Other · DOL Form 5500 · 2023

Phi D/B/a Presbyterian Senior Living Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,985
Participants Near avg headcount
77th
Percentile by assets National rank
$12,939
Avg per participant Low balance/head
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Official DOL plan name: Presbyterian Senior Living 403(b) Plan · Sponsored by Phi D/B/a Presbyterian Senior Living · Pennsylvania · Healthcare & Social Assistance

$26M in assets, 1,985 participants

Phi D/B/a Presbyterian Senior Living's Presbyterian Senior Living 403(b) Plan reported $26M in total assets and 1,985 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,231 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Presbyterian Senior Living 403(b) Plan covers 1,985 participants in Pennsylvania, 2.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $26M.

#14,231
in Healthcare & Social Assistance (17,684 peers)
+13.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Presbyterian Senior Living 403(b) Plan's outsized position by total assets

Presbyterian Senior Living 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,683,423 Top 23% higher than 77% of 127,068 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 2023

Presbyterian Senior Living 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Presbyterian Senior Living 403(b) Plan lands in the large band (1,985 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Presbyterian Senior Living 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Presbyterian Senior Living 403(b) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Presbyterian Senior Living 403(b) Plan reported participants rose from 1,957 in the plan year 2022 filing to 1,985 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231381404 · Phi D/B/a Presbyterian Senior Living PY 2023 · Other

Presbyterian Senior Living 403(b) Plan · $26M · 1,985 · 77th

  • TYPE $26M
  • NET 1,985
  • BOOK 77th
  • VS-ST Other
  • BOY near Icuf Multiple Employer Plan
  • SCH ind #14231

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 Pennsylvania →

Presbyterian Senior Living 403(b) Plan in the asset neighbourhood

Samaritan Healthcare & Hospice, Inc. 403(b) PlanSamaritan Healthcare & Hospi…$26MOrchard School Retirement PlanOrchard School Retirement Pl…$26MPresbyterian Senior Living 403(b) PlanPresbyterian Senior Living 4…$26MIcuf Multiple Employer Plan$26MLifegift Organ Donation Center Tax Sheltered Annuity PlanLifegift Organ Donation Cent…$26M
End-of-year total assets ($M) among Presbyterian Senior Living 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN231381404
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phi D/B/a Presbyterian Senior Living)

Sponsor-wide plan assets over time

All Phi D/B/a Presbyterian Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$52M 21.532393510556673% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43M $52.2M ▲ +21.5%
Year Plans Participants Total Assets
2022 2 3,376 $43M
2023 2 3,324 $46M
2024 2 3,720 $52M

Nearby Other Plans in Pennsylvania

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

Presbyterian Senior Living 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Presbyterian Senior Living 403(b) Plan, Total assets ($B): 0.025683423 · Participants: 1985Presbyterian Senior Living 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Presbyterian Senior Living 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Presbyterian Senior Living 403(b) Plan side-by-side with 3 peers →

Presbyterian Senior Living 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Icuf Multiple Employer Plan in FL ($26M); by covered participants it is District 1199seiu - the Johns Hopkins Hospital 403(b) Plan in MD (1,987 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,985 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Presbyterian Senior Living 403(b) Plan assets move in 2023? ▼
Presbyterian Senior Living 403(b) Plan grew at a solid clip - up 13.4% during 2023, from $23M to $26M. Reported net income was $3M.
How have Phi D/B/a Presbyterian Senior Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phi D/B/a Presbyterian Senior Living's sponsor-wide assets grew 21.5%, from $43M to $52M.
Where does Presbyterian Senior Living 403(b) Plan rank by assets among Form 5500 filers? ▼
Presbyterian Senior Living 403(b) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Presbyterian Senior Living 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Icuf Multiple Employer Plan in FL ($26M, 306 participants).
Which Other plans cover a similar participant headcount to Presbyterian Senior Living 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is District 1199seiu - the Johns Hopkins Hospital 403(b) Plan in MD (1,987 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231381404.

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.