Defined Benefit (Pension) · DOL Form 5500 · 2023

Emory Healthcare, Inc. Pension Plan

Data updated 2026-08-25

$272M
Total assets Near avg plan size
3,560
Participants Above avg headcount
96th
Percentile by assets National rank
$76,272
Avg per participant Below avg balance/head
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Official DOL plan name: Emory Healthcare, Inc. Retirement Plan 2 · Sponsored by Emory Healthcare, Inc. · Georgia · Healthcare & Social Assistance

$272M in assets, 3,560 participants

Emory Healthcare, Inc.'s Emory Healthcare, Inc. Retirement Plan 2 reported $272M in total assets and 3,560 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,018 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Emory Healthcare, Inc. Retirement Plan 2 covers 3,560 participants in Georgia, 3.2x the typical Georgia plan (state average ~1,096 per filing). Assets: $272M.

#17,018
in Healthcare & Social Assistance (17,684 peers)
+4.1%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Emory Healthcare, Inc. Retirement Plan 2's outsized position by total assets

Emory Healthcare, Inc. Retirement Plan 2 vs every filed plan by assets

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

$271,527,085 Top 4% higher than 96% 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

Emory Healthcare, Inc. Retirement Plan 2'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. Emory Healthcare, Inc. Retirement Plan 2 lands in the large band (3,560 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emory Healthcare, Inc. Retirement Plan 2 end-of-year assets rose from $261M in the plan year 2022 filing to $272M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582137993 · Emory Healthcare, Inc. PY 2023 · Defined Benefit (Pension)

Emory Healthcare, Inc. Retirement Plan 2 · $272M · 3,560 · 96th

  • EIN $272M
  • EIN 3,560
  • EIN 96th
  • EIN Defined Benefit (Pension)
  • EIN near Teleflex Incorporated Retirement Income Plan
  • EIN ind #17018

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 Georgia →

Emory Healthcare, Inc. Retirement Plan 2 in the asset neighbourhood

Retirement Plan for Great Dane LLCRetirement Plan for Great Da…$272MEmory Healthcare, Inc. Retirement Plan 2Emory Healthcare, Inc. Retir…$272MTeleflex Incorporated Retirement Income PlanTeleflex Incorporated Retire…$271MBelk Pension Plan$271MU.a. Plumbers & Steamfitters Local 22 Pension FundU.a. Plumbers & Steamfitters…$271M
End-of-year total assets ($M) among Emory Healthcare, Inc. Retirement Plan 2 and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$261M
Net Assets (End of Year)$272M
Net Income$11M
Employer EIN582137993
Plan Effective Date2022-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Emory Healthcare, Inc.)

Sponsor-wide plan assets over time

All Emory Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 16.972395140610622% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B 202220232024 $2.59B $3.03B ▲ +17.0%
Year Plans Participants Total Assets
2022 3 29,060 $2.6B
2023 3 24,842 $2.7B
2024 2 26,995 $3.0B

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Emory Healthcare, Inc. Retirement Plan 2 vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Emory Healthcare, Inc. Retirement Plan 2, Total assets ($B): 0.271527085 · Participants: 3560Emory Healthcare, Inc. Retirement Plan 2The Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Emory Healthcare, Inc. Retirement Plan 2 vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Emory Healthcare, Inc. Retirement Plan 2 side-by-side with 3 peers →

Emory Healthcare, Inc. Retirement Plan 2's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Teleflex Incorporated Retirement Income Plan in PA ($271M); by covered participants it is Retirement Plan for Certain Represented Employees in MD (3,559 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($272M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,560 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 Emory Healthcare, Inc. Retirement Plan 2 assets move in 2023? ▼
Emory Healthcare, Inc. Retirement Plan 2 edged up modestly - up 4.1% during 2023, from $261M to $272M. Reported net income was $11M.
How have Emory Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emory Healthcare, Inc.'s sponsor-wide assets grew 17.0%, from $2.6B to $3.0B.
Where does Emory Healthcare, Inc. Retirement Plan 2 rank by assets among Form 5500 filers? ▼
Emory Healthcare, Inc. Retirement Plan 2 ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Emory Healthcare, Inc. Retirement Plan 2? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teleflex Incorporated Retirement Income Plan in PA ($271M, 162 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emory Healthcare, Inc. Retirement Plan 2? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Certain Represented Employees in MD (3,559 participants, $3.4B 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 582137993.

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.