401(k) · DOL Form 5500 · 2024
S. Emerson Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 247
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $349,935
- Avg per participant High balance/head
Official DOL plan name: The Emerson Group Retirement Plan · Sponsored by S. Emerson Group, Inc. · Pennsylvania · Professional & Technical Services
$86M in assets, 247 participants
S. Emerson Group, Inc.'s The Emerson Group Retirement Plan reported $86M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,244 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
The Emerson Group Retirement Plan covers 247 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $86M.
- #18,244
- in Professional & Technical Services (20,173 peers)
- +24.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
The Emerson Group Retirement Plan's outsized position by total assets
The Emerson Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$86,433,979 Top 11% higher than 89% 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
The Emerson Group Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Emerson Group Retirement Plan sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Emerson Group Retirement Plan end-of-year assets rose from $70M in the plan year 2023 filing to $86M in the plan year 2024 filing.
- The Emerson Group Retirement Plan reported participants rose from 233 in the plan year 2023 filing to 247 in the plan year 2024 filing.
- The Emerson Group Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
DOL schedule card
Filing strip 232811186 · S. Emerson Group, Inc. PY 2024 · 401(k)
The Emerson Group Retirement Plan · $86M · 247 · 89th
- BOY $86M
- BOY 247
- BOY 89th
- BOY 401(k)
- BOY near Apple Health Care, Inc. 401(k) Security Express
- BOY ind #18244
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
The Emerson Group Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $17M |
| Employer EIN | 232811186 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S. Emerson Group, Inc.)
Sponsor-wide plan assets over time
All S. Emerson Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 64.59276695792069% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 202 | $53M |
| 2023 | 1 | 233 | $70M |
| 2024 | 1 | 247 | $86M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
The Emerson Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Apple Health Care, Inc. 401(k) Security Express in CT ($86M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Apple Health Care, Inc. 401(k) Security Express (CT) $86M · 2,752
- Pullman & Comley Retirement Plan (CT) $86M · 102
- Akrs Equipment Solutions Inc. 401(k) Plan (NE) $86M · 698
- US Farathane, LLC 401(k) Plan (MI) $86M · 3,658
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Propex 401(k) Savings Plan (TN) 247 · 0 off
- Hiway Credit Union 401(k) Plan and Trust (MN) 247 · 0 off
- Ek Health Services, Inc. 401(k) Profit Sharing Plan (CA) 247 · 0 off
- Solsbury Hill 401(k) Plan (CO) 247 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.