Emerson Health System pension plans

Emerson Health System, Inc., Concord, MA. EIN 04-2770977. Annual reports 2009–2024. Also filed as Emerson Health System, Inc; Emerson Health Systems, Inc.; Emerson Health System; Emerson Health System Inc.

Emerson Health System, Inc. has 2 active retirement plans on file. The largest is the Emerson Health System Retirement Savings Plan, with 3,256 participants and $183 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 4,931
Plan assets: $252 million
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Emerson Health System Retirement Savings Plan

403(b)Active

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

Plan number: 006Employer EIN 04-2770977
Participants (2024): 3,256
Net assets (2024): $183 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Emerson Health System, Inc.
133 Old Road to Nine Arce Corner
Concord, MA 01742
(978) 287-3074As filed for 2024
In effect since: October 1, 2006

Plans merged into this one: Emerson Health System Voluntary Savings Plan (2022).

Earlier sponsor: Emerson Health Systems, Inc. (2014–2015).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,256	$183 million	Fidelity
2023	3,327	$167 million	Fidelity
2022	2,745	$144 million	Fidelity
2021	2,507	$165 million	Fidelity
2020	3,229	$140 million	Fidelity
2019	4,023	$119 million	Fidelity
2018	2,098	$91.8 million	Fidelity
2017	1,899	$94.5 million	Fidelity
2016	1,568	$78.0 million	Fidelity
2015	1,519	$69.6 million	Fidelity
2014	2,181	$66.3 million	Fidelity
2013	2,217	$60.5 million	Fidelity
2012	2,673	$48.2 million	Fidelity
2011	2,059	$39.8 million	Fidelity
2010	2,221	$37.9 million	Fidelity
2009	2,104	$28.4 million	Fidelity

Retirement Plan for Employees of Emerson Hospital

Pension (defined benefit), frozenActive

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

Plan number: 001Employer EIN 04-2770977
Participants (2024): 1,675
Net assets (2024): $68.9 million
Administered by: Schwab2016–2024
Plan administrator: Emerson Health System, Inc.
133 Old Road Nine Acre Corner
Concord, MA 01742
(978) 369-1400As filed for 2024
In effect since: April 1, 1959

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,675	$68.9 million	Schwab
2023	1,706	$71.1 million	Schwab
2022	1,727	$62.2 million	Schwab
2021	1,746	$59.6 million	Schwab
2020	1,768	$81.2 million	Schwab
2019	1,795	$73.2 million	Schwab
2018	1,812	$70.7 million	Schwab
2017	1,834	$67.6 million	Schwab
2016	1,857	$65.4 million	Schwab
2015	1,881	$60.8 million	not listed
2014	1,892	$55.1 million	not listed
2013	1,902	$61.0 million	not listed
2012	1,913	$55.5 million	not listed
2011	1,923	$56.4 million	not listed
2010	1,941	$49.2 million	not listed
2009	1,971	$50.3 million	not listed

Emerson Health System Voluntary Savings Plan

403(b)Merged

Merged. In 2022 its assets moved to the Emerson Health System Retirement Savings Plan, sponsored by Emerson Health System, Inc. (EIN 04-2770977, plan 006). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 04-2770977
Participants (2021): 21
Net assets (2021): $1.3 million
Last listed recordkeeper: Fidelity2009
Plan administrator: Emerson Health System, Inc.
133 Old Road to Nine Acre Corner
Concord, MA 01742
(978) 287-3074As filed for 2022
In effect since: October 1, 2006

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	21	$1.3 million	not listed
2020	5	$1.3 million	not listed
2019	7	$1.2 million	not listed
2018	28	$1.1 million	not listed
2017	31	$1.2 million	not listed
2016	36	$1.3 million	not listed
2015	36	$1.5 million	not listed
2014	38	$1.6 million	not listed
2013	53	$1.7 million	not listed
2012	53	$1.9 million	not listed
2011	66	$2.1 million	not listed
2010	72	$2.5 million	not listed
2009	104	$2.5 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Emerson Health System Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((978) 287-3074). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that 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.