Defined Benefit (Pension) · DOL Form 5500 · 2024
Emblemhealth Services Company, LLC Pension Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 93
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
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.
- #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.
- #7,368
- in Finance & Insurance (8,549 peers)
- -4.0%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
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.
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II's outsized position by total assets
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$110,665,264 Top 9% higher than 91% of 123,620 filed plans
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 Employees' Retirement Plan and Trust II 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 Employees' Retirement Plan and Trust II is a small filing (93 participants) on this national headcount ladder.
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.
Form 5500 schedule snapshot
Filing strip 261330097 · Emblemhealth Services Company, LLC PY 2024 · Defined Benefit (Pension)
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II · $111M · 93 · 91st
- IND $111M
- IND 93
- IND 91st
- IND Defined Benefit (Pension)
- IND near Arentfox Schiff Flexible Deferral Plan
- IND ind #7368
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 Employees' Retirement Plan and Trust II in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Emblemhealth Services Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $489M 20.10324432579158% vs 2022
- 2024 filing year
| 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.
- 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
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Arentfox Schiff Flexible Deferral Plan in DC ($111M); by covered participants it is Louis Dreyfus Pension Plan in CT (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (93 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.