Profit Sharing · DOL Form 5500 · 2023
Phi D/B/a Presbyterian Senior Living Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 1,339
- Participants
- 73rd
- Percentile by assets
- $15,281
- Avg per participant
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.
- 73rd percentile by assets (of 127,072 plans)
- #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.
- $20M
- total plan assets (2023 EOY)
- 1,339
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $15,281
- avg assets per participant
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.
Phi D/B/a Presbyterian Senior Living across 3 plan years on file
Across the 3 plan years Phi D/B/a Presbyterian Senior Living has on file (2022-2024), sponsor-wide plan assets have moved from $43M to $52M, a gain of 21.5%, while reported participants moved from 3,376 to 3,720 (+10.2%). Peak year by sponsor assets: 2024 ($52M); trough: 2022 ($43M).
Phi D/B/a Presbyterian Senior Living multi-year asset trail
| 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.
Presbyterian Senior Living Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Presbyterian Senior Living Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Presbyterian Senior Living Defined Contribution Retirement Plan assets move in 2023? ▼
How have Phi D/B/a Presbyterian Senior Living plan assets changed over time? ▼
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Next read for Presbyterian Senior Living Defined Contr…
Multi-year trail
Ways to act on Presbyterian Senior Living Defined Contribution Retirement Plan's numbers.
- By total assets, Presbyterian Senior Living Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Phi D/B/a Presbyterian Senior Living's sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans