Money Purchase · DOL Form 5500 · 2023

Presbyterian Homes and Services Money Purchase Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
4,812
Participants Above avg headcount
90th
Percentile by assets National rank
$16,316
Avg per participant Low balance/head
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Official DOL plan name: Presbyterian Homes and Services Employees Retirement Savings and Investment Plan · Sponsored by Presbyterian Homes and Services · Minnesota · Healthcare & Social Assistance

$79M in assets, 4,812 participants

Presbyterian Homes and Services's Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reported $79M in total assets and 4,812 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,096 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan covers 4,812 participants in Minnesota, 4.3x the typical Minnesota plan (state average ~1,126 per filing). Assets: $79M.

#16,096
in Healthcare & Social Assistance (17,684 peers)
+18.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan's outsized position by total assets

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs every filed plan by assets

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

$78,514,952 Top 10% higher than 90% 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 Homes and Services Employees Retirement Savings and Investment 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 Homes and Services Employees Retirement Savings and Investment Plan lands in the large band (4,812 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reported participants fell from 7,298 in the plan year 2022 filing to 4,812 in the plan year 2023 filing.
  • Presbyterian Homes and Services Employees Retirement Savings and Investment Plan end-of-year assets rose from $67M in the plan year 2022 filing to $79M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410758756 · Presbyterian Homes and Services PY 2023 · Money Purchase

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan · $79M · 4,812 · 90th

  • BOOK $79M
  • VS-ST 4,812
  • BOY 90th
  • SCH Money Purchase
  • EBSA near Plumbers Local Union No. 200 Supplemental Vested Annuity Fund
  • PART ind #16096

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 Minnesota →

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan in the asset neighbourhood

Mainegeneral Health Retirement Income PlanMainegeneral Health Retireme…$79MValmet, Inc. Pension Plan and TrustValmet, Inc. Pension Plan an…$79MSouthern Ct IBEW Annuity Plan$79MPresbyterian Homes and Services Employees Retirement Savings and Investment PlanPresbyterian Homes and Servi…$79MPlumbers Local Union No. 200 Supplemental Vested Annuity FundPlumbers Local Union No. 200…$78M
End-of-year total assets ($M) among Presbyterian Homes and Services Employees Retirement Savings and Investment Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$79M
Net Income$12M
Employer EIN410758756
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Presbyterian Homes and Services)

Sponsor-wide plan assets over time

All Presbyterian Homes and Services plans reported in each filing year

Latest sponsor-wide plan assets
$213M 39.39246341840335% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $153M $213M ▲ +39.4%
Year Plans Participants Total Assets
2022 2 14,601 $153M
2023 2 12,369 $182M
2024 2 12,671 $213M

Nearby Money Purchase Plans in Minnesota

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

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 02000400060008000 0100200300400500 Total assets ($M) Participants Presbyterian Homes and Services Employees Retirement Savings and Investment Plan, Total assets ($M): 78.514952 · Participants: 4812Presbyterian Homes and Services Employees Retirement Savings and Investment PlanThrivent Capital Accumulation Plan, Total assets ($M): 418.908952 · Participants: 1896Thrivent Capital Accumulation PlanSt. Paul Electrical Construction Workers Supplemental Pension Plan, Total assets ($M): 292.436249 · Participants: 3139St. Paul Electrical Construction Workers Supplemental Pension PlanBoilermakers Lodge 154 Retirement Plan, Total assets ($M): 157.391252 · Participants: 7060Boilermakers Lodge 154 Retirement PlanCentral Iowa Carpenters Money Purchase Plan, Total assets ($M): 124.918315 · Participants: 1134Central Iowa Carpenters Money Purchase PlanBe the Match/Nmdp Employer Contribution Plan, Total assets ($M): 102.109567 · Participants: 1587Be the Match/Nmdp Employer Contribution Plan
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants
Compare Presbyterian Homes and Services Employees Retirement Savings and Investment Plan side-by-side with 3 peers →

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan's out-of-state Money Purchase peers by assets and headcount

Outside Minnesota, the nearest Money Purchase by assets is Plumbers Local Union No. 200 Supplemental Vested Annuity Fund in NY ($78M); by covered participants it is The Cleveland Clinic Foundation Cash Balance Plan in OH (4,739 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,812 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 Homes and Services Employees Retirement Savings and Investment Plan assets move in 2023? ▼
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan grew sharply - up 18.0% during 2023, from $67M to $79M. Reported net income was $12M.
How have Presbyterian Homes and Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Presbyterian Homes and Services's sponsor-wide assets grew 39.4%, from $153M to $213M.
Where does Presbyterian Homes and Services Employees Retirement Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Presbyterian Homes and Services Employees Retirement Savings and Investment Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Plumbers Local Union No. 200 Supplemental Vested Annuity Fund in NY ($78M, 769 participants).
Which Money Purchase plans cover a similar participant headcount to Presbyterian Homes and Services Employees Retirement Savings and Investment Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Cleveland Clinic Foundation Cash Balance Plan in OH (4,739 participants, $1.4B 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 410758756.

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.