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Retirement plan

EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN

EMORY HEALTHCARE, INC.EIN 58-2137993Plan #002PY 2024
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550 PEACHTREE STREET, WW ORR BLDG. STE 719 - ATLANTA, GA 303082247404-686-6044emoryhealthcare.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
1 filing
#003Retirement-$260.9M assets
Prospect flagsLow participation

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
HILLARY BOLTON
Signed 10/13/2025
(404) 686-6044
How to read this page

Summary metrics

Total assets (EOY)
$2770.6M
-9.9% from 2016
Total participants
49,944
+28.6% from 2016
Average account balance
$81,084
-32.5% from 2016
Annual return
13.91%
-5.95 pp from 2016

Benchmarks

See 275 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort275 peers
Snapshot2024
Participant deferral / active EE
$3,653
median $4,708
Employer contribution / active EE
$2,456
median $2,014
Participation rate
55.6%
median 86.4%
Avg account balance
$81,084
median $64,875
Admin fee / account holder
$31
median $50
Annual return
13.91%
median 14.66%
Overall peer rank
47th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.77B
Average account balance
Total assets / participants with a balance (line 6g)
$81K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
34,169
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
55.6%
Contributions (total)
Employer and participant dollars contributed each year
$216.99M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.91%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$31
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 3 by compensation
ProviderService typeCompensation
STRATEGIC ADVISORS, INC.1 year
Service code 27 · EIN 04-2654524
Advisory (Plan)
$24,922
CBIZ BENEFITS AND INSURANCE SERVICE1 year
Service code 10 · EIN 31-1582098
Accounting
$19,653
FRAZIER & DEETER1 year
Service code 10 · EIN 58-1433845
Accounting
$15,000

Top hat statement on fileNQDC

Filed December 22, 2010 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2L2M2R
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
  • 2M
    Code section 403(b)(7) accounts
    Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II
Admin total
$1.1M
$30 / participant
  • Recordkeeping$769K72.6%
  • Investment mgmt$80K7.6%
  • Contract admin$175K16.5%
  • Other / not subdivided$35K3.3%
% of EOY assets
0.038%
all-in expense ratio
Categories reported
3 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
FRAZIER & DEETER, LLC
Auditor EIN
581433845
Audit fees
$34,653
Opinion code
Unqualified