Defined Benefit (Pension) · DOL Form 5500 · 2023

Emd Serono, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
151
Participants Small participant base
37th
Percentile by assets National rank
$22,256
Avg per participant Low balance/head
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Official DOL plan name: Emd Serono, Inc. Employees Retirement Plan · Sponsored by Emd Serono, Inc. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 151 participants

Emd Serono, Inc.'s Emd Serono, Inc. Employees Retirement Plan reported $3M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,898 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Emd Serono, Inc. Employees Retirement Plan covers 151 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#6,898
in Healthcare & Social Assistance (17,684 peers)
-92.2%
assets change YoY

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emd Serono, Inc. Employees Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Emd Serono, Inc. Employees Retirement Plan vs every filed plan by assets

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

$3,360,597 37th percentile higher than 37% 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

Emd Serono, Inc. Employees Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emd Serono, Inc. Employees Retirement Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emd Serono, Inc. Employees Retirement Plan reported net income fell from -$505K in the plan year 2022 filing to -$40M in the plan year 2023 filing.
  • Emd Serono, Inc. Employees Retirement Plan end-of-year assets fell from $43M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Emd Serono, Inc. Employees Retirement Plan reported participants fell from 182 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061040874 · Emd Serono, Inc. PY 2023 · Defined Benefit (Pension)

Emd Serono, Inc. Employees Retirement Plan · $3M · 151 · 37th

  • RANK $3M
  • PHOTO 151
  • IND 37th
  • EOY Defined Benefit (Pension)
  • 5500 near Retirement Plan for Employees of Whitman, Requardt and Associates
  • ASSETS ind #6898

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 Massachusetts →

Emd Serono, Inc. Employees Retirement Plan in the asset neighbourhood

Hasenfeld-Stein, Inc. Pension PlanHasenfeld-Stein, Inc. Pensio…$3MEmd Serono, Inc. Employees Retirement PlanEmd Serono, Inc. Employees R…$3MRetirement Plan for Employees of Whitman, Requardt and AssociatesRetirement Plan for Employee…$3MFoss Nirsystems, Inc. Retirement PlanFoss Nirsystems, Inc. Retire…$3MYuan Zan Jessie Shaw Defined Benefit Pension PlanYuan Zan Jessie Shaw Defined…$3M
End-of-year total assets ($M) among Emd Serono, Inc. Employees Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$3M
Net Income-$40M
Employer EIN061040874
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emd Serono, Inc.)

Sponsor-wide plan assets over time

All Emd Serono, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 92.223280583528% vs 2022
2023 filing year
$0M$20M$40M$60M 20222023 $43.2M $3.36M ▼ -92.2%
Year Plans Participants Total Assets
2022 1 182 $43M
2023 1 151 $3M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Emd Serono, Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Emd Serono, Inc. Employees Retirement Plan, Total assets ($B): 0.003360597 · Participants: 151Emd Serono, Inc. Employees Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Emd Serono, Inc. Employees Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Emd Serono, Inc. Employees Retirement Plan side-by-side with 3 peers →

Emd Serono, Inc. Employees Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Whitman, Requardt and Associates in MD ($3M); by covered participants it is Iron Workers Local 498 Defined Benefit Plan in IL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Emd Serono, Inc. Employees Retirement Plan assets move in 2023? ▼
Emd Serono, Inc. Employees Retirement Plan contracted severely - down 92.2% during 2023, from $43M to $3M. Reported net income was -$40M.
How have Emd Serono, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Emd Serono, Inc.'s sponsor-wide assets declined 92.2%, from $43M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Emd Serono, Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Whitman, Requardt and Associates in MD ($3M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emd Serono, Inc. Employees Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Iron Workers Local 498 Defined Benefit Plan in IL (151 participants, $30M 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 061040874.

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.