Profit Sharing · DOL Form 5500 · 2022

Phi D/B/a Presbyterian Senior Living Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,419
Participants Near avg headcount
77th
Percentile by assets National rank
$14,312
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,262
in Healthcare & Social Assistance (20,060 peers)
-23.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Presbyterian Senior Living Defined Contribution Retirement Plan vs every filed plan by assets

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

$20,308,077 Top 23% higher than 77% 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 Defined Contribution Retirement 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 Defined Contribution Retirement Plan lands in the large band (1,419 participants).

Form 5500 schedule snapshot

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

Presbyterian Senior Living Defined Contribution Retirement Plan · $20M · 1,419 · 77th

  • 5500 $20M
  • ASSETS 1,419
  • PCT 77th
  • EIN Profit Sharing
  • RANK near Construction Workers Local 147 Annuity Fund
  • PHOTO ind #16262

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 Defined Contribution Retirement Plan in the asset neighbourhood

Auto Investment, Inc. 401(k) PlanAuto Investment, Inc. 401(k)…$20MThe Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement PlanThe Conference Board, Inc. (…$20MPresbyterian Senior Living Defined Contribution Retirement PlanPresbyterian Senior Living D…$20MConstruction Workers Local 147 Annuity FundConstruction Workers Local 1…$20MConsidine & Considine 401(k) Profit Sharing Plan and TrustConsidine & Considine 401(k)…$20M
End-of-year total assets ($M) among Presbyterian Senior Living Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$20M
Net Income-$6M
Employer EIN231381404
Plan Effective Date1992-01-01
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 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 Scatter plot of 6 data points. 05000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Presbyterian Senior Living Defined Contribution Retirement Plan, Total assets ($B): 0.020308077 · Participants: 1419Presbyterian Senior Living Defined Contribution Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Presbyterian Senior Living Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Presbyterian Senior Living Defined Contribution Retirement Plan side-by-side with 3 peers →

Presbyterian Senior Living Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Construction Workers Local 147 Annuity Fund in NJ ($20M); by covered participants it is Local Union No. 41 IBEW Annuity Fund in NY (1,416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,419 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 Defined Contribution Retirement Plan assets move in 2022? ▼
Presbyterian Senior Living Defined Contribution Retirement Plan declined sharply - down 23.9% during 2022, from $27M to $20M. Reported net income was -$6M.
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 Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Presbyterian Senior Living Defined Contribution Retirement Plan ranks in the 77th 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 Profit Sharing plans are similar in size to Presbyterian Senior Living Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Construction Workers Local 147 Annuity Fund in NJ ($20M, 19 participants).
Which Profit Sharing plans cover a similar participant headcount to Presbyterian Senior Living Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Local Union No. 41 IBEW Annuity Fund in NY (1,416 participants, $98M 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.