Other · DOL Form 5500 · 2023
Emerson Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $167M
- Total assets Near avg plan size
- 1,315
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $126,630
- Avg per participant Near avg balance/head
Official DOL plan name: Emerson Health System Retirement Savings Plan · Sponsored by Emerson Health System, Inc. · Massachusetts · Healthcare & Social Assistance
$167M in assets, 1,315 participants
Emerson Health System, Inc.'s Emerson Health System Retirement Savings Plan reported $167M in total assets and 1,315 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,752 in Healthcare & Social Assistance (17,684 peers)
Where Emerson Health System Retirement Savings Plan sits by assets
Emerson Health System Retirement Savings Plan sits in the top 10% of all filed plans by assets, $167M for 1,315 participants (~$126,630/participant), up 15.8% in 2023.
- #16,752
- in Healthcare & Social Assistance (17,684 peers)
- +15.8%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Emerson Health System Retirement Savings Plan's outsized position by total assets
Emerson Health System Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$166,518,353 Top 6% higher than 94% 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
Emerson Health System 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. Emerson Health System Retirement Savings Plan lands in the large band (1,315 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Emerson Health System Retirement Savings Plan reported net income rose from -$26M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Emerson Health System Retirement Savings Plan end-of-year assets rose from $144M in the plan year 2022 filing to $167M in the plan year 2023 filing.
- Emerson Health System Retirement Savings Plan reported participants fell from 1,560 in the plan year 2022 filing to 1,315 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042770977 · Emerson Health System, Inc. PY 2023 · Other
Emerson Health System Retirement Savings Plan · $167M · 1,315 · 94th
- TYPE $167M
- NET 1,315
- BOOK 94th
- VS-ST Other
- BOY near The Hotchkiss School 403(b) Retirement Plan
- SCH ind #16752
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 Massachusetts →
Emerson Health System Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $167M |
| Net Income | $23M |
| Employer EIN | 042770977 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emerson Health System, Inc.)
Sponsor-wide plan assets over time
All Emerson Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $252M 22.453600472579005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,834 | $206M |
| 2023 | 2 | 1,557 | $238M |
| 2024 | 2 | 2,817 | $252M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Emerson Health System Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Hotchkiss School 403(b) Retirement Plan in CT ($167M); by covered participants it is Park Nicollet Health Services 403(b) Retirement Savings Plan in MN (1,315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($167M here).
- The Hotchkiss School 403(b) Retirement Plan (CT) $167M · 380
- Westminster Schools Defined Contribution Retirement Plan (GA) $168M · 469
- Ford Foundation Savings Plan (NY) $165M · 348
- Capital University 403(b) Retirement Plan (OH) $168M · 474
Similar participant headcount
Nearest other-state filings by covered participants (1,315 participants); asset peers above are excluded.
- Park Nicollet Health Services 403(b) Retirement Savings Plan (MN) 1,315 · 0 off
- Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan (PR) 1,314 · 1 off
- Quinnipiac University Defined Contribution Retirement Plan (CT) 1,312 · 3 off
- Plumbers & Pipefitters Local 760 Savings and Investment Plan (AL) 1,319 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.