401(k) · DOL Form 5500 · 2023
Emergent Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $429M
- Total assets Above avg plan size
- 3,088
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $138,886
- Avg per participant Near avg balance/head
Official DOL plan name: Emerging Markets Employees' Savings Plan · Sponsored by Emergent Holdings, Inc. · Michigan · Finance & Insurance
$429M in assets, 3,088 participants
Emergent Holdings, Inc.'s Emerging Markets Employees' Savings Plan reported $429M in total assets and 3,088 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.
- #8,424 in Finance & Insurance (8,869 peers)
Coverage in Michigan
Emerging Markets Employees' Savings Plan covers 3,088 participants in Michigan, 4.8x the typical Michigan plan (state average ~638 per filing). Assets: $429M.
- #8,424
- in Finance & Insurance (8,869 peers)
- +15.8%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Emerging Markets Employees' Savings Plan's outsized position by total assets
Emerging Markets Employees' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$428,879,593 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Emerging Markets Employees' Savings 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. Emerging Markets Employees' Savings Plan lands in the large band (3,088 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Emerging Markets Employees' Savings Plan reported net income rose from -$57M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Emerging Markets Employees' Savings Plan end-of-year assets rose from $370M in the plan year 2022 filing to $429M in the plan year 2023 filing.
- Emerging Markets Employees' Savings Plan reported participants rose from 3,058 in the plan year 2022 filing to 3,088 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 813438452 · Emergent Holdings, Inc. PY 2023 · 401(k)
Emerging Markets Employees' Savings Plan · $429M · 3,088 · 97th
- EBSA $429M
- EBSA 3,088
- EBSA 97th
- EBSA 401(k)
- EBSA near Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan
- EBSA ind #8424
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 Finance & Insurance retirement plans → · Plans in Michigan →
Emerging Markets Employees' Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $370M |
|---|---|
| Net Assets (End of Year) | $429M |
| Net Income | $57M |
| Employer EIN | 813438452 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emergent Holdings, Inc.)
Sponsor-wide plan assets over time
All Emergent Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $592M 59.72283233519532% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,058 | $370M |
| 2023 | 1 | 3,088 | $429M |
| 2024 | 1 | 3,042 | $592M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Emerging Markets Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan in WI ($429M); by covered participants it is Thornton Employee Savings (401(k)) Plan in KY (3,087 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($429M here).
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan (WI) $429M · 1,896
- Arm, Inc. 401(k) Savings Plan (TX) $429M · 1,086
- Vitas Healthcare Corporation 401(k) Plan (FL) $429M · 9,216
- Dominion Energy Hourly Savings Plan (VA) $430M · 2,622
Similar participant headcount
Nearest other-state filings by covered participants (3,088 participants); asset peers above are excluded.
- Thornton Employee Savings (401(k)) Plan (KY) 3,087 · 1 off
- Vestas America Holding, Inc. 401(k) Plan (OR) 3,089 · 1 off
- Kratos Defense & Security Solutions, Inc. Employee (CA) 3,089 · 1 off
- Success Academy Charter Schools Retirement Plan (NY) 3,087 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.