Other · DOL Form 5500 · 2023
Presbyterian Homes and Services Retirement Plan
Data updated 2026-08-11
- $104M
- Total assets
- 7,557
- Participants
- 91st
- Percentile by assets
- $13,735
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $104M
- total plan assets (2023 EOY)
- 7,557
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $13,735
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Presbyterian Homes and Services Tax Deferred Annuity Plan reports 7,557 participants - 6.7x that state average ($104M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | $17M |
| Employer EIN | 410758756 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Homes and Services)
| 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
- Mayo 403(b) Plan $11.2B · 84,098
- Centracare Health System 403(b) Plan $827M · 9,437
- Childrens Hospitals and Clinics Matched Savings Plan $820M · 5,331
- Carpenters & Joiners Defined Contribution Plan $719M · 21,043
- University of St. Thomas Retirement Plan $422M · 2,481
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 (Other, $122M, 7,805 participants)
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan (Money Purchase, $92M, 4,866 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Presbyterian Homes and Services Tax Deferred Annuity Plan by total assets, not by location.
- Princeton Day School 403(b) Plan (NJ) $104M · 308
- Hays Medical Center Employee's Tax Deferred Annuity Plan (KS) $104M · 1,503
- Intermountain Ironworkers' Tax Deferral Plan (UT) $104M · 1,356
- The Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral Fellows (MD) $104M · 2,637
Frequently Asked Questions
How did Presbyterian Homes and Services Tax Deferred Annuity Plan assets move in 2023? ▼
How have Presbyterian Homes and Services plan assets changed over time? ▼
Where does Presbyterian Homes and Services Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Presbyterian Homes and Services Tax Deferred Annuity Plan? ▼
Next read for Presbyterian Homes and Services Tax Defe…
Filing takeaways
Ways to act on Presbyterian Homes and Services Tax Deferred Annuity Plan's numbers.
- By total assets, Presbyterian Homes and Services Tax Deferred Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- Presbyterian Homes and Services's sponsor-wide assets have grown 39.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans