401(k) · DOL Form 5500 · 2023

Emeritus Institute of Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
119
Participants Small participant base
55th
Percentile by assets National rank
$69,895
Avg per participant Below avg balance/head
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Official DOL plan name: Emeritus Institute of Management, Inc. Retirement Plan · Sponsored by Emeritus Institute of Management, Inc. · Massachusetts · Educational Services

$8M in assets, 119 participants

Emeritus Institute of Management, Inc.'s Emeritus Institute of Management, Inc. Retirement Plan reported $8M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,413 in Educational Services (3,735 peers)

Coverage in Massachusetts

Emeritus Institute of Management, Inc. Retirement Plan covers 119 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#1,413
in Educational Services (3,735 peers)
$3M
reported net income

Emeritus Institute of Management, Inc. Retirement Plan's mid-pack asset rank among Educational Services and all filers

Emeritus Institute of Management, Inc. Retirement Plan vs every filed plan by assets

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

$8,317,513 Top 45% higher than 55% 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

Emeritus Institute of Management, Inc. 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. Emeritus Institute of Management, Inc. Retirement Plan sits mid-pack in the medium band (119 participants).

DOL schedule card

Filing strip 831356339 · Emeritus Institute of Management, Inc. PY 2023 · 401(k)

Emeritus Institute of Management, Inc. Retirement Plan · $8M · 119 · 55th

  • EBSA $8M
  • PART 119
  • TYPE 55th
  • NET 401(k)
  • BOOK near Valley View Health Center Retirement Savings Plan
  • VS-ST ind #1413

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 Massachusetts →

Emeritus Institute of Management, Inc. Retirement Plan in the asset neighbourhood

Emeritus Institute of Management, Inc. Retirement PlanEmeritus Institute of Manage…$8MValley View Health Center Retirement Savings PlanValley View Health Center Re…$8MB-H Transfer Company 401(k) PlanB-H Transfer Company 401(k) …$8MIndoormedia, Inc. 401(k) Retirement PlanIndoormedia, Inc. 401(k) Ret…$8MIcs Corporation Retirement Savings PlanIcs Corporation Retirement S…$8M
End-of-year total assets ($M) among Emeritus Institute of Management, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN831356339
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emeritus Institute of Management, Inc.)

Sponsor-wide plan assets over time

All Emeritus Institute of Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.72555101506905% vs 2023
2024 filing year
$6M$8M$10M$12M$14M 20232024 $8.32M $11.7M ▲ +40.6%
Year Plans Participants Total Assets
2023 1 119 $8M
2024 1 230 $12M

Nearby 401(k) Plans in Massachusetts

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

Emeritus Institute of Management, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Emeritus Institute of Management, Inc. Retirement Plan, Total assets ($B): 0.008317513 · Participants: 119Emeritus Institute of Management, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Emeritus Institute of Management, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Emeritus Institute of Management, Inc. Retirement Plan side-by-side with 3 peers →

Emeritus Institute of Management, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Valley View Health Center Retirement Savings Plan in WA ($8M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 have Emeritus Institute of Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Emeritus Institute of Management, Inc.'s sponsor-wide assets grew 40.7%, from $8M to $12M.
Which 401(k) plans are similar in size to Emeritus Institute of Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley View Health Center Retirement Savings Plan in WA ($8M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Emeritus Institute of Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 831356339.

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.