Money Purchase · DOL Form 5500 · 2022

Presbyterian Homes and Services Money Purchase Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
7,298
Participants Very large workforce
90th
Percentile by assets National rank
$9,114
Avg per participant Low balance/head
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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.

  • #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.

#18,377
in Healthcare & Social Assistance (20,060 peers)
-17.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan's outsized position by total assets

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs every filed plan by assets

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

$66,515,920 Top 10% higher than 90% 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 Homes and Services Employees Retirement Savings and Investment 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 Homes and Services Employees Retirement Savings and Investment Plan lands in the large band (7,298 participants).

EBSA filing schedule strip

Filing strip 410758756 · Presbyterian Homes and Services PY 2022 · Money Purchase

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan · $67M · 7,298 · 90th

  • EIN $67M
  • EIN 7,298
  • EIN 90th
  • EIN Money Purchase
  • EIN near Insulators Local No. 37 Retirement Plan
  • EIN ind #18377

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 Minnesota →

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan in the asset neighbourhood

Electricians Local Union No. 606 Pension-Annuity FundElectricians Local Union No.…$67MInsulators Local No. 37 Retirement PlanInsulators Local No. 37 Reti…$67MPresbyterian Homes and Services Employees Retirement Savings and Investment PlanPresbyterian Homes and Servi…$67MAtc Individual Account Pension PlanAtc Individual Account Pensi…$66MPublic Health Management Corp. Employees' Money Purchase Pension PlanPublic Health Management Cor…$66M
End-of-year total assets ($M) among Presbyterian Homes and Services Employees Retirement Savings and Investment Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Presbyterian Homes and Services plans reported in each filing year

Latest sponsor-wide plan assets
$213M 39.39246341840335% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $153M $213M ▲ +39.4%
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 Scatter plot of 6 data points. 02000400060008000 0100200300400 Total assets ($M) Participants Presbyterian Homes and Services Employees Retirement Savings and Investment Plan, Total assets ($M): 66.51592 · Participants: 7298Presbyterian Homes and Services Employees Retirement Savings and Investment PlanThrivent Capital Accumulation Plan, Total assets ($M): 371.534419 · Participants: 1890Thrivent Capital Accumulation PlanSt. Paul Electrical Construction Workers Supplemental Pension Plan, Total assets ($M): 254.009274 · Participants: 3075St. Paul Electrical Construction Workers Supplemental Pension PlanBoilermakers Lodge 154 Retirement Plan, Total assets ($M): 146.984218 · Participants: 7067Boilermakers Lodge 154 Retirement PlanCentral Iowa Carpenters Money Purchase Plan, Total assets ($M): 116.217383 · Participants: 1984Central Iowa Carpenters Money Purchase PlanBe the Match/Nmdp Employer Contribution Plan, Total assets ($M): 74.59511 · Participants: 1438Be the Match/Nmdp Employer Contribution Plan
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants
Compare Presbyterian Homes and Services Employees Retirement Savings and Investment Plan side-by-side with 3 peers →

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 Employees Retirement Savings and Investment Plan's out-of-state Money Purchase peers by assets and headcount

Outside Minnesota, the nearest Money Purchase by assets is Insulators Local No. 37 Retirement Plan in TN ($67M); by covered participants it is Operating Engineers' Local 324, Defined Contribution Pension Plan in MI (7,312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,298 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 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).
Which Money Purchase plans cover a similar participant headcount to Presbyterian Homes and Services Employees Retirement Savings and Investment Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Operating Engineers' Local 324, Defined Contribution Pension Plan in MI (7,312 participants, $221M 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 410758756.

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.