401(k) · DOL Form 5500 · 2024

Emerus Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
2,131
Participants Near avg headcount
88th
Percentile by assets National rank
$34,937
Avg per participant Low balance/head
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Official DOL plan name: Emerus Retirement Savings Plan · Sponsored by Emerus Holdings, Inc. · Texas · Healthcare & Social Assistance

$74M in assets, 2,131 participants

Emerus Holdings, Inc.'s Emerus Retirement Savings Plan reported $74M in total assets and 2,131 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,175 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Emerus Retirement Savings Plan covers 2,131 participants in Texas, 3.1x the typical Texas plan (state average ~688 per filing). Assets: $74M.

#15,175
in Healthcare & Social Assistance (16,916 peers)
+22.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Emerus Retirement Savings Plan's outsized position by total assets

Emerus Retirement Savings Plan vs every filed plan by assets

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

$74,450,776 Top 12% higher than 88% 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

Emerus Retirement Savings 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. Emerus Retirement Savings Plan lands in the large band (2,131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emerus Retirement Savings Plan end-of-year assets rose from $61M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Emerus Retirement Savings Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Emerus Retirement Savings Plan reported participants rose from 2,014 in the plan year 2023 filing to 2,131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 274317672 · Emerus Holdings, Inc. PY 2024 · 401(k)

Emerus Retirement Savings Plan · $74M · 2,131 · 88th

  • EIN $74M
  • RANK 2,131
  • PHOTO 88th
  • IND 401(k)
  • EOY near Alaska Heart Institute, LLC 401(k) Profit Sharing Plan
  • 5500 ind #15175

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 Texas →

Emerus Retirement Savings Plan in the asset neighbourhood

D & B Engineers and Architects, D.P.C. Employees Savings and Retirement PlanD & B Engineers and Architec…$74MDierbergs Markets, Inc. 401(k) PlanDierbergs Markets, Inc. 401(…$74MEmerus Retirement Savings PlanEmerus Retirement Savings Pl…$74MAlaska Heart Institute, LLC 401(k) Profit Sharing PlanAlaska Heart Institute, LLC …$74MWinpak Portion Packaging, Inc. 401(k) Thrift Savings PlanWinpak Portion Packaging, In…$74M
End-of-year total assets ($M) among Emerus Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$74M
Net Income$14M
Employer EIN274317672
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerus Holdings, Inc.)

Sponsor-wide plan assets over time

All Emerus Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 62.20718340913854% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.9M $74.5M ▲ +62.2%
Year Plans Participants Total Assets
2022 1 1,789 $46M
2023 1 2,014 $61M
2024 1 2,131 $74M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Emerus Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Emerus Retirement Savings Plan, Total assets ($B): 0.074450776 · Participants: 2131Emerus Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Emerus Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Emerus Retirement Savings Plan side-by-side with 3 peers →

Emerus Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Alaska Heart Institute, LLC 401(k) Profit Sharing Plan in AK ($74M); by covered participants it is Fusion Employer Services Retirement Savings Plan in NJ (2,130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,131 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 Emerus Retirement Savings Plan assets move in 2024? ▼
Emerus Retirement Savings Plan grew sharply - up 22.8% during 2024, from $61M to $74M. Reported net income was $14M.
How have Emerus Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerus Holdings, Inc.'s sponsor-wide assets grew 62.2%, from $46M to $74M.
Where does Emerus Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Emerus Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Emerus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alaska Heart Institute, LLC 401(k) Profit Sharing Plan in AK ($74M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Emerus Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fusion Employer Services Retirement Savings Plan in NJ (2,130 participants, N/A 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 274317672.

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.