Other · DOL Form 5500 · 2022

Phi D/B/a Presbyterian Senior Living Retirement Plan

Data updated 2026-08-11

$23M
Total assets
1,957
Participants
79th
Percentile by assets
$11,573
Avg per participant
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Official DOL plan name: Presbyterian Senior Living 403(b) Plan · Sponsored by Phi D/B/a Presbyterian Senior Living · Pennsylvania · Healthcare & Social Assistance

$23M in assets, 1,957 participants

Phi D/B/a Presbyterian Senior Living's Presbyterian Senior Living 403(b) Plan reported $23M in total assets and 1,957 participants in its 2022 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 79th percentile by assets (of 139,126 plans)
  • #16,493 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Presbyterian Senior Living 403(b) Plan covers 1,957 participants in Pennsylvania, 2.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $23M.

$23M
total plan assets (2022 EOY)
1,957
covered participants
79th
percentile by assets (of 139,126 plans)
$11,573
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Presbyterian Senior Living 403(b) Plan sits by total assets

Presbyterian Senior Living 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$22,647,965 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Pennsylvania
Industry
Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Presbyterian Senior Living 403(b) Plan reports 1,957 participants - 2.4x that state average ($23M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$5M
Employer EIN231381404
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phi D/B/a Presbyterian Senior Living)

$40M$45M$50M$55M 202220232024 $43M $52.2M ▲ +21.5%
Total plan assets by year, all Phi D/B/a Presbyterian Senior Living plans on file
Year Plans Participants Total Assets
2022 2 3,376 $43M
2023 2 3,324 $46M
2024 2 3,720 $52M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Presbyterian Senior Living 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Presbyterian Senior …, Total assets ($B): 0.022647965 · Participants: 1957Presbyterian Senior …The University of Pe…, Total assets ($B): 5.530640141 · Participants: 13262The University of Pe…Upmc 403(b) Retireme…, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retireme…The University of Pe…, Total assets ($B): 2.490968748 · Participants: 39740The University of Pe…Carnegie Mellon Univ…, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon Univ…Jefferson Defined Co…, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Co…
Presbyterian Senior Living 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Presbyterian Senior Living 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Presbyterian Senior Living 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Presbyterian Senior Living 403(b) Plan assets move in 2022? ▼
Presbyterian Senior Living 403(b) Plan declined sharply - down 16.9% during 2022, from $27M to $23M. Reported net income was -$5M.
How have Phi D/B/a Presbyterian Senior Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phi D/B/a Presbyterian Senior Living's sponsor-wide assets grew 21.5%, from $43M to $52M.
Where does Presbyterian Senior Living 403(b) Plan rank by assets among Form 5500 filers? ▼
Presbyterian Senior Living 403(b) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Presbyterian Senior Living 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Clearbrook Pension Savings Plan in IL ($23M, 847 participants).

Next read for Presbyterian Senior Living 403(b) Plan

Filing takeaways

Ways to act on Presbyterian Senior Living 403(b) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231381404.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.