Civic Intelligence

EMERSON-SWAN TRUST D/B/A EMERSON - SWAN

Plan context: Emerson-Swan Retirement Plan

EIN 20-0688536 • 35 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

312

2024 Assets

$71,316,508

2024 Contributions

$2,770,541

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$71,316,508$35,658,254$0200420122018YearValue
$71,316,508Latest year 2018

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3391700200420142024YearValue
312Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241312$0$0-
Emerson Swan Health and Welfare Plan-312---
20231339$0$0-
Emerson Swan Health and Welfare Plan-339---
20221307$0$0-
Emerson Swan Health and Welfare Plan-307---
20211289$0$0-
Emerson Swan Health and Welfare Plan-289---
20201286$0$0-
Emerson Swan Health and Welfare Plan-286---
20191298$0$0-
Emerson Swan Health and Welfare Plan-298---
20182282$71,316,508$2,770,541$9,825iApproximate average salary by contribution assumption: employee only about $245,615 at 4% or $163,744 at 6%; with 50% employer match about $163,744 at 4% or $109,162 at 6%; with 100% employer match about $122,808 at 4% or $81,872 at 6%.
Emerson-Swan Retirement Plan-157$71,316,508$2,770,541$17,647iApproximate average salary by contribution assumption: employee only about $441,169 at 4% or $294,113 at 6%; with 50% employer match about $294,113 at 4% or $196,075 at 6%; with 100% employer match about $220,584 at 4% or $147,056 at 6%.
Emerson Swan Health and Welfare Plan-282---
20172260$58,878,457$2,908,865$11,188iApproximate average salary by contribution assumption: employee only about $279,699 at 4% or $186,466 at 6%; with 50% employer match about $186,466 at 4% or $124,310 at 6%; with 100% employer match about $139,849 at 4% or $93,233 at 6%.
Emerson-Swan Retirement Plan-158$58,878,457$2,908,865$18,411iApproximate average salary by contribution assumption: employee only about $460,263 at 4% or $306,842 at 6%; with 50% employer match about $306,842 at 4% or $204,562 at 6%; with 100% employer match about $230,132 at 4% or $153,421 at 6%.
Emerson Swan Health and Welfare Plan-260---
20162260$48,814,799$3,630,053$13,962iApproximate average salary by contribution assumption: employee only about $349,044 at 4% or $232,696 at 6%; with 50% employer match about $232,696 at 4% or $155,130 at 6%; with 100% employer match about $174,522 at 4% or $116,348 at 6%.
Emerson-Swan Retirement Plan-158$48,814,799$3,630,053$22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%.
Emerson Swan Health and Welfare Plan-260---
20152224$47,712,705$2,887,311$12,890iApproximate average salary by contribution assumption: employee only about $322,245 at 4% or $214,830 at 6%; with 50% employer match about $214,830 at 4% or $143,220 at 6%; with 100% employer match about $161,122 at 4% or $107,415 at 6%.
Emerson-Swan Retirement Plan-159$47,712,705$2,887,311$18,159iApproximate average salary by contribution assumption: employee only about $453,980 at 4% or $302,653 at 6%; with 50% employer match about $302,653 at 4% or $201,769 at 6%; with 100% employer match about $226,990 at 4% or $151,327 at 6%.
Emerson Swan Health and Welfare Plan-224---
20142229$47,234,349$2,187,723$9,553iApproximate average salary by contribution assumption: employee only about $238,834 at 4% or $159,223 at 6%; with 50% employer match about $159,223 at 4% or $106,149 at 6%; with 100% employer match about $119,417 at 4% or $79,611 at 6%.
Emerson-Swan Retirement Plan-157$47,234,349$2,187,723$13,935iApproximate average salary by contribution assumption: employee only about $348,364 at 4% or $232,242 at 6%; with 50% employer match about $232,242 at 4% or $154,828 at 6%; with 100% employer match about $174,182 at 4% or $116,121 at 6%.
Emerson Swan Health and Welfare Plan-229---
20132228$45,748,391$2,415,934$10,596iApproximate average salary by contribution assumption: employee only about $264,905 at 4% or $176,603 at 6%; with 50% employer match about $176,603 at 4% or $117,736 at 6%; with 100% employer match about $132,453 at 4% or $88,302 at 6%.
Emerson-Swan Retirement Plan-160$45,748,391$2,415,934$15,100iApproximate average salary by contribution assumption: employee only about $377,490 at 4% or $251,660 at 6%; with 50% employer match about $251,660 at 4% or $167,773 at 6%; with 100% employer match about $188,745 at 4% or $125,830 at 6%.
Emerson Swan Health and Welfare Plan-228---
20122226$39,061,331$2,513,981$11,124iApproximate average salary by contribution assumption: employee only about $278,095 at 4% or $185,397 at 6%; with 50% employer match about $185,397 at 4% or $123,598 at 6%; with 100% employer match about $139,048 at 4% or $92,698 at 6%.
Emerson-Swan Retirement Plan-162$39,061,331$2,513,981$15,518iApproximate average salary by contribution assumption: employee only about $387,960 at 4% or $258,640 at 6%; with 50% employer match about $258,640 at 4% or $172,427 at 6%; with 100% employer match about $193,980 at 4% or $129,320 at 6%.
Emerson Swan Health and Welfare Plan-226---
20112205$33,684,360$2,353,037$11,478iApproximate average salary by contribution assumption: employee only about $286,956 at 4% or $191,304 at 6%; with 50% employer match about $191,304 at 4% or $127,536 at 6%; with 100% employer match about $143,478 at 4% or $95,652 at 6%.
Emerson-Swan Retirement Plan-146$33,684,360$2,353,037$16,117iApproximate average salary by contribution assumption: employee only about $402,917 at 4% or $268,612 at 6%; with 50% employer match about $268,612 at 4% or $179,074 at 6%; with 100% employer match about $201,459 at 4% or $134,306 at 6%.
Emerson Swan Health and Welfare Plan-205---
20102210$37,481,167$2,335,812$11,123iApproximate average salary by contribution assumption: employee only about $278,073 at 4% or $185,382 at 6%; with 50% employer match about $185,382 at 4% or $123,588 at 6%; with 100% employer match about $139,036 at 4% or $92,691 at 6%.
Emerson-Swan Retirement Plan-146$37,481,167$2,335,812$15,999iApproximate average salary by contribution assumption: employee only about $399,968 at 4% or $266,645 at 6%; with 50% employer match about $266,645 at 4% or $177,763 at 6%; with 100% employer match about $199,984 at 4% or $133,323 at 6%.
Emerson Swan Health and Welfare Plan-210---
20092229$32,148,618$3,096,772$13,523iApproximate average salary by contribution assumption: employee only about $338,076 at 4% or $225,384 at 6%; with 50% employer match about $225,384 at 4% or $150,256 at 6%; with 100% employer match about $169,038 at 4% or $112,692 at 6%.
Emerson-Swan Retirement Plan-146$32,148,618$3,096,772$21,211iApproximate average salary by contribution assumption: employee only about $530,269 at 4% or $353,513 at 6%; with 50% employer match about $353,513 at 4% or $235,675 at 6%; with 100% employer match about $265,135 at 4% or $176,756 at 6%.
Emerson Swan Health and Welfare Plan-229---
20082233$24,703,102$2,797,116$12,005iApproximate average salary by contribution assumption: employee only about $300,120 at 4% or $200,080 at 6%; with 50% employer match about $200,080 at 4% or $133,387 at 6%; with 100% employer match about $150,060 at 4% or $100,040 at 6%.
Emerson-Swan Retirement Plan-226$24,703,102$2,797,116$12,377iApproximate average salary by contribution assumption: employee only about $309,415 at 4% or $206,277 at 6%; with 50% employer match about $206,277 at 4% or $137,518 at 6%; with 100% employer match about $154,708 at 4% or $103,138 at 6%.
Emerson Swan Health and Welfare Plan-233---
20072234$34,802,844$2,672,448$11,421iApproximate average salary by contribution assumption: employee only about $285,518 at 4% or $190,345 at 6%; with 50% employer match about $190,345 at 4% or $126,897 at 6%; with 100% employer match about $142,759 at 4% or $95,173 at 6%.
Emerson-Swan Retirement Plan-234$34,802,844$2,672,448$11,421iApproximate average salary by contribution assumption: employee only about $285,518 at 4% or $190,345 at 6%; with 50% employer match about $190,345 at 4% or $126,897 at 6%; with 100% employer match about $142,759 at 4% or $95,173 at 6%.
Emerson Swan Health and Welfare Plan-227---
20062225$0$0-
Emerson Swan Health and Welfare Plan-225---
Emerson-Swan Retirement Plan-205---
20052223$25,029,469$2,229,445$9,998iApproximate average salary by contribution assumption: employee only about $249,938 at 4% or $166,625 at 6%; with 50% employer match about $166,625 at 4% or $111,083 at 6%; with 100% employer match about $124,969 at 4% or $83,313 at 6%.
Emerson-Swan Retirement Plan-208$25,029,469$2,229,445$10,718iApproximate average salary by contribution assumption: employee only about $267,962 at 4% or $178,641 at 6%; with 50% employer match about $178,641 at 4% or $119,094 at 6%; with 100% employer match about $133,981 at 4% or $89,321 at 6%.
Emerson Swan Health and Welfare Plan-223---
20041215$22,023,794$1,557,644$7,245iApproximate average salary by contribution assumption: employee only about $181,121 at 4% or $120,748 at 6%; with 50% employer match about $120,748 at 4% or $80,498 at 6%; with 100% employer match about $90,561 at 4% or $60,374 at 6%.
Emerson-Swan Retirement Plan-215$22,023,794$1,557,644$7,245iApproximate average salary by contribution assumption: employee only about $181,121 at 4% or $120,748 at 6%; with 50% employer match about $120,748 at 4% or $80,498 at 6%; with 100% employer match about $90,561 at 4% or $60,374 at 6%.