Defined Benefit (Pension) · DOL Form 5500 · 2024

Emory Healthcare, Inc. Pension Plan

Data updated 2026-08-25

$261M
Total assets Near avg plan size
3,235
Participants Above avg headcount
95th
Percentile by assets National rank
$80,641
Avg per participant Below avg balance/head
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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.

  • #16,183 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Emory Healthcare, Inc. Retirement Plan covers 3,235 participants in Georgia, 3.0x the typical Georgia plan (state average ~1,096 per filing). Assets: $261M.

#16,183
in Healthcare & Social Assistance (16,916 peers)
-3.9%
assets change YoY
2.6×
vs typical plan assets (national mean)

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.

Emory Healthcare, Inc. Retirement Plan's outsized position by total assets

Emory Healthcare, Inc. Retirement Plan vs every filed plan by assets

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

$260,873,604 Top 5% higher than 95% 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

Emory Healthcare, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emory Healthcare, Inc. Retirement Plan lands in the large band (3,235 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 582137993 · Emory Healthcare, Inc. PY 2024 · Defined Benefit (Pension)

Emory Healthcare, Inc. Retirement Plan · $261M · 3,235 · 95th

  • TYPE $261M
  • NET 3,235
  • BOOK 95th
  • VS-ST Defined Benefit (Pension)
  • BOY near Presbyterian Healthcare Services Employees' Pension Plan II
  • SCH ind #16183

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Emory Healthcare, Inc. Retirement Plan in the asset neighbourhood

The Retirement Income Plan for Employees of Ul LLCThe Retirement Income Plan f…$262MSpringleaf Financial Services Retirement PlanSpringleaf Financial Service…$262MEmory Healthcare, Inc. Retirement PlanEmory Healthcare, Inc. Retir…$261MPresbyterian Healthcare Services Employees' Pension Plan IIPresbyterian Healthcare Serv…$261MSolvay US Companies Pension PlanSolvay US Companies Pension …$260M
End-of-year total assets ($M) among Emory Healthcare, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$272M
Net Assets (End of Year)$261M
Net Income-$11M
Employer EIN582137993
Plan Effective Date2022-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Emory Healthcare, Inc.)

Sponsor-wide plan assets over time

All Emory Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.0B 16.972395140610622% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B 202220232024 $2.59B $3.03B ▲ +17.0%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Emory Healthcare, Inc. Retirement Plan, Total assets ($B): 0.260873604 · Participants: 3235Emory Healthcare, Inc. Retirement PlanUPS Retirement Plan, Total assets ($B): 21.2364871 · Participants: 43465UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 15.319238036 · Participants: 25843The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.219463258 · Participants: 69627UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.280234765 · Participants: 157587UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.253434311 · Participants: 15222Delta Retirement Plan
Emory Healthcare, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Emory Healthcare, Inc. Retirement Plan side-by-side with 3 peers →

Emory Healthcare, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Presbyterian Healthcare Services Employees' Pension Plan II in NM ($261M); by covered participants it is IBEW Local 1249 Pension Plan in NY (3,243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,235 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 Emory Healthcare, Inc. Retirement Plan assets move in 2024? ▼
Emory Healthcare, Inc. Retirement Plan edged down modestly - down 3.9% during 2024, from $272M to $261M. Reported net income was -$11M.
How have Emory Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emory Healthcare, Inc.'s sponsor-wide assets grew 17.0%, from $2.6B to $3.0B.
Where does Emory Healthcare, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Emory Healthcare, Inc. Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Emory Healthcare, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Presbyterian Healthcare Services Employees' Pension Plan II in NM ($261M, 713 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Emory Healthcare, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local 1249 Pension Plan in NY (3,243 participants, $665M 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 582137993.

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.