Retirement Plan for Employees of Emerson Hospital
Corporate pension, based in Concord, Massachusetts, reporting $69.1M in assets, for 1,706 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Retirement Plan for Employees of Emerson Hospital no longer reports Mercer Global Low Volatility Equity (last held $1M at 2024-09-30; absent from the 2025-09-30 filing).
24 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Mercer Passive Long Government Fixe3 commitments
- Mercer Opportunistic Fixed Income3 commitments
- Mercer US Small/mid Cap Equity Port3 commitments
- Mercer Investments LLC27 commitments
Relationship network
35 connected entities27 observed commitments10 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Common/collective trusts 94.2%
- Registered investment companies 0.9%
Consultants and advisers
- State Street Bank & Trust Company Custodianthrough Sep 30, 2025 Form 5500
- Mercer Investments LLC Actuarythrough Sep 30, 2023 Form 5500
- Mercer Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Mercer Investments LLC27 rows, latest Sep 30, 2025
- Mercer Investments LLCplan years
- Mercer Investments LLCplan years 2025
What changed
- Sep 30, 2025Holding endedinferenceRetirement Plan for Employees of Emerson Hospital no longer reports Mercer Global Low Volatility Equity (last held $1M at 2024-09-30; absent from the 2025-09-30 filing)with Mercer Global Low Volatility Equityaskebsa.dol.gov
- Oct 1, 2024Funded status changedRetirement Plan for Employees of Emerson Hospital funded ratio 76.0% -> 74.0% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedRetirement Plan for Employees of Emerson Hospital plan assets $60M -> $68M (+14.7%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding endedinferenceRetirement Plan for Employees of Emerson Hospital no longer reports Mercer Long Strips Fixed Income (last held $896,538 at 2023-09-30; absent from the 2024-09-30 filing)with Mercer Long Strips Fixed Incomeaskebsa.dol.gov
- Sep 30, 2024Assets changedRetirement Plan for Employees of Emerson Hospital total assets $62M -> $71M (+14.3%, 2023-09-30 to 2024-09-30)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Mercer Passive Long Government Fixecollective trust | Mercer Investments LLC | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Mercer Opportunistic Fixed Incomecollective trust | Mercer Investments LLC | Hedge / diversifiers | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Mercer US Small/mid Cap Equity Portcollective trust | Mercer Investments LLC | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov |
+24 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 1,706 | $68.4M | $83.2M | 74.0% | $69.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 1,727 | $59.6M | $85.7M | 76.0% | $71.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 1,746 | $58.2M | $85.6M | 74.8% | $62.3M | Not disclosed | Not disclosed | Not disclosed |
- Mercer codes 11 13 $453,162 PY2024
- Mercer Investments LLC codes 28 51 $244,125 PY2024
- State Street Bank and Trust Company codes 19 25 $62,500 PY2024
+38 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Retirement Plan for Employees of Emerson Hospital sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-09-30source on record
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
+2 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.