Defined Benefit (Pension) · DOL Form 5500 · 2023

Emerson Health System, Inc. Pension Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
242
Participants Below avg headcount
89th
Percentile by assets National rank
$294,258
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Emerson Hospital · Sponsored by Emerson Health System, Inc. · Massachusetts · Healthcare & Social Assistance

$71M in assets, 242 participants

Emerson Health System, Inc.'s Retirement Plan for Employees of Emerson Hospital reported $71M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,997 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Retirement Plan for Employees of Emerson Hospital covers 242 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $71M.

#15,997
in Healthcare & Social Assistance (17,684 peers)
+14.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Retirement Plan for Employees of Emerson Hospital's outsized position by total assets

Retirement Plan for Employees of Emerson Hospital vs every filed plan by assets

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

$71,210,435 Top 11% higher than 89% 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

Retirement Plan for Employees of Emerson Hospital 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. Retirement Plan for Employees of Emerson Hospital sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Emerson Hospital reported net income rose from $3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Retirement Plan for Employees of Emerson Hospital end-of-year assets rose from $62M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Retirement Plan for Employees of Emerson Hospital reported participants fell from 265 in the plan year 2022 filing to 242 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042770977 · Emerson Health System, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Emerson Hospital · $71M · 242 · 89th

  • TYPE $71M
  • TYPE 242
  • TYPE 89th
  • TYPE Defined Benefit (Pension)
  • TYPE near Cabell Huntington Hospital, Inc. Union Employees' Retirement Plan
  • TYPE ind #15997

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 →

Retirement Plan for Employees of Emerson Hospital in the asset neighbourhood

Motorists Mutual Retirement PlanMotorists Mutual Retirement …$71MRetirement Plan for Employees of Emerson HospitalRetirement Plan for Employee…$71MCabell Huntington Hospital, Inc. Union Employees' Retirement PlanCabell Huntington Hospital, …$71MThe Doe Run Resources Corporation Retirement PlanThe Doe Run Resources Corpor…$71MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$71M
End-of-year total assets ($M) among Retirement Plan for Employees of Emerson Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$71M
Net Income$9M
Employer EIN042770977
Plan Effective Date1959-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerson Health System, Inc.)

Sponsor-wide plan assets over time

All Emerson Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$252M 22.453600472579005% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $206M $252M ▲ +22.5%
Year Plans Participants Total Assets
2022 3 1,834 $206M
2023 2 1,557 $238M
2024 2 2,817 $252M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Retirement Plan for Employees of Emerson Hospital vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Employees of Emerson Hospital, Total assets ($B): 0.071210435 · Participants: 242Retirement Plan for Employees of Emerson HospitalConsolidated 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
Retirement Plan for Employees of Emerson Hospital vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Retirement Plan for Employees of Emerson Hospital side-by-side with 3 peers →

Retirement Plan for Employees of Emerson Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Cabell Huntington Hospital, Inc. Union Employees' Retirement Plan in WV ($71M); by covered participants it is Houston Refining LP Retirement Plan for Represented Employees in TX (242 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan for Employees of Emerson Hospital assets move in 2023? ▼
Retirement Plan for Employees of Emerson Hospital grew at a solid clip - up 14.3% during 2023, from $62M to $71M. Reported net income was $9M.
How have Emerson Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerson Health System, Inc.'s sponsor-wide assets grew 22.5%, from $206M to $252M.
Where does Retirement Plan for Employees of Emerson Hospital rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Emerson Hospital ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Emerson Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cabell Huntington Hospital, Inc. Union Employees' Retirement Plan in WV ($71M, 262 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Emerson Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Houston Refining LP Retirement Plan for Represented Employees in TX (242 participants, $67M 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 042770977.

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.