Other · DOL Form 5500 · 2023

Presbyterian Homes and Services Retirement Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
7,557
Participants Very large workforce
91st
Percentile by assets National rank
$13,735
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Presbyterian Homes and Services Tax Deferred Annuity Plan · Sponsored by Presbyterian Homes and Services · Minnesota · Healthcare & Social Assistance

$104M in assets, 7,557 participants

Presbyterian Homes and Services's Presbyterian Homes and Services Tax Deferred Annuity Plan reported $104M in total assets and 7,557 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,370 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Presbyterian Homes and Services Tax Deferred Annuity Plan covers 7,557 participants in Minnesota, 6.7x the typical Minnesota plan (state average ~1,126 per filing). Assets: $104M.

#16,370
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Presbyterian Homes and Services Tax Deferred Annuity Plan's outsized position by total assets

Presbyterian Homes and Services Tax Deferred Annuity Plan vs every filed plan by assets

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

$103,797,675 Top 9% higher than 91% 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 Tax Deferred Annuity 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 Tax Deferred Annuity Plan lands in the large band (7,557 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Presbyterian Homes and Services Tax Deferred Annuity Plan reported net income rose from -$17M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Presbyterian Homes and Services Tax Deferred Annuity Plan end-of-year assets rose from $87M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Presbyterian Homes and Services Tax Deferred Annuity Plan reported participants rose from 7,303 in the plan year 2022 filing to 7,557 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410758756 · Presbyterian Homes and Services PY 2023 · Other

Presbyterian Homes and Services Tax Deferred Annuity Plan · $104M · 7,557 · 91st

  • BOY $104M
  • BOY 7,557
  • BOY 91st
  • BOY Other
  • BOY near Princeton Day School 403(b) Plan
  • BOY ind #16370

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 Tax Deferred Annuity Plan in the asset neighbourhood

Intermountain Ironworkers' Tax Deferral PlanIntermountain Ironworkers' T…$104MPresbyterian Homes and Services Tax Deferred Annuity PlanPresbyterian Homes and Servi…$104MPrinceton Day School 403(b) PlanPrinceton Day School 403(b) …$104MHays Medical Center Employee's Tax Deferred Annuity PlanHays Medical Center Employee…$104MThe Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral FellowsThe Johns Hopkins University…$104M
End-of-year total assets ($M) among Presbyterian Homes and Services Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$104M
Net Income$17M
Employer EIN410758756
Plan Effective Date1987-01-01
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 Other Plans in Minnesota

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

Presbyterian Homes and Services Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Presbyterian Homes and Services Tax Deferred Annuity Plan, Total assets ($B): 0.103797675 · Participants: 7557Presbyterian Homes and Services Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Presbyterian Homes and Services Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Presbyterian Homes and Services Tax Deferred Annuity Plan side-by-side with 3 peers →

Scale composition for Presbyterian Homes and Services Tax Deferred Annuity Plan

Presbyterian Homes and Services Tax Deferred Annuity Plan reports $104M in end-of-year assets across 7,557 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $13,735 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $17M.

This plan identity (EIN 410758756, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $87M to $122M (+40.8%) while covered participants moved from 7,303 to 7,805 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,303 $87M Open filing
2023 7,557 $104M This page
2024 · index core 7,805 $122M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Presbyterian Homes and Services Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Princeton Day School 403(b) Plan in NJ ($104M); by covered participants it is Community Foundation of Northwest Indiana 403(b) Retirement Plan in IN (7,567 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,557 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 Tax Deferred Annuity Plan assets move in 2023? ▼
Presbyterian Homes and Services Tax Deferred Annuity Plan grew sharply - up 19.9% during 2023, from $87M to $104M. Reported net income was $17M.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Presbyterian Homes and Services Tax Deferred Annuity Plan ranks in the 91st 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 Other plans are similar in size to Presbyterian Homes and Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Princeton Day School 403(b) Plan in NJ ($104M, 308 participants).
Which Other plans cover a similar participant headcount to Presbyterian Homes and Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Foundation of Northwest Indiana 403(b) Retirement Plan in IN (7,567 participants, $391M 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.