401(k)
2023 plan-year 401(k) DOL Form 5500

Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Presbyterian Homes & Family Services, Inc. Dba Humankind · Virginia · Other Services

What the 2023 filing shows

Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan holds $6M for 133 participants — about $48,079 per participant, up 22.8% over the 2023 plan year.

$6M
total plan assets (2023 EOY)
133
covered participants
$48,079
avg assets per participant
+22.8%
assets growth YoY
Total Assets (2023)
$6M
Participants
133
State
Industry
Other Services

What the Filing Says About Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan

Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan is a 401(k) retirement plan sponsored by Presbyterian Homes & Family Services, Inc. Dba Humankind, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 133 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 540346118, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2023 to $6M at year-end — a gain of 22.8%. Net assets (after liabilities) closed the year at $6M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$1M
Plan Type401(k)
Employer EIN540346118
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Presbyterian Homes & Family Services, Inc. Dba Humankind)

Year Plans Participants Total Assets
2022 1 145 $5M
2023 1 133 $6M
2024 1 142 $7M

Nearby 401(k) Plans in Virginia

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Frequently Asked Questions

How much money is in the Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan?
As of the 2023 Form 5500 filing, Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan holds $6M in total assets with 133 participants. It is sponsored by Presbyterian Homes & Family Services, Inc. Dba Humankind.
What type of plan is Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan?
Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan is a 401(k) plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 540346118.
Who sponsors the Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan?
Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan is sponsored by Presbyterian Homes & Family Services, Inc. Dba Humankind, located in Virginia. The sponsor's EIN is 540346118 and the plan operates in the Other Services industry.
How did Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan perform in 2023?
Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan grew by 22.8% during 2023, moving from $5M to $6M in total assets. Net income was $1M.
Where can I find official filings for Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan?
Official Form 5500 filings for Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540346118 or plan name at efast.dol.gov.
How does Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan compare to other plans?
You can compare Presbyterian Homes & Family Services, Inc. Dba Humankind 403(b) Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 540346118.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.