401(k) · DOL Form 5500 · 2023

S. Emerson Group, Inc. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
233
Participants Below avg headcount
89th
Percentile by assets National rank
$299,055
Avg per participant High balance/head
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Official DOL plan name: The Emerson Group Retirement Plan · Sponsored by S. Emerson Group, Inc. · Pennsylvania · Professional & Technical Services

$70M in assets, 233 participants

S. Emerson Group, Inc.'s The Emerson Group Retirement Plan reported $70M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,247 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

The Emerson Group Retirement Plan covers 233 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $70M.

#18,247
in Professional & Technical Services (20,321 peers)
+32.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

The Emerson Group Retirement Plan's outsized position by total assets

The Emerson Group Retirement Plan vs every filed plan by assets

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

$69,679,701 Top 11% higher than 89% 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

The Emerson Group Retirement Plan 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. The Emerson Group Retirement Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Emerson Group Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Emerson Group Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • The Emerson Group Retirement Plan reported participants rose from 202 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232811186 · S. Emerson Group, Inc. PY 2023 · 401(k)

The Emerson Group Retirement Plan · $70M · 233 · 89th

  • NET $70M
  • NET 233
  • NET 89th
  • NET 401(k)
  • NET near Sypris Solutions 401(k) Merged Retirement Savings Plan
  • NET ind #18247

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

The Emerson Group Retirement Plan in the asset neighbourhood

Klarquist Sparkman, LLP 401(k) Retirement PlanKlarquist Sparkman, LLP 401(…$70MThe Emerson Group Retirement PlanThe Emerson Group Retirement…$70MSypris Solutions 401(k) Merged Retirement Savings PlanSypris Solutions 401(k) Merg…$70MSandhills 401(k) Plan$70MMinneapolis Radiation Oncology Physicians, P.a. 401(k) Plan & TrustMinneapolis Radiation Oncolo…$70M
End-of-year total assets ($M) among The Emerson Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$70M
Net Income$17M
Employer EIN232811186
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S. Emerson Group, Inc.)

Sponsor-wide plan assets over time

All S. Emerson Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$86M 64.59276695792069% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $52.5M $86.4M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 202 $53M
2023 1 233 $70M
2024 1 247 $86M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Emerson Group Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Emerson Group Retirement Plan, Total assets ($B): 0.069679701 · Participants: 233The Emerson Group Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Emerson Group Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Emerson Group Retirement Plan side-by-side with 3 peers →

The Emerson Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sypris Solutions 401(k) Merged Retirement Savings Plan in KY ($70M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 The Emerson Group Retirement Plan assets move in 2023? ▼
The Emerson Group Retirement Plan surged - up 32.7% during 2023, from $53M to $70M. Reported net income was $17M.
How have S. Emerson Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Emerson Group, Inc.'s sponsor-wide assets grew 64.6%, from $53M to $86M.
Where does The Emerson Group Retirement Plan rank by assets among Form 5500 filers? ▼
The Emerson Group Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Emerson Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sypris Solutions 401(k) Merged Retirement Savings Plan in KY ($70M, 231 participants).
Which 401(k) plans cover a similar participant headcount to The Emerson Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 232811186.

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.