Profit Sharing · DOL Form 5500 · 2022
Phi D/B/a Presbyterian Senior Living Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 1,419
- Participants
- 77th
- Percentile by assets
- $14,312
- Avg per participant
Official DOL plan name: Presbyterian Senior Living Defined Contribution Retirement Plan · Sponsored by Phi D/B/a Presbyterian Senior Living · Pennsylvania · Healthcare & Social Assistance
$20M in assets, 1,419 participants
Phi D/B/a Presbyterian Senior Living's Presbyterian Senior Living Defined Contribution Retirement Plan reported $20M in total assets and 1,419 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 139,126 plans)
- #16,262 in Healthcare & Social Assistance (20,060 peers)
Where Presbyterian Senior Living Defined Contribution Retirement Plan sits by assets
Presbyterian Senior Living Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 1,419 participants (~$14,312/participant), down 23.9% in 2022.
- $20M
- total plan assets (2022 EOY)
- 1,419
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $14,312
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Presbyterian Senior Living Defined Contribution Retirement Plan vs the 2022 asset distribution
By assets, Presbyterian Senior Living Defined Contribution Retirement Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$6M |
| Employer EIN | 231381404 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phi D/B/a Presbyterian Senior Living)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,376 | $43M |
| 2023 | 2 | 3,324 | $46M |
| 2024 | 2 | 3,720 | $52M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Presbyterian Senior Living Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Presbyterian Senior Living Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Presbyterian Senior Living Defined Contribution Retirement Plan assets move in 2022? ▼
How have Phi D/B/a Presbyterian Senior Living plan assets changed over time? ▼
Where does Presbyterian Senior Living Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Presbyterian Senior Living Defined Contribution Retirement Plan? ▼
Next read for Presbyterian Senior Living Defined Contr…
Scale reading
Ways to act on Presbyterian Senior Living Defined Contribution Retirement Plan's numbers.
- By total assets, Presbyterian Senior Living Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Phi D/B/a Presbyterian Senior Living's sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans