Other · DOL Form 5500 · 2022
Emerson Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 1,560
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $92,149
- Avg per participant Below avg balance/head
Official DOL plan name: Emerson Health System Retirement Savings Plan · Sponsored by Emerson Health System, Inc. · Massachusetts · Healthcare & Social Assistance
$144M in assets, 1,560 participants
Emerson Health System, Inc.'s Emerson Health System Retirement Savings Plan reported $144M in total assets and 1,560 participants in its 2022 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.
- #19,088 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Emerson Health System Retirement Savings Plan covers 1,560 participants in Massachusetts, 2.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $144M.
- #19,088
- in Healthcare & Social Assistance (20,060 peers)
- -13.1%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2022 · DOL Form 5500
$143,751,867 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Emerson Health System Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 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 (1,560 participants).
DOL schedule card
Filing strip 042770977 · Emerson Health System, Inc. PY 2022 · Other
Emerson Health System Retirement Savings Plan · $144M · 1,560 · 94th
- VS-ST $144M
- BOY 1,560
- SCH 94th
- EBSA Other
- PART near Milwaukee School of Engineering Defined Contribution Plan
- TYPE ind #19088
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
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | -$26M |
| 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 $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Emerson Health System Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Milwaukee School of Engineering Defined Contribution Plan in WI ($144M); by covered participants it is Mercy Housing, Inc. 403(b) Plan in CO (1,562 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,560 participants); asset peers above are excluded.
- Mercy Housing, Inc. 403(b) Plan (CO) 1,562 · 2 off
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital (ND) 1,562 · 2 off
- Jackson Hospital and Clinic, Inc. 403b Plan (AL) 1,566 · 6 off
- Lima Memorial Health System 403(b) Plan (OH) 1,553 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.