Emory Healthcare pension plans

Emory Healthcare, Inc., Atlanta, GA. EIN 58-2137993. Annual reports 2009–2024.

Emory Healthcare, Inc. has 2 active retirement plans on file. The largest is the Emory Healthcare, Inc. Retirement Savings and Matching Plan, with 49,944 participants and $2.8 billion in assets in 2024.

Active plans: 2
Participants: 56,581
Plan assets: $3.0 billion
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Emory Healthcare, Inc. Retirement Savings and Matching Plan

403(b)Active

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

Plan number: 002Employer EIN 58-2137993
Participants (2024): 49,944
Net assets (2024): $2.8 billion
Last listed recordkeeper: VanguardEarlier: Fidelity (2014), Vanguard (2013), Fidelity (2009–2012)
Plan administrator: Emory Healthcare, Inc.
550 Peachtree Street, WW Orr BLDG. Ste 719
Atlanta, GA 30308
(404) 686-6044As filed for 2024
In effect since: January 1, 2003

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	49,944	$2.8 billion	not listed
2023	36,426	$2.4 billion	not listed
2022	33,851	$2.1 billion	not listed
2021	26,757	$2.4 billion	not listed
2020	37,236	$2.1 billion	not listed
2019	38,434	$1.8 billion	not listed
2018	45,510	$1.4 billion	not listed
2017	33,298	$1.4 billion	not listed
2016	36,395	$1.2 billion	Vanguard
2015	46,811	$1.1 billion	Vanguard
2014	36,256	$1.1 billion	Fidelity
2013	20,082	$954 million	Vanguard
2012	27,768	$792 million	Fidelity
2011	25,698	$663 million	Fidelity
2010	15,378	$644 million	not listed
2009	14,514	$576 million	Fidelity

Emory Healthcare, Inc. Retirement Plan

Pension (defined benefit), frozenActive

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

Plan number: 003Employer EIN 58-2137993
Participants (2024): 6,637
Net assets (2024): $261 million
Plan administrator: Emory Healthcare, Inc.
Suite 518, W.W. Orr BLDG, 550 Peachtree St.,ne
Atlanta, GA 30308
(404) 686-6039As filed for 2024
In effect since: December 31, 2022

Plans merged into this one: Emory Healthcare, Inc. Retirement Plan (2023).

Earlier plan names: Emory Healthcare, Inc. Retirement Plan 2.

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,637	$261 million	not listed
2023	6,704	$272 million	not listed
2022	6,772	$261 million	not listed

Emory Healthcare, Inc. Retirement Plan

Pension (defined benefit), frozenMerged

Merged. In 2023 its assets moved to the Emory Healthcare, Inc. Retirement Plan 2, sponsored by Emory Healthcare, Inc. (EIN 58-2137993, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 58-2137993
Participants (2022): 527
Net assets (2022): $2.1 million
Plan administrator: Emory Healthcare, Inc.
Suite 518, W.W. Orr BLDG, 550 Peachtree St.,ne
Atlanta, GA 30308
(404) 686-6039As filed for 2023
In effect since: January 1, 2003

Plans merged into this one: Dekalb Regional Health System, Inc. Retirement Plan (2019).

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	527	$2.1 million	not listed
2021	7,386	$366 million	not listed
2020	7,471	$341 million	not listed
2019	7,533	$297 million	not listed
2018	7,915	$231 million	not listed
2017	7,994	$256 million	not listed
2016	8,034	$209 million	not listed
2015	8,295	$195 million	not listed
2014	8,505	$202 million	not listed
2013	9,132	$196 million	not listed
2012	9,433	$176 million	not listed
2011	9,753	$157 million	not listed
2010	9,952	$158 million	not listed
2009	9,870	$111 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((404) 686-6044). 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.

All 3 plans

Emory Healthcare, Inc. Retirement Savings and Matching Plan

Emory Healthcare, Inc. Retirement Plan

Emory Healthcare, Inc. Retirement Plan

If you had money in one of these plans

What these numbers are

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