Defined Benefit (Pension) · DOL Form 5500 · 2024

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar Pension Plan

Data updated 2026-08-25

$882K
Total assets Small plan by assets
48
Participants Small participant base
22nd
Percentile by assets National rank
$18,382
Avg per participant Low balance/head
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Official DOL plan name: Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees · Sponsored by Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar · New York · Finance & Insurance

$882K in assets, 48 participants

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar's Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees reported $882K in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,068 in Finance & Insurance (8,549 peers)

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar multi-year trail

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar's plans moved +20.1% in assets from 2022 to 2024; this filing shows Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees at $882K / 48 participants.

#1,068
in Finance & Insurance (8,549 peers)
-19.8%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees among the smaller filed plans by assets

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees vs every filed plan by assets

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

$882,321 22nd percentile higher than 22% 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

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees reported net income fell from $3K in the plan year 2023 filing to -$163K in the plan year 2024 filing.
  • Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees reported participants fell from 73 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees end-of-year assets fell from $1M in the plan year 2023 filing to $882K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261330097 · Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar PY 2024 · Defined Benefit (Pension)

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees · $882K · 48 · 22nd

  • PHOTO $882K
  • IND 48
  • EOY 22nd
  • 5500 Defined Benefit (Pension)
  • ASSETS near University Club of Chicago Cash Balance Plan
  • PCT ind #1068

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 New York →

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees in the asset neighbourhood

University Club of Chicago Cash Balance PlanUniversity Club of Chicago C…$886KAg-Con Construction, Inc. Cash Balance PlanAg-Con Construction, Inc. Ca…$889KEmblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained EmployeesEmblemhealth Services Compan…$882KWestern Growers Pension Trust Plan aWestern Growers Pension Trus…$878KChristopher I. Zoumalan, M.D., Inc. Cash Balance PlanChristopher I. Zoumalan, M.D…$875K
End-of-year total assets ($M) among Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar multi-year asset trail

Sponsor-wide plan assets over time

All Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar plans reported in each filing year

Latest sponsor-wide plan assets
$489M 20.10324432579158% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $407M $489M ▲ +20.1%
Year Plans Participants Total Assets
2022 4 1,806 $407M
2023 4 1,850 $460M
2024 3 1,769 $489M

Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$818K
Net Income-$163K
Employer EIN261330097
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees, Total assets ($B): 0.000882321 · Participants: 48Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained EmployeesIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees side-by-side with 3 peers →

Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is University Club of Chicago Cash Balance Plan in IL ($886K); by covered participants it is The Retirement Plan for Employees of the Estate of Thomas O'connor in TX (48 participants). Same-state nearby plans are listed separately above.

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 Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees assets move in 2024? ▼
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees declined sharply - down 19.8% during 2024, from $1M to $882K. Reported net income was -$163K.
How have Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brd of Trustees, Emblemhealth Srvc Co. Cash Bal. Pln for Coll Bar's sponsor-wide assets grew 20.1%, from $407M to $489M.
Where does Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees rank by assets among Form 5500 filers? ▼
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is University Club of Chicago Cash Balance Plan in IL ($886K, 40 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Plan for Employees of the Estate of Thomas O'connor in TX (48 participants, $64M 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 261330097.

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.