401(k) · DOL Form 5500 · 2024

Emeritus Institute of Management, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
230
Participants Below avg headcount
59th
Percentile by assets National rank
$50,891
Avg per participant Low balance/head
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Official DOL plan name: Emeritus Institute of Management, Inc. Retirement Plan · Sponsored by Emeritus Institute of Management, Inc. · Massachusetts · Educational Services

$12M in assets, 230 participants

Emeritus Institute of Management, Inc.'s Emeritus Institute of Management, Inc. Retirement Plan reported $12M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,534 in Educational Services (3,638 peers)

Coverage in Massachusetts

Emeritus Institute of Management, Inc. Retirement Plan covers 230 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#1,534
in Educational Services (3,638 peers)
+40.7%
assets growth YoY

Emeritus Institute of Management, Inc. Retirement Plan's mid-pack asset rank among Educational Services and all filers

Emeritus Institute of Management, Inc. Retirement Plan vs every filed plan by assets

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

$11,704,866 Top 41% higher than 59% 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

Emeritus Institute of Management, Inc. Retirement 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. Emeritus Institute of Management, Inc. Retirement Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emeritus Institute of Management, Inc. Retirement Plan reported participants rose from 119 in the plan year 2023 filing to 230 in the plan year 2024 filing.
  • Emeritus Institute of Management, Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Emeritus Institute of Management, Inc. Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 831356339 · Emeritus Institute of Management, Inc. PY 2024 · 401(k)

Emeritus Institute of Management, Inc. Retirement Plan · $12M · 230 · 59th

  • IND $12M
  • EOY 230
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Texas Organ Sharing Alliance 401(k) Retirement Plan
  • EIN ind #1534

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 Educational Services retirement plans → · Plans in Massachusetts →

Emeritus Institute of Management, Inc. Retirement Plan in the asset neighbourhood

Ophthalmology Specialists of Texas, PLLC 401(k) PlanOphthalmology Specialists of…$12MThe Riester Corporation 401(k) Profit Sharing PlanThe Riester Corporation 401(…$12MEmeritus Institute of Management, Inc. Retirement PlanEmeritus Institute of Manage…$12MTexas Organ Sharing Alliance 401(k) Retirement PlanTexas Organ Sharing Alliance…$12MNest International, Inc. 401(k) PlanNest International, Inc. 401…$12M
End-of-year total assets ($M) among Emeritus Institute of Management, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN831356339
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emeritus Institute of Management, Inc.)

Sponsor-wide plan assets over time

All Emeritus Institute of Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.72555101506905% vs 2023
2024 filing year
$6M$8M$10M$12M$14M 20232024 $8.32M $11.7M ▲ +40.6%
Year Plans Participants Total Assets
2023 1 119 $8M
2024 1 230 $12M

Nearby 401(k) Plans in Massachusetts

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

Emeritus Institute of Management, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Emeritus Institute of Management, Inc. Retirement Plan, Total assets ($B): 0.011704866 · Participants: 230Emeritus Institute of Management, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Emeritus Institute of Management, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Emeritus Institute of Management, Inc. Retirement Plan side-by-side with 3 peers →

Emeritus Institute of Management, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Texas Organ Sharing Alliance 401(k) Retirement Plan in TX ($12M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Emeritus Institute of Management, Inc. Retirement Plan assets move in 2024? ▼
Emeritus Institute of Management, Inc. Retirement Plan surged - up 40.7% during 2024, from $8M to $12M. Reported net income was $3M.
How have Emeritus Institute of Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Emeritus Institute of Management, Inc.'s sponsor-wide assets grew 40.7%, from $8M to $12M.
Which 401(k) plans are similar in size to Emeritus Institute of Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas Organ Sharing Alliance 401(k) Retirement Plan in TX ($12M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Emeritus Institute of Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants, $39M 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 831356339.

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.