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
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 EIN | 410758756 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Homes and Services)
| 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
- Thrivent Capital Accumulation Plan $372M · 1,890
- St. Paul Electrical Construction Workers Supplemental Pension Plan $254M · 3,075
- Boilermakers Lodge 154 Retirement Plan $147M · 7,067
- Central Iowa Carpenters Money Purchase Plan $116M · 1,984
- Be the Match/Nmdp Employer Contribution Plan $75M · 1,438
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:
- Presbyterian Homes and Services Tax Deferred Annuity Plan (Other, $122M, 7,805 participants)
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan (Money Purchase, $92M, 4,866 participants)
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? ▼
How have Presbyterian Homes and Services plan assets changed over time? ▼
Where does Presbyterian Homes and Services Employees Retirement Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Presbyterian Homes and Services Employees Retirement Savings and Investment Plan? ▼
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.
- By total assets, Presbyterian Homes and Services Employees Retirement Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Minnesota. Compare plans
- Presbyterian Homes and Services's sponsor-wide assets have grown 39.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans