401(k) · DOL Form 5500 · 2022

The Presbyterian Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
804
Participants Near avg headcount
80th
Percentile by assets National rank
$30,551
Avg per participant Low balance/head
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Official DOL plan name: The Presbyterian Homes, Inc. 401(k) Retirement Plan · Sponsored by The Presbyterian Homes, Inc. · North Carolina · Healthcare & Social Assistance

$25M in assets, 804 participants

The Presbyterian Homes, Inc.'s The Presbyterian Homes, Inc. 401(k) Retirement Plan reported $25M in total assets and 804 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,697 in Healthcare & Social Assistance (20,060 peers)

Where The Presbyterian Homes, Inc. 401(k) Retirement Plan sits by assets

The Presbyterian Homes, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 804 participants (~$30,551/participant), up 16.9% in 2022.

#16,697
in Healthcare & Social Assistance (20,060 peers)
+16.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Presbyterian Homes, Inc. 401(k) Retirement Plan's outsized position by total assets

The Presbyterian Homes, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$24,562,739 Top 20% higher than 80% 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

The Presbyterian Homes, Inc. 401(k) Retirement 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. The Presbyterian Homes, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (804 participants).

Plan-year Form 5500 strip

Filing strip 560564344 · The Presbyterian Homes, Inc. PY 2022 · 401(k)

The Presbyterian Homes, Inc. 401(k) Retirement Plan · $25M · 804 · 80th

  • NET $25M
  • BOOK 804
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Amoco Federal Credit Union Capital Accumulation Plan
  • EBSA ind #16697

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 North Carolina →

The Presbyterian Homes, Inc. 401(k) Retirement Plan in the asset neighbourhood

The Presbyterian Homes, Inc. 401(k) Retirement PlanThe Presbyterian Homes, Inc.…$25MAmoco Federal Credit Union Capital Accumulation PlanAmoco Federal Credit Union C…$25MSmarthealth 401(k) Plan and TrustSmarthealth 401(k) Plan and …$25MDeltrol Corp. 401(k) Savings PlanDeltrol Corp. 401(k) Savings…$25MAircastle Advisor LLC 401(k) PlanAircastle Advisor LLC 401(k)…$25M
End-of-year total assets ($M) among The Presbyterian Homes, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN560564344
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Presbyterian Homes, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $24.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 804 $25M
2023 1 799 $32M
2024 1 898 N/A

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Presbyterian Homes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants The Presbyterian Homes, Inc. 401(k) Retirement Plan, Total assets ($B): 0.024562739 · Participants: 804The Presbyterian Homes, Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
The Presbyterian Homes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Presbyterian Homes, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

The Presbyterian Homes, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Amoco Federal Credit Union Capital Accumulation Plan in TX ($25M); by covered participants it is Mainscape, Inc. 401(k) Plan in IN (804 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (804 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 The Presbyterian Homes, Inc. 401(k) Retirement Plan assets move in 2022? ▼
The Presbyterian Homes, Inc. 401(k) Retirement Plan grew sharply - up 16.9% during 2022, from $21M to $25M. Reported net income was $4M.
Where does The Presbyterian Homes, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Presbyterian Homes, Inc. 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Presbyterian Homes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amoco Federal Credit Union Capital Accumulation Plan in TX ($25M, 254 participants).
Which 401(k) plans cover a similar participant headcount to The Presbyterian Homes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mainscape, Inc. 401(k) Plan in IN (804 participants, $4M 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 560564344.

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.