Other · DOL Form 5500 · 2023
Presbyterian Homes Retirement Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 1,151
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $53,289
- Avg per participant Low balance/head
Official DOL plan name: Retirement Savings 403(b) Plan for Employees of Presbyterian Homes · Sponsored by Presbyterian Homes · Illinois · Healthcare & Social Assistance
$61M in assets, 1,151 participants
Presbyterian Homes's Retirement Savings 403(b) Plan for Employees of Presbyterian Homes reported $61M in total assets and 1,151 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,803 in Healthcare & Social Assistance (17,684 peers)
Where Retirement Savings 403(b) Plan for Employees of Presbyterian Homes sits by assets
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes sits in the top quartile of all filed plans by assets, $61M for 1,151 participants (~$53,289/participant), up 16.7% in 2023.
- #15,803
- in Healthcare & Social Assistance (17,684 peers)
- +16.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes's outsized position by total assets
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$61,335,669 Top 13% higher than 87% 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
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes'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. Retirement Savings 403(b) Plan for Employees of Presbyterian Homes lands in the large band (1,151 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Savings 403(b) Plan for Employees of Presbyterian Homes reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Retirement Savings 403(b) Plan for Employees of Presbyterian Homes end-of-year assets rose from $53M in the plan year 2022 filing to $61M in the plan year 2023 filing.
- Retirement Savings 403(b) Plan for Employees of Presbyterian Homes reported participants rose from 1,036 in the plan year 2022 filing to 1,151 in the plan year 2023 filing.
DOL schedule card
Filing strip 471545753 · Presbyterian Homes PY 2023 · Other
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes · $61M · 1,151 · 87th
- NET $61M
- BOOK 1,151
- VS-ST 87th
- BOY Other
- SCH near Regis College DC Retirement Plan
- EBSA ind #15803
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 Illinois →
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $9M |
| Employer EIN | 471545753 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Homes)
Sponsor-wide plan assets over time
All Presbyterian Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 32.265117353188266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,036 | $53M |
| 2023 | 1 | 1,151 | $61M |
| 2024 | 1 | 1,223 | $70M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Regis College DC Retirement Plan in MA ($61M); by covered participants it is The Children's Home Society of Florida 403(b) Plan in FL (1,151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,151 participants); asset peers above are excluded.
- The Children's Home Society of Florida 403(b) Plan (FL) 1,151 · 0 off
- Wayne Memorial Defined Contribution 403(b) Plan (PA) 1,152 · 1 off
- Helen Ross Mcnabb Center, Inc., Retirement Plan (TN) 1,143 · 8 off
- The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees (NY) 1,141 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.