Profit Sharing · DOL Form 5500 · 2023
Phi D/B/a Presbyterian Senior Living Profit Sharing Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 1,339
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $15,281
- Avg per participant Low balance/head
Official DOL plan name: Presbyterian Senior Living Defined Contribution Retirement Plan · Sponsored by Phi D/B/a Presbyterian Senior Living · Pennsylvania · Healthcare & Social Assistance
$20M in assets, 1,339 participants
Phi D/B/a Presbyterian Senior Living's Presbyterian Senior Living Defined Contribution Retirement Plan reported $20M in total assets and 1,339 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,677 in Healthcare & Social Assistance (17,684 peers)
Phi D/B/a Presbyterian Senior Living multi-year trail
Phi D/B/a Presbyterian Senior Living's plans moved +21.5% in assets from 2022 to 2024; this filing shows Presbyterian Senior Living Defined Contribution Retirement Plan at $20M / 1,339 participants.
- #13,677
- in Healthcare & Social Assistance (17,684 peers)
- +0.8%
- assets growth YoY
Presbyterian Senior Living Defined Contribution Retirement Plan's outsized position by total assets
Presbyterian Senior Living Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,461,840 Top 27% higher than 73% of 127,068 filed plans
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 Defined Contribution Retirement 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 Defined Contribution Retirement Plan lands in the large band (1,339 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Presbyterian Senior Living Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $154K in the plan year 2023 filing.
- Presbyterian Senior Living Defined Contribution Retirement Plan reported participants fell from 1,419 in the plan year 2022 filing to 1,339 in the plan year 2023 filing.
- Presbyterian Senior Living Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231381404 · Phi D/B/a Presbyterian Senior Living PY 2023 · Profit Sharing
Presbyterian Senior Living Defined Contribution Retirement Plan · $20M · 1,339 · 73rd
- SCH $20M
- SCH 1,339
- SCH 73rd
- SCH Profit Sharing
- SCH near Lifestream 403(b) Plan
- SCH ind #13677
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 Defined Contribution Retirement Plan in the asset neighbourhood
Phi D/B/a Presbyterian Senior Living multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,376 | $43M |
| 2023 | 2 | 3,324 | $46M |
| 2024 | 2 | 3,720 | $52M |
Phi D/B/a Presbyterian Senior Living filing trail (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $154K |
| Employer EIN | 231381404 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Presbyterian Senior Living Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Lifestream 403(b) Plan in CA ($20M); by covered participants it is Building Laborers Local 310 Annuity Fund in OH (1,341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Lifestream 403(b) Plan (CA) $20M · 417
- I.a.T.S.E. Local No. 6 Profit Sharing Plan (MI) $20M · 681
- Mental Health Systems, Inc. Retirement Plan (CA) $20M · 994
- The Riverwoods Group 403(b) Plan (NH) $20M · 849
Similar participant headcount
Nearest other-state filings by covered participants (1,339 participants); asset peers above are excluded.
- Building Laborers Local 310 Annuity Fund (OH) 1,341 · 2 off
- Lifetime Assistance, Inc. Employee Retirement Plan (NY) 1,333 · 6 off
- I.U.O.E. Local 98 Annuity Fund (MA) 1,326 · 13 off
- Metro-Ila Individual Account Retirement Plan (NJ) 1,322 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.