Other · DOL Form 5500 · 2022

Phi D/B/a Presbyterian Senior Living Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,957
Participants Near avg headcount
79th
Percentile by assets National rank
$11,573
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,493
in Healthcare & Social Assistance (20,060 peers)
-16.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Presbyterian Senior Living 403(b) Plan's outsized position 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 $2,050,000,000 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

Presbyterian Senior Living 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Presbyterian Senior Living 403(b) Plan lands in the large band (1,957 participants).

EBSA filing schedule strip

Filing strip 231381404 · Phi D/B/a Presbyterian Senior Living PY 2022 · Other

Presbyterian Senior Living 403(b) Plan · $23M · 1,957 · 79th

  • EIN $23M
  • RANK 1,957
  • PHOTO 79th
  • IND Other
  • EOY near Clearbrook Pension Savings Plan
  • 5500 ind #16493

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Presbyterian Senior Living 403(b) Plan in the asset neighbourhood

Presbyterian Senior Living 403(b) PlanPresbyterian Senior Living 4…$23MClearbrook Pension Savings PlanClearbrook Pension Savings P…$23MGreenhills School Retirement PlanGreenhills School Retirement…$23MProject Hope Employees Retirement PlanProject Hope Employees Retir…$23MNewberry Library DC Retirement PlanNewberry Library DC Retireme…$23M
End-of-year total assets ($M) among Presbyterian Senior Living 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Phi D/B/a Presbyterian Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$52M 21.532393510556673% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43M $52.2M ▲ +21.5%
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 ($B) Participants Presbyterian Senior Living 403(b) Plan, Total assets ($B): 0.022647965 · Participants: 1957Presbyterian Senior Living 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
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 →

Presbyterian Senior Living 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Clearbrook Pension Savings Plan in IL ($23M); by covered participants it is Kingman Regional Medical Center Employee Retirement Plan in AZ (1,954 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,957 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Presbyterian Senior Living 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Kingman Regional Medical Center Employee Retirement Plan in AZ (1,954 participants, $91M in assets).

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.