401(k) · DOL Form 5500 · 2024
Emerson School 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $217,203
- Avg per participant Above avg balance/head
Official DOL plan name: Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Emerson School · Michigan · Educational Services
$19M in assets, 87 participants
Emerson School's Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan reported $19M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #1,903 in Educational Services (3,638 peers)
Emerson School multi-year trail
Emerson School's plans moved +34.4% in assets from 2022 to 2024; this filing shows Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan at $19M / 87 participants.
- #1,903
- in Educational Services (3,638 peers)
- +11.5%
- assets growth YoY
Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,896,686 Top 31% higher than 69% 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
Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 75 in the plan year 2023 filing to 87 in the plan year 2024 filing.
- Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237442766 · Emerson School PY 2024 · 401(k)
Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan · $19M · 87 · 69th
- PHOTO $19M
- IND 87
- EOY 69th
- 5500 401(k)
- ASSETS near Allied Universal Cbu 401(k) Plan
- PCT ind #1903
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 Michigan →
Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Emerson School multi-year asset trail
Sponsor-wide plan assets over time
All Emerson School plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 34.443519301328884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $14M |
| 2023 | 1 | 75 | $17M |
| 2024 | 1 | 87 | $19M |
Emerson School filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 237442766 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Emerson School Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Allied Universal Cbu 401(k) Plan in CA ($19M); by covered participants it is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Allied Universal Cbu 401(k) Plan (CA) $19M · 3,255
- Williams Steel Group 401(k) Plan (TX) $19M · 247
- Ramsey Industries 401(k) Savings Plan (OK) $19M · 235
- Stemcell Technologies, Inc. 401(k) Plan (WA) $19M · 219
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
- Vian Enterprises 401(k) Profit Sharing Plan & Trust (CA) 87 · 0 off
- Ordermygear 401(k) Plan (TX) 87 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 87 · 0 off
- Dynamic Air Inc. 401(k) Plan (MN) 87 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.