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Original filing (PDF)20250715194537NAL0002602273001
EMC CORPORATION
Form 5500
FILING_RECEIVED
DATA GENERAL CORPORATION RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
256
Accounts w/ balance
—
Plan assets (EOY)
$447.1M
Net assets (EOY)
$446.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 232% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMC CORPORATION.
Plan sponsor
Name
EMC CORPORATION
EIN
04-2680009
Address
176 SOUTH STREET · HOPKINTON, MA · 017489103
Phone
(508) 435-1000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
STOWE AND DEGON, LLC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $894K | — |
| MERCER | 13-2834414 | — | NONE | $557K | — |
| NORTH PIER FIDUCIARY | 26-3521867 | — | NONE | $33K | — |
Investments
1 pooled fund· $87.5M(20% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $87.5M | 19.6% |
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