401(k) · DOL Form 5500 · 2023

Ems Savings Plan 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 215
Participants Below avg headcount: 62nd
Percentile by assets National rank: $53,318
Avg per participant Low balance/head

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Official DOL plan name: Ems Savings Plan · Sponsored by Ems Savings Plan · Ohio · Finance & Insurance

$11M in assets, 215 participants

Ems Savings Plan's Ems Savings Plan reported $11M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

#4,102 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Ems Savings Plan covers 215 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#4,102
in Finance & Insurance (8,869 peers): +29.8%
assets growth YoY

Ems Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Ems Savings Plan vs every filed plan by assets

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

$11,463,414 Top 38% higher than 62% 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

Ems Savings 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. Ems Savings Plan sits mid-pack in the medium band (215 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ems Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Ems Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341569688 · Ems Savings Plan PY 2023 · 401(k)

Ems Savings Plan · $11M · 215 · 62nd

EBSA $11M
PART 215
TYPE 62nd
NET 401(k)
BOOK near Blt Management, LLC 401(k) Plan
VS-ST ind #4102

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 Finance & Insurance retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Ems Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	341569688
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ems Savings Plan)

Latest sponsor-wide plan assets: $13M 50.97578206199699% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	215	$9M
2023	1	215	$11M
2024	1	307	$13M

Nearby 401(k) Plans in Ohio

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

Ems Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Ems Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Blt Management, LLC 401(k) Plan in CT ($11M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Blt Management, LLC 401(k) Plan (CT) $11M · 160
Oxford Capital Group 401(k) Profit Sharing Plan (IL) $11M · 802
403(b) Thrift Plan of Partners in Development Foundation (HI) $11M · 191
Authentic Brands, LLC 401(k) Plan (UT) $11M · 734

Similar participant headcount

Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.

West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan (TN) 215 · 0 off
Demand Science Group 401(k) Plan (MA) 215 · 0 off
Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan (NM) 215 · 0 off
The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan (NY) 215 · 0 off

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 Ems Savings Plan assets move in 2023? ▼

Ems Savings Plan grew sharply - up 29.8% during 2023, from $9M to $11M. Reported net income was $2M.

How have Ems Savings Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ems Savings Plan's sponsor-wide assets grew 51.0%, from $9M to $13M.

Which 401(k) plans are similar in size to Ems Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Blt Management, LLC 401(k) Plan in CT ($11M, 160 participants).

Which 401(k) plans cover a similar participant headcount to Ems Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M 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 341569688.