Other · DOL Form 5500 · 2022

Presbyterian Homes and Services Retirement Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
7,303
Participants Very large workforce
92nd
Percentile by assets National rank
$11,852
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Presbyterian Homes and Services Tax Deferred Annuity Plan · Sponsored by Presbyterian Homes and Services · Minnesota · Healthcare & Social Assistance

$87M in assets, 7,303 participants

Presbyterian Homes and Services's Presbyterian Homes and Services Tax Deferred Annuity Plan reported $87M in total assets and 7,303 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,669 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Presbyterian Homes and Services Tax Deferred Annuity Plan covers 7,303 participants in Minnesota, 6.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $87M.

#18,669
in Healthcare & Social Assistance (20,060 peers)
-16.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Presbyterian Homes and Services Tax Deferred Annuity Plan's outsized position by total assets

Presbyterian Homes and Services Tax Deferred Annuity Plan vs every filed plan by assets

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

$86,553,875 Top 8% higher than 92% 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 Tax Deferred Annuity 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 Tax Deferred Annuity Plan lands in the large band (7,303 participants).

Form 5500 schedule snapshot

Filing strip 410758756 · Presbyterian Homes and Services PY 2022 · Other

Presbyterian Homes and Services Tax Deferred Annuity Plan · $87M · 7,303 · 92nd

  • PART $87M
  • TYPE 7,303
  • NET 92nd
  • BOOK Other
  • VS-ST near Earthjustice Retirement Annuity Plan
  • BOY ind #18669

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 Tax Deferred Annuity Plan in the asset neighbourhood

Tuality Healthcare Performance Retirement Plan - 403(b)Tuality Healthcare Performan…$87MCayuga Medical Center Retirement Savings PlanCayuga Medical Center Retire…$87MPresbyterian Homes and Services Tax Deferred Annuity PlanPresbyterian Homes and Servi…$87MEarthjustice Retirement Annuity PlanEarthjustice Retirement Annu…$87MEndicott College DC Retirement PlanEndicott College DC Retireme…$87M
End-of-year total assets ($M) among Presbyterian Homes and Services Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$87M
Net Income-$17M
Employer EIN410758756
Plan Effective Date1987-01-01
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 Other Plans in Minnesota

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

Presbyterian Homes and Services Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Presbyterian Homes and Services Tax Deferred Annuity Plan, Total assets ($B): 0.086553875 · Participants: 7303Presbyterian Homes and Services Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Presbyterian Homes and Services Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Presbyterian Homes and Services Tax Deferred Annuity Plan side-by-side with 3 peers →

Scale composition for Presbyterian Homes and Services Tax Deferred Annuity Plan

Presbyterian Homes and Services Tax Deferred Annuity Plan reports $87M in end-of-year assets across 7,303 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 $11,852 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$17M.

This plan identity (EIN 410758756, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $87M to $122M (+40.8%) while covered participants moved from 7,303 to 7,805 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,303 $87M This page
2023 7,557 $104M Open filing
2024 · index core 7,805 $122M Open filing

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

Presbyterian Homes and Services Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Earthjustice Retirement Annuity Plan in CA ($87M); by covered participants it is John Muir Health 403b Plan in CA (7,357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,303 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 Tax Deferred Annuity Plan assets move in 2022? ▼
Presbyterian Homes and Services Tax Deferred Annuity Plan declined sharply - down 16.2% during 2022, from $103M to $87M. Reported net income was -$17M.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Presbyterian Homes and Services Tax Deferred Annuity Plan ranks in the 92nd 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 Other plans are similar in size to Presbyterian Homes and Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Earthjustice Retirement Annuity Plan in CA ($87M, 499 participants).
Which Other plans cover a similar participant headcount to Presbyterian Homes and Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is John Muir Health 403b Plan in CA (7,357 participants, $1.1B 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.