Money Purchase · DOL Form 5500 · 2022

Presbyterian Homes and Services Money Purchase Plan

Data updated 2026-08-11

$67M
Total assets
7,298
Participants
90th
Percentile by assets
$9,114
Avg per participant
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Official DOL plan name: Presbyterian Homes and Services Employees Retirement Savings and Investment Plan · Sponsored by Presbyterian Homes and Services · Minnesota · Healthcare & Social Assistance

$67M in assets, 7,298 participants

Presbyterian Homes and Services's Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reported $67M in total assets and 7,298 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #18,377 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan covers 7,298 participants in Minnesota, 6.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $67M.

$67M
total plan assets (2022 EOY)
7,298
covered participants
90th
percentile by assets (of 139,126 plans)
$9,114
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reports 7,298 participants - 6.5x that state average ($67M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$67M
Net Income-$14M
Employer EIN410758756
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Presbyterian Homes and Services)

$140M$160M$180M$200M$220M 202220232024 $153M $213M ▲ +39.4%
Total plan assets by year, all Presbyterian Homes and Services plans on file
Year Plans Participants Total Assets
2022 2 14,601 $153M
2023 2 12,369 $182M
2024 2 12,671 $213M

Nearby Money Purchase Plans in Minnesota

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

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 02000400060008000 0100200300400 Total assets ($M) Participants Presbyterian Homes a…Thrivent Capital Acc…St. Paul Electrical …Boilermakers Lodge 1…Central Iowa Carpent…Be the Match/Nmdp Em…
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants

Scale composition for Presbyterian Homes and Services Employees Retirement Savings and Investment Plan

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reports $67M in end-of-year assets across 7,298 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $9,114 per participant (7% of the national average assets-per-participant) . Net income for plan year 2022 was -$14M.

This plan identity (EIN 410758756, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $67M to $92M (+37.6%) while covered participants moved from 7,298 to 4,866 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,298 $67M This page
2023 4,812 $79M Open filing
2024 · index core 4,866 $92M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Presbyterian Homes and Services Employees Retirement Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Presbyterian Homes and Services Employees Retirement Savings and Investment Plan assets move in 2022?
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan declined sharply - down 17.4% during 2022, from $81M to $67M. Reported net income was -$14M.
How have Presbyterian Homes and Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Presbyterian Homes and Services's sponsor-wide assets grew 39.4%, from $153M to $213M.
Where does Presbyterian Homes and Services Employees Retirement Savings and Investment Plan rank by assets among Form 5500 filers?
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Presbyterian Homes and Services Employees Retirement Savings and Investment Plan?
Among Money Purchase plans in other states, the closest by assets is Insulators Local No. 37 Retirement Plan in TN ($67M, 1,067 participants).

Next read for Presbyterian Homes and Services Employee…

Filing takeaways

Ways to act on Presbyterian Homes and Services Employees Retirement Savings and Investment Plan's numbers.