How big is Emerson Health System, Inc.'s plan?

Emerson Health System, Inc.'s plan reported $183.2M in assets and 2,515 participants for 2024.

Original filing (PDF)20251014141338NAL0001482403001

Emerson Health System, Inc.

Name: Emerson Health System, Inc. — Emerson Health System, Form 5500 (2024)
Creator: Emerson Health System, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Emerson Health System Retirement Savings Plan

403(b) retirement plan · Emerson Health System, Inc.'s Emerson Health System Retirement Savings Plan held $183.2M in plan assets for 2,515 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

100% in single holdingCorrective distributions issued

Active participants

2,515

Accounts w/ balance

2,339

Plan assets (EOY)

$183.2M

Net assets (EOY)

$183.2M

People on this filing

Georgiana Mihalek signed Emerson Health System, Inc.'s 2024 Form 5500 as plan administrator.

Georgiana Mihalek — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Emerson Health System, Inc.'s EIN is 04-2770977.

EIN 04-2770977

Plan number 006

Plan year 2024

ACK ID 20251014141338NAL0001482403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Emerson Health System, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Emerson Health System, Inc.'s plan includes 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMERSON HEALTH SYSTEM, INC..

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

EMERSON HEALTH SYSTEM, INC.

EIN

all filings

Address

133 OLD ROAD TO NINE ARCE CORNER · CONCORD, MA · 01742

Phone

(978) 287-3074

Industry

Health Care & Social Assistance

Plan administrator