Other · DOL Form 5500 · 2024
Emerson Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $183M
- Total assets Near avg plan size
- 2,615
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $70,055
- Avg per participant Below avg balance/head
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.
- #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.
- #16,002
- in Healthcare & Social Assistance (16,916 peers)
- +10.0%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Emerson Health System Retirement Savings Plan's outsized position by total assets
Emerson Health System Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$183,192,849 Top 6% higher than 94% 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 Health System Retirement Savings 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. Emerson Health System Retirement Savings Plan lands in the large band (2,615 participants).
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.
Plan-year Form 5500 strip
Filing strip 042770977 · Emerson Health System, Inc. PY 2024 · Other
Emerson Health System Retirement Savings Plan · $183M · 2,615 · 94th
- VS-ST $183M
- VS-ST 2,615
- VS-ST 94th
- VS-ST Other
- VS-ST near The Hotchkiss School 403(b) Retirement Plan
- VS-ST ind #16002
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 Massachusetts →
Emerson Health System Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Emerson Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $252M 22.453600472579005% vs 2022
- 2024 filing year
| 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.
- 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
Emerson Health System Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Hotchkiss School 403(b) Retirement Plan in CT ($184M); by covered participants it is Hunterdon Healthcare 403(b) Retirement Savings Plan in NJ (2,624 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($183M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,615 participants); asset peers above are excluded.
- Hunterdon Healthcare 403(b) Retirement Savings Plan (NJ) 2,624 · 9 off
- New York Blood Center Retirement Plan (NY) 2,629 · 14 off
- Heritage Valley Health System 403(b) Plan (PA) 2,601 · 14 off
- Care Initiatives 403 (B) Group Retirement Plan (IA) 2,637 · 22 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.