Defined Benefit (Pension) · DOL Form 5500 · 2024
Emblemhealth Services Company, LLC Pension Plan
Data updated 2026-08-11
- $111M
- Total assets
- 93
- Participants
- 91st
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II · Sponsored by Emblemhealth Services Company, LLC · New York · Finance & Insurance
$111M in assets, 93 participants
Emblemhealth Services Company, LLC's Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II reported $111M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 123,622 plans)
- #7,368 in Finance & Insurance (8,549 peers)
Where Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II sits by assets
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II sits in the top 10% of all filed plans by assets, $111M for 93 participants (~$1.2M/participant), down 4.0% in 2024.
- $111M
- total plan assets (2024 EOY)
- 93
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $1.2M
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II reported net income fell from $6M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II reported participants fell from 115 in the plan year 2023 filing to 93 in the plan year 2024 filing.
- Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II end-of-year assets fell from $115M in the plan year 2023 filing to $111M in the plan year 2024 filing.
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II vs the 2024 asset distribution
By assets, Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | -$4M |
| Employer EIN | 261330097 |
| Plan Effective Date | 2016-07-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emblemhealth Services Company, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,806 | $407M |
| 2023 | 4 | 1,850 | $460M |
| 2024 | 3 | 1,769 | $489M |
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 Employees' Retirement Plan and Trust II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II by total assets, not by location.
- Arentfox Schiff Flexible Deferral Plan (DC) $111M · 309
- Bsa-Ila Pension Plan (MA) $111M · 277
- Sunward Federal Credit Union Employees' Cash Balance Pension Plan (NM) $111M · 373
- Roofers Local No 20 Pension Plan (MO) $110M · 504
Frequently Asked Questions
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Ways to act on Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II's numbers.
- By total assets, Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Emblemhealth Services Company, LLC's sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Finance & Insurance plans