Defined Benefit (Pension) · DOL Form 5500 · 2024

Emerson Health System, Inc. Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
202
Participants Below avg headcount
87th
Percentile by assets National rank
$342,155
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Emerson Hospital · Sponsored by Emerson Health System, Inc. · Massachusetts · Healthcare & Social Assistance

$69M in assets, 202 participants

Emerson Health System, Inc.'s Retirement Plan for Employees of Emerson Hospital reported $69M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,084 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Retirement Plan for Employees of Emerson Hospital covers 202 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $69M.

#15,084
in Healthcare & Social Assistance (16,916 peers)
-2.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Emerson Hospital's outsized position by total assets

Retirement Plan for Employees of Emerson Hospital vs every filed plan by assets

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

$69,115,270 Top 13% higher than 87% 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

Retirement Plan for Employees of Emerson Hospital 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. Retirement Plan for Employees of Emerson Hospital sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Emerson Hospital reported net income fell from $9M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Retirement Plan for Employees of Emerson Hospital reported participants fell from 242 in the plan year 2023 filing to 202 in the plan year 2024 filing.
  • Retirement Plan for Employees of Emerson Hospital end-of-year assets fell from $71M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042770977 · Emerson Health System, Inc. PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Emerson Hospital · $69M · 202 · 87th

  • 5500 $69M
  • ASSETS 202
  • PCT 87th
  • EIN Defined Benefit (Pension)
  • RANK near The Retirement Plan for Employees of Thomaston Savings Bank
  • PHOTO ind #15084

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 →

Retirement Plan for Employees of Emerson Hospital in the asset neighbourhood

Insulators Local 23 Pension PlanInsulators Local 23 Pension …$69MThe Retirement Plan for Employees of Thomaston Savings BankThe Retirement Plan for Empl…$69MRetirement Plan for Employees of Emerson HospitalRetirement Plan for Employee…$69MDallasnews Corporation Pension Plan IIDallasnews Corporation Pensi…$69MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$69M
End-of-year total assets ($M) among Retirement Plan for Employees of Emerson Hospital and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$69M
Net Income-$2M
Employer EIN042770977
Plan Effective Date1959-04-01
Filing StatusFILING 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
$200M$220M$240M$260M 202220232024 $206M $252M ▲ +22.5%
Year Plans Participants Total Assets
2022 3 1,834 $206M
2023 2 1,557 $238M
2024 2 2,817 $252M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Emerson Hospital vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Employees of Emerson Hospital, Total assets ($B): 0.06911527 · Participants: 202Retirement Plan for Employees of Emerson HospitalConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Retirement Plan for Employees of Emerson Hospital vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Retirement Plan for Employees of Emerson Hospital side-by-side with 3 peers →

Retirement Plan for Employees of Emerson Hospital's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is The Retirement Plan for Employees of Thomaston Savings Bank in CT ($69M); by covered participants it is Placid Refining Company Pension Plan in LA (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Retirement Plan for Employees of Emerson Hospital assets move in 2024? ▼
Retirement Plan for Employees of Emerson Hospital edged down modestly - down 2.9% during 2024, from $71M to $69M. Reported net income was -$2M.
How have Emerson Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerson Health System, Inc.'s sponsor-wide assets grew 22.5%, from $206M to $252M.
Where does Retirement Plan for Employees of Emerson Hospital rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Emerson Hospital ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Emerson Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan for Employees of Thomaston Savings Bank in CT ($69M, 157 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Emerson Hospital? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Placid Refining Company Pension Plan in LA (202 participants, $107M 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 042770977.

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.