Other · DOL Form 5500 · 2024

Emerson College Retirement Plan

Data updated 2026-08-25

$242M
Total assets Near avg plan size
1,011
Participants Near avg headcount
95th
Percentile by assets National rank
$239,801
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Emerson College Tax Deferred Annuity Plan · Sponsored by Emerson College · Massachusetts · Educational Services

$242M in assets, 1,011 participants

Emerson College's Emerson College Tax Deferred Annuity Plan reported $242M in total assets and 1,011 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,343 in Educational Services (3,638 peers)

Where Emerson College Tax Deferred Annuity Plan sits by assets

Emerson College Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $242M for 1,011 participants (~$239,801/participant), up 9.4% in 2024.

#3,343
in Educational Services (3,638 peers)
+9.4%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Emerson College Tax Deferred Annuity Plan's outsized position by total assets

Emerson College Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$242,439,254 Top 5% higher than 95% of 123,620 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 2024

Emerson College Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerson College Tax Deferred Annuity Plan lands in the large band (1,011 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emerson College Tax Deferred Annuity Plan reported participants fell from 1,582 in the plan year 2023 filing to 1,011 in the plan year 2024 filing.
  • Emerson College Tax Deferred Annuity Plan reported net income fell from $28M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Emerson College Tax Deferred Annuity Plan end-of-year assets rose from $222M in the plan year 2023 filing to $242M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 041286950 · Emerson College PY 2024 · Other

Emerson College Tax Deferred Annuity Plan · $242M · 1,011 · 95th

  • EIN $242M
  • RANK 1,011
  • PHOTO 95th
  • IND Other
  • EOY near The College of Wooster Defined Contribution Plan
  • 5500 ind #3343

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 Educational Services retirement plans → · Plans in Massachusetts →

Emerson College Tax Deferred Annuity Plan in the asset neighbourhood

Emerson College Tax Deferred Annuity PlanEmerson College Tax Deferred…$242MThe College of Wooster Defined Contribution PlanThe College of Wooster Defin…$242MGreenwich Hospital Tax Deferred Annuity Retirement PlanGreenwich Hospital Tax Defer…$242MPhillips Exeter Academy Retirement PlanPhillips Exeter Academy Reti…$242MIBEW Local No. 86 Annuity FundIBEW Local No. 86 Annuity Fu…$242M
End-of-year total assets ($M) among Emerson College Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$222M
Net Assets (End of Year)$242M
Net Income$21M
Employer EIN041286950
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerson College)

Sponsor-wide plan assets over time

All Emerson College plans reported in each filing year

Latest sponsor-wide plan assets
$242M 25.341735646538275% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $193M $242M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 1,889 $193M
2023 1 1,582 $222M
2024 1 1,011 $242M

Nearby Other Plans in Massachusetts

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

Emerson College Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 012345 Total assets ($B) Participants Emerson College Tax Deferred Annuity Plan, Total assets ($B): 0.242439254 · Participants: 1011Emerson College Tax Deferred Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Emerson College Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Emerson College Tax Deferred Annuity Plan side-by-side with 3 peers →

Emerson College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The College of Wooster Defined Contribution Plan in OH ($242M); by covered participants it is Houston Grand Opera, Inc. 403(b) Plan in TX (1,011 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($242M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,011 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Emerson College Tax Deferred Annuity Plan assets move in 2024? ▼
Emerson College Tax Deferred Annuity Plan grew at a solid clip - up 9.4% during 2024, from $222M to $242M. Reported net income was $21M.
How have Emerson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerson College's sponsor-wide assets grew 25.3%, from $193M to $242M.
Where does Emerson College Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Emerson College Tax Deferred Annuity Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Emerson College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The College of Wooster Defined Contribution Plan in OH ($242M, 558 participants).
Which Other plans cover a similar participant headcount to Emerson College Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Houston Grand Opera, Inc. 403(b) Plan in TX (1,011 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041286950.

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.