401(k) · DOL Form 5500 · 2023

Emerus Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
2,014
Participants Near avg headcount
87th
Percentile by assets National rank
$30,103
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Emerus Retirement Savings Plan · Sponsored by Emerus Holdings, Inc. · Texas · Healthcare & Social Assistance

$61M in assets, 2,014 participants

Emerus Holdings, Inc.'s Emerus Retirement Savings Plan reported $61M in total assets and 2,014 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,795 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Emerus Retirement Savings Plan covers 2,014 participants in Texas, 2.9x the typical Texas plan (state average ~688 per filing). Assets: $61M.

#15,795
in Healthcare & Social Assistance (17,684 peers)
+32.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Emerus Retirement Savings Plan's outsized position by total assets

Emerus Retirement Savings Plan vs every filed plan by assets

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

$60,628,220 Top 13% higher than 87% 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

Emerus Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerus Retirement Savings Plan lands in the large band (2,014 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emerus Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Emerus Retirement Savings Plan end-of-year assets rose from $46M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Emerus Retirement Savings Plan reported participants rose from 1,789 in the plan year 2022 filing to 2,014 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 274317672 · Emerus Holdings, Inc. PY 2023 · 401(k)

Emerus Retirement Savings Plan · $61M · 2,014 · 87th

  • ASSETS $61M
  • ASSETS 2,014
  • ASSETS 87th
  • ASSETS 401(k)
  • ASSETS near Bowflex Inc. 401(k) Savings Plan
  • ASSETS ind #15795

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Emerus Retirement Savings Plan in the asset neighbourhood

Kelly Tractor Co. Savings & Profit Sharing PlanKelly Tractor Co. Savings & …$61MEmerus Retirement Savings PlanEmerus Retirement Savings Pl…$61MBowflex Inc. 401(k) Savings PlanBowflex Inc. 401(k) Savings …$61MBristol-Myers Squibb Company Employee Incentive Thrift PlanBristol-Myers Squibb Company…$61MGreat Minds Pbc 401(k) Plan$61M
End-of-year total assets ($M) among Emerus Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$61M
Net Income$15M
Employer EIN274317672
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerus Holdings, Inc.)

Sponsor-wide plan assets over time

All Emerus Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 62.20718340913854% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.9M $74.5M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 1,789 $46M
2023 1 2,014 $61M
2024 1 2,131 $74M

Nearby 401(k) Plans in Texas

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

Emerus Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Emerus Retirement Savings Plan, Total assets ($B): 0.06062822 · Participants: 2014Emerus Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Emerus Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Emerus Retirement Savings Plan side-by-side with 3 peers →

Emerus Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bowflex Inc. 401(k) Savings Plan in WA ($61M); by covered participants it is Charter Next Generation, Inc. 401(k) Plan in IL (2,014 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,014 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 Emerus Retirement Savings Plan assets move in 2023? ▼
Emerus Retirement Savings Plan surged - up 32.1% during 2023, from $46M to $61M. Reported net income was $15M.
How have Emerus Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerus Holdings, Inc.'s sponsor-wide assets grew 62.2%, from $46M to $74M.
Where does Emerus Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Emerus Retirement Savings Plan ranks in the 87th 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 Emerus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bowflex Inc. 401(k) Savings Plan in WA ($61M, 435 participants).
Which 401(k) plans cover a similar participant headcount to Emerus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Charter Next Generation, Inc. 401(k) Plan in IL (2,014 participants, $115M 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 274317672.

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.