Defined Benefit (Pension) · DOL Form 5500 · 2023

Emory Healthcare, Inc. Pension Plan

Data updated 2026-08-11

$272M
Total assets
3,560
Participants
96th
Percentile by assets
$76,272
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$272M
total plan assets (2023 EOY)
3,560
covered participants
96th
percentile by assets (of 127,072 plans)
$76,272
avg assets per participant

Where Emory Healthcare, Inc. Retirement Plan 2 sits 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 $2,010,000,000 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

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 →

State
Georgia
Industry
Healthcare & Social Assistance

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Emory Healthcare, Inc. Retirement Plan 2 reports 3,560 participants - 3.2x that state average ($272M EOY assets).

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.)

$2.4B$2.6B$2.8B$3B$3.2B 202220232024 $2.59B $3.03B ▲ +17.0%
Total plan assets by year, all Emory Healthcare, Inc. plans on file
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 ($B) Participants Emory Healthcare, In…, Total assets ($B): 0.271527085 · Participants: 3560Emory Healthcare, In…The Southern Company…, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company…UPS/Ibt Full-Time Em…, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Em…UPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc…, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc…Delta 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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Emory Healthcare, Inc. Retirement Plan 2 by total assets, not by location.

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).

Next read for Emory Healthcare, Inc. Retirement Plan 2

Filing takeaways

Ways to act on Emory Healthcare, Inc. Retirement Plan 2's numbers.

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.