 18,725 · 100th

  • VS-ST $4.9B
  • BOY 18,725
  • SCH 100th
  • EBSA Profit Sharing
  • PART near Retirement Wealth Builder Plan of Pwc
  • TYPE ind #3725

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 Educational Services retirement plans → · Plans in Georgia →

Emory University Retirement Plan in the asset neighbourhood

Motion Picture Industry Individual Account PlanMotion Picture Industry Indi…$5.9BSouthwest Airlines Co. Profitsharing PlanSouthwest Airlines Co. Profi…$5.8BEmory University Retirement PlanEmory University Retirement …$4.9BRetirement Wealth Builder Plan of PwcRetirement Wealth Builder Pl…$4.9BW. W. Grainger, Inc. Retirement Savings PlanW. W. Grainger, Inc. Retirem…$3.5B
End-of-year total assets ($B) among Emory University Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$4.2B
Net Assets (End of Year)$4.9B
Net Income$713M
Employer EIN580566256
Plan Effective Date1937-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emory University Division of Human Resources)

Sponsor-wide plan assets over time

All Emory University Division of Human Resources plans reported in each filing year

Latest sponsor-wide plan assets
$5.5B 31.169647874789014% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B$6B 202220232024 $4.22B $5.54B ▲ +31.3%
Year Plans Participants Total Assets
2022 1 18,872 $4.2B
2023 1 18,725 $4.9B
2024 1 18,936 $5.5B

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Emory University Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -20246 Total assets ($B) Participants Emory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings PlanAu Health Systems, Inc. 401(a) Retirement Savings Plan, Total assets ($B): 0.120333733 · Participants: 2493Au Health Systems, Inc. 401(a) Retirement Savings Plan
Emory University Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Emory University Retirement Plan side-by-side with 3 peers →

Scale composition for Emory University Retirement Plan

Emory University Retirement Plan reports $4.9B in end-of-year assets across 18,725 participants (0.040% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $263,614 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2023 was $713M.

This plan identity (EIN 580566256, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.2B to $5.5B (+31.2%) while covered participants moved from 18,872 to 18,936 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 18,872 $4.2B Open filing
2023 18,725 $4.9B This page
2024 · index core 18,936 $5.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Emory University Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Retirement Wealth Builder Plan of Pwc in FL ($4.9B); by covered participants it is Annuity Plan of the Electrical Industry in NY (18,907 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (18,725 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 Emory University Retirement Plan assets move in 2023? ▼
Emory University Retirement Plan grew sharply - up 16.9% during 2023, from $4.2B to $4.9B. Reported net income was $713M.
How have Emory University Division of Human Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emory University Division of Human Resources's sponsor-wide assets grew 31.2%, from $4.2B to $5.5B.
Where does Emory University Retirement Plan rank by assets among Form 5500 filers? ▼
Emory University Retirement Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Emory University Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Retirement Wealth Builder Plan of Pwc in FL ($4.9B, 44,753 participants).
Which Profit Sharing plans cover a similar participant headcount to Emory University Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Annuity Plan of the Electrical Industry in NY (18,907 participants, $2.2B 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 580566256.

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.