Emanate Health 401(k) and retirement plans

Emanate Health, Covina, CA. EIN 95-3885523. Annual reports 2009–2024. Also filed as Citrus Valley Health Partners.

Emanate Health has one active retirement plan on file, the Emanate Health Retirement Plan, with 5,129 participants and $418 million in assets in 2024. No traditional pension plan appears in Emanate Health's filings since 2009.

Active plans: 1
Participants: 5,129
Plan assets: $418 million
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Emanate Health Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 95-3885523
Participants (2024): 5,129
Net assets (2024): $418 million
Last listed recordkeeper: Prudential2009–2016
Plan administrator: Emanate Health
140 West College Street
Covina, CA 91722
(626) 858-8516As filed for 2024
In effect since: October 1, 2002

Earlier sponsor: Citrus Valley Health Partners (2009–2019).

Earlier plan names: Citrus Valley Health Partners Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,129	$418 million	not listed
2023	5,104	$382 million	not listed
2022	4,384	$337 million	not listed
2021	4,496	$375 million	not listed
2020	4,446	$333 million	not listed
2019	4,506	$310 million	not listed
2018	4,423	$256 million	not listed
2017	4,079	$257 million	not listed
2016	3,907	$222 million	Prudential
2015	3,423	$214 million	Prudential
2014	3,745	$209 million	Prudential
2013	3,560	$194 million	Prudential
2012	3,170	$163 million	Prudential
2011	2,398	$144 million	Prudential
2010	2,309	$136 million	Prudential
2009	2,232	$118 million	Prudential

Emanate Health Retirement Saving and Investment Plan

401(k)Closed

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 95-3885523
Participants (2020): 638
Net assets (2020): $29.4 million
Last listed recordkeeper: Prudential2009–2016
Plan administrator: Emanate Health
140 West College Street
Covina, CA 91722
(626) 858-8516As filed for 2021
In effect since: July 1, 1995

Earlier sponsor: Citrus Valley Health Partners (2009–2019).

Earlier plan names: Citrus Valley Health Partners Retirement Savings and Investment Plan 401A; Citrus Valley Health Partners Retirement Saving and Investment Plan.

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	638	$29.4 million	not listed
2019	653	$30.2 million	not listed
2018	688	$27.4 million	not listed
2017	725	$30.6 million	not listed
2016	780	$30.1 million	Prudential
2015	852	$32.8 million	Prudential
2014	913	$35.7 million	Prudential
2013	977	$36.2 million	Prudential
2012	1,019	$33.6 million	Prudential
2011	1,102	$33.4 million	Prudential
2010	1,169	$35.3 million	Prudential
2009	1,219	$33.9 million	Prudential

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((626) 858-8516). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Emanate Health Retirement Plan

Emanate Health Retirement Saving and Investment Plan

If you had money in one of these plans

What these numbers are

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