Other · DOL Form 5500 · 2023

Emanate Health Retirement Plan

Data updated 2026-08-11

$382M
Total assets
3,353
Participants
97th
Percentile by assets
$113,815
Avg per participant
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Official DOL plan name: Emanate Health Retirement Plan · Sponsored by Emanate Health · California · Healthcare & Social Assistance

$382M in assets, 3,353 participants

Emanate Health's Emanate Health Retirement Plan reported $382M in total assets and 3,353 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #17,165 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Emanate Health Retirement Plan covers 3,353 participants in California, 5.3x the typical California plan (state average ~630 per filing). Assets: $382M.

$382M
total plan assets (2023 EOY)
3,353
covered participants
97th
percentile by assets (of 127,072 plans)
$113,815
avg assets per participant

Where Emanate Health Retirement Plan sits by total assets

Emanate Health Retirement Plan vs every filed plan by assets

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

$381,620,694 Top 3% higher than 97% 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

  • Emanate Health Retirement Plan reported net income rose from -$38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Emanate Health Retirement Plan end-of-year assets rose from $337M in the plan year 2022 filing to $382M in the plan year 2023 filing.
  • Emanate Health Retirement Plan reported participants rose from 3,299 in the plan year 2022 filing to 3,353 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Emanate Health Retirement Plan reports 3,353 participants - 5.3x that state average ($382M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$337M
Net Assets (End of Year)$382M
Net Income$45M
Employer EIN953885523
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emanate Health)

$300M$350M$400M$450M 202220232024 $337M $418M ▲ +24.1%
Total plan assets by year, all Emanate Health plans on file
Year Plans Participants Total Assets
2022 1 3,299 $337M
2023 1 3,353 $382M
2024 1 3,772 $418M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Emanate Health Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -5051015 Total assets ($B) Participants Emanate Health Retir…, Total assets ($B): 0.381620694 · Participants: 3353Emanate Health Retir…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Emanate Health Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Emanate Health Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Emanate Health Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Emanate Health Retirement Plan assets move in 2023? ▼
Emanate Health Retirement Plan grew at a solid clip - up 13.2% during 2023, from $337M to $382M. Reported net income was $45M.
How have Emanate Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emanate Health's sponsor-wide assets grew 24.1%, from $337M to $418M.
Where does Emanate Health Retirement Plan rank by assets among Form 5500 filers? ▼
Emanate Health Retirement Plan ranks in the 97th 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 Other plans are similar in size to Emanate Health Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan in NJ ($381M, 2,128 participants).

Next read for Emanate Health Retirement Plan

Filing takeaways

Ways to act on Emanate Health Retirement Plan'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 953885523.

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.