Other · DOL Form 5500 · 2023

Emanate Health Retirement Plan

Data updated 2026-08-25

$382M
Total assets Above avg plan size
3,353
Participants Above avg headcount
97th
Percentile by assets National rank
$113,815
Avg per participant Below avg balance/head
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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.

  • #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.

#17,165
in Healthcare & Social Assistance (17,684 peers)
+13.2%
assets growth YoY
3.8×
vs typical plan assets (national mean)

Emanate Health Retirement Plan's outsized position 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 $2,050,000,000 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

Emanate Health Retirement Plan'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. Emanate Health Retirement Plan lands in the large band (3,353 participants).

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 →

EBSA filing schedule strip

Filing strip 953885523 · Emanate Health PY 2023 · Other

Emanate Health Retirement Plan · $382M · 3,353 · 97th

  • BOOK $382M
  • VS-ST 3,353
  • BOY 97th
  • SCH Other
  • EBSA near Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan
  • PART ind #17165

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 California →

Emanate Health Retirement Plan in the asset neighbourhood

Union College Retirement Plan$384MNational Public Radio, Inc. Retirement PlanNational Public Radio, Inc. …$384MEmanate Health Retirement PlanEmanate Health Retirement Pl…$382MRefrigeration, a/C & Service Div. (Ua-Nj) Annuity PlanRefrigeration, a/C & Service…$381MAmerican Cancer Society 403(b) PlanAmerican Cancer Society 403(…$379M
End-of-year total assets ($M) among Emanate Health Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Emanate Health plans reported in each filing year

Latest sponsor-wide plan assets
$418M 24.12250342174291% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $337M $418M ▲ +24.1%
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 ($B) Participants Emanate Health Retirement Plan, Total assets ($B): 0.381620694 · Participants: 3353Emanate Health Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Emanate Health Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Emanate Health Retirement Plan side-by-side with 3 peers →

Emanate Health Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan in NJ ($381M); by covered participants it is St. John's University Defined Contribution Retirement Plan in NY (3,335 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($382M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,353 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 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).
Which Other plans cover a similar participant headcount to Emanate Health Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is St. John's University Defined Contribution Retirement Plan in NY (3,335 participants, $1.4B 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 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.