Defined Benefit (Pension) · DOL Form 5500 · 2024
Emory Healthcare, Inc. Pension Plan
Data updated 2026-07-24
- $261M
- Total assets
- 3,235
- Participants
- 95th
- Percentile by assets
- $80,641
- Avg per participant
Official DOL plan name: Emory Healthcare, Inc. Retirement Plan · Sponsored by Emory Healthcare, Inc. · Georgia · Healthcare & Social Assistance
$261M in assets, 3,235 participants
Emory Healthcare, Inc.'s Emory Healthcare, Inc. Retirement Plan reported $261M in total assets and 3,235 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 116,472 plans)
Coverage in Georgia
Emory Healthcare, Inc. Retirement Plan covers 3,235 participants in Georgia, 2.9x the typical Georgia plan (state average ~1,126 per filing). Assets: $261M.
- $261M
- total plan assets (2024 EOY)
- 3,235
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $80,641
- avg assets per participant
The plan reported a net loss of $11M 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
- Emory Healthcare, Inc. Retirement Plan reported net income fell from $11M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Emory Healthcare, Inc. Retirement Plan reported participants fell from 3,560 in the plan year 2023 filing to 3,235 in the plan year 2024 filing.
- Emory Healthcare, Inc. Retirement Plan end-of-year assets fell from $272M in the plan year 2023 filing to $261M in the plan year 2024 filing.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,126 participants across 3,470 plans. Emory Healthcare, Inc. Retirement Plan reports 3,235 participants - 2.9x that state average ($261M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $272M |
|---|---|
| Net Assets (End of Year) | $261M |
| Net Income | -$11M |
| Employer EIN | 582137993 |
| Plan Effective Date | 2022-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emory Healthcare, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 29,060 | $2.6B |
| 2023 | 3 | 24,842 | $2.7B |
| 2024 | 2 | 26,995 | $3.0B |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Emory Healthcare, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
- UPS Retirement Plan $21.2B · 43,465
- The Southern Company Pension Plan $15.3B · 25,843
- UPS/Ibt Full-Time Employee Pension Plan $12.2B · 69,627
- UPS Pension Plan $9.3B · 157,587
- Delta Retirement Plan $7.3B · 15,222
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Emory Healthcare, Inc. Retirement Plan by total assets, not by location.
- Presbyterian Healthcare Services Employees' Pension Plan II (NM) $261M · 713
- Springleaf Financial Services Retirement Plan (IN) $262M · 1,019
- The Retirement Income Plan for Employees of Ul LLC (IL) $262M · 739
- Solvay US Companies Pension Plan (NJ) $260M · 514
Frequently Asked Questions
How did Emory Healthcare, Inc. Retirement Plan assets move in 2024? ▼
How have Emory Healthcare, Inc. plan assets changed over time? ▼
Where does Emory Healthcare, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Emory Healthcare, Inc. Retirement Plan? ▼
Next read for Emory Healthcare, Inc. Retirement Plan
Filing takeaways
Ways to act on Emory Healthcare, Inc. Retirement Plan's numbers.
- By total assets, Emory Healthcare, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
- Emory Healthcare, Inc.'s sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 582137993.
Read our methodology - how this data is sourced, computed, and verified.