Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Emory Healthcare, Inc. Retirement Plan 2

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Emory Healthcare, Inc. · Georgia · Healthcare & Social Assistance

What the 2023 filing shows

Emory Healthcare, Inc. Retirement Plan 2 holds $272M for 3,560 participants — about $76,272 per participant, up 4.1% over the 2023 plan year.

$272M
total plan assets (2023 EOY)
3,560
covered participants
$76,272
avg assets per participant
+4.1%
assets growth YoY
Total Assets (2023)
$272M
Participants
3,560
State
Industry
Healthcare & Social Assistance

What the Filing Says About Emory Healthcare, Inc. Retirement Plan 2

Emory Healthcare, Inc. Retirement Plan 2 is a Defined Benefit (Pension) retirement plan sponsored by Emory Healthcare, Inc., headquartered in Georgia. As of the 2023 Form 5500 filing, the plan reports $272M in total end-of-year assets and covers 3,560 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 582137993, and the plan has been effective since 2022-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $261M at the beginning of 2023 to $272M at year-end — a gain of 4.1%. Net assets (after liabilities) closed the year at $272M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Emory Healthcare, Inc.)

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.

Frequently Asked Questions

How much money is in the Emory Healthcare, Inc. Retirement Plan 2?
As of the 2023 Form 5500 filing, Emory Healthcare, Inc. Retirement Plan 2 holds $272M in total assets with 3,560 participants. It is sponsored by Emory Healthcare, Inc..
What type of plan is Emory Healthcare, Inc. Retirement Plan 2?
Emory Healthcare, Inc. Retirement Plan 2 is a Defined Benefit (Pension) plan. It has been effective since 2022-12-31. The plan is filed with the U.S. Department of Labor under EIN 582137993.
Who sponsors the Emory Healthcare, Inc. Retirement Plan 2?
Emory Healthcare, Inc. Retirement Plan 2 is sponsored by Emory Healthcare, Inc., located in Georgia. The sponsor's EIN is 582137993 and the plan operates in the Healthcare & Social Assistance industry.
How did Emory Healthcare, Inc. Retirement Plan 2 perform in 2023?
Emory Healthcare, Inc. Retirement Plan 2 grew by 4.1% during 2023, moving from $261M to $272M in total assets. Net income was $11M.
Where can I find official filings for Emory Healthcare, Inc. Retirement Plan 2?
Official Form 5500 filings for Emory Healthcare, Inc. Retirement Plan 2 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 582137993 or plan name at efast.dol.gov.
How does Emory Healthcare, Inc. Retirement Plan 2 compare to other plans?
You can compare Emory Healthcare, Inc. Retirement Plan 2 against other Defined Benefit (Pension) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.