Other · DOL Form 5500 · 2022

Florida Presbyterian Homes, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
147
Participants Small participant base
42nd
Percentile by assets National rank
$22,529
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan · Sponsored by Florida Presbyterian Homes, Inc. · Florida · Healthcare & Social Assistance

$3M in assets, 147 participants

Florida Presbyterian Homes, Inc.'s Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan reported $3M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,334 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan covers 147 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#9,334
in Healthcare & Social Assistance (20,060 peers)
-27.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$3,311,750 42nd percentile higher than 42% 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

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (147 participants).

DOL schedule card

Filing strip 590760207 · Florida Presbyterian Homes, Inc. PY 2022 · Other

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan · $3M · 147 · 42nd

  • TYPE $3M
  • NET 147
  • BOOK 42nd
  • VS-ST Other
  • BOY near 403b Thrift Plan of the Arc Northern Chesapeake Region, Inc.
  • SCH ind #9334

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 Florida →

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Dow Rummel Village 403(b) PlanDow Rummel Village 403(b) Pl…$3MFlorida Presbyterian Homes, Inc. Tax Sheltered Annuity PlanFlorida Presbyterian Homes, …$3M403b Thrift Plan of the Arc Northern Chesapeake Region, Inc.403b Thrift Plan of the Arc …$3MFriendship Place Retirement and Employee Savings PlanFriendship Place Retirement …$3MWestside School 403(b) DC PlanWestside School 403(b) DC Pl…$3M
End-of-year total assets ($M) among Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN590760207
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Florida Presbyterian Homes, Inc.)

Sponsor-wide plan assets over time

All Florida Presbyterian Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.670370649958485% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $3.31M $1.63M ▼ -50.8%
Year Plans Participants Total Assets
2022 1 147 $3M
2023 1 143 $4M
2024 2 N/A $2M

Nearby Other Plans in Florida

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

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.00331175 · Participants: 147Florida Presbyterian Homes, Inc. Tax Sheltered Annuity PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is 403b Thrift Plan of the Arc Northern Chesapeake Region, Inc. in MD ($3M); by covered participants it is North Carolina Wesleyan University Retirement Plan in NC (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan assets move in 2022? ▼
Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan declined sharply - down 27.3% during 2022, from $5M to $3M. Reported net income was -$1M.
How have Florida Presbyterian Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Florida Presbyterian Homes, Inc.'s sponsor-wide assets declined 50.7%, from $3M to $2M.
Which Other plans are similar in size to Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403b Thrift Plan of the Arc Northern Chesapeake Region, Inc. in MD ($3M, 249 participants).
Which Other plans cover a similar participant headcount to Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is North Carolina Wesleyan University Retirement Plan in NC (147 participants, $23M 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 590760207.

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.