Other · DOL Form 5500 · 2024
Emerson Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $183M
- Total assets
- 2,615
- Participants
- 94th
- Percentile by assets
- $70,055
- Avg per participant
Official DOL plan name: Emerson Health System Retirement Savings Plan · Sponsored by Emerson Health System, Inc. · Massachusetts · Healthcare & Social Assistance
$183M in assets, 2,615 participants
Emerson Health System, Inc.'s Emerson Health System Retirement Savings Plan reported $183M in total assets and 2,615 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #16,002 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Emerson Health System Retirement Savings Plan covers 2,615 participants in Massachusetts, 4.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $183M.
- $183M
- total plan assets (2024 EOY)
- 2,615
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $70,055
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Emerson Health System Retirement Savings Plan reported participants rose from 1,315 in the plan year 2023 filing to 2,615 in the plan year 2024 filing.
- Emerson Health System Retirement Savings Plan reported net income fell from $23M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Emerson Health System Retirement Savings Plan end-of-year assets rose from $167M in the plan year 2023 filing to $183M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Emerson Health System Retirement Savings Plan reports 2,615 participants - 4.0x that state average ($183M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $183M |
| Net Income | $17M |
| Employer EIN | 042770977 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emerson Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,834 | $206M |
| 2023 | 2 | 1,557 | $238M |
| 2024 | 2 | 2,817 | $252M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Emerson Health System Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Similar-Sized Other Plans Nationally
Other plans in other states closest to Emerson Health System Retirement Savings Plan by total assets, not by location.
- The Hotchkiss School 403(b) Retirement Plan (CT) $184M · 380
- York College of Pennsylvania Defined Contribution Retirement Plan (PA) $184M · 569
- Antioch University Defined Contribution and Tax Deferred Annuity Plan for Administrative Associate , Administrative and Faculty Employees (OH) $182M · 506
- Center for Creative Leadership Retirement Savings Plan (NC) $185M · 560
Frequently Asked Questions
How did Emerson Health System Retirement Savings Plan assets move in 2024? ▼
How have Emerson Health System, Inc. plan assets changed over time? ▼
Where does Emerson Health System Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Emerson Health System Retirement Savings Plan? ▼
Next read for Emerson Health System Retirement Savings…
Filing takeaways
Ways to act on Emerson Health System Retirement Savings Plan's numbers.
- By total assets, Emerson Health System Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Emerson Health System, Inc.'s sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans