401(k) · DOL Form 5500 · 2024

Engineered Medical Systems, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
357
Participants Below avg headcount
66th
Percentile by assets National rank
$45,262
Avg per participant Low balance/head
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Official DOL plan name: Engineered Medical Systems 401(k) Plan · Sponsored by Engineered Medical Systems, LLC · Tennessee · Manufacturing

$16M in assets, 357 participants

Engineered Medical Systems, LLC's Engineered Medical Systems 401(k) Plan reported $16M in total assets and 357 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #9,667 in Manufacturing (17,777 peers)

Coverage in Tennessee

Engineered Medical Systems 401(k) Plan covers 357 participants in Tennessee, about 32% of the average Tennessee filer (state average ~1,126 per filing). Assets: $16M.

#9,667
in Manufacturing (17,777 peers)
+22.2%
assets growth YoY

Engineered Medical Systems 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Engineered Medical Systems 401(k) Plan vs every filed plan by assets

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

$16,158,537 Top 34% higher than 66% 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

Engineered Medical Systems 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Engineered Medical Systems 401(k) Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Engineered Medical Systems 401(k) Plan reported participants rose from 202 in the plan year 2023 filing to 357 in the plan year 2024 filing.
  • Engineered Medical Systems 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421576428 · Engineered Medical Systems, LLC PY 2024 · 401(k)

Engineered Medical Systems 401(k) Plan · $16M · 357 · 66th

  • BOOK $16M
  • BOOK 357
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near Shufro, Rose & Co., 401(k) Plan
  • BOOK ind #9667

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 Manufacturing retirement plans → · Plans in Tennessee →

Engineered Medical Systems 401(k) Plan in the asset neighbourhood

Engineered Medical Systems 401(k) PlanEngineered Medical Systems 4…$16MShufro, Rose & Co., 401(k) PlanShufro, Rose & Co., 401(k) P…$16MWomen's Ob-Gyn, P.C. Retirement Plan and TrustWomen's Ob-Gyn, P.C. Retirem…$16MFiretron, Inc. 401(k) Plan$16MBabylist 401(k) Plan$16M
End-of-year total assets ($M) among Engineered Medical Systems 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN421576428
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engineered Medical Systems, LLC)

Sponsor-wide plan assets over time

All Engineered Medical Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 58.11646860688051% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.2M $16.2M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 187 $10M
2023 1 202 $13M
2024 1 357 $16M

Nearby 401(k) Plans in Tennessee

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

Engineered Medical Systems 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Engineered Medical Systems 401(k) Plan, Total assets ($B): 0.016158537 · Participants: 357Engineered Medical Systems 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Engineered Medical Systems 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Engineered Medical Systems 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Shufro, Rose & Co., 401(k) Plan in NY ($16M); by covered participants it is Cogency Global, Inc. 401(k) Plan in NY (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Engineered Medical Systems 401(k) Plan assets move in 2024?
Engineered Medical Systems 401(k) Plan grew sharply - up 22.2% during 2024, from $13M to $16M. Reported net income was $3M.
How have Engineered Medical Systems, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Engineered Medical Systems, LLC's sponsor-wide assets grew 58.1%, from $10M to $16M.
Which 401(k) plans are similar in size to Engineered Medical Systems 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Shufro, Rose & Co., 401(k) Plan in NY ($16M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Engineered Medical Systems 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cogency Global, Inc. 401(k) Plan in NY (357 participants, $40M in assets).