Profit Sharing · DOL Form 5500 · 2023

Acts Retirement - Life Communities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
467
Participants Below avg headcount
52nd
Percentile by assets National rank
$16,070
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Peninsula United Methodist Homes, Inc. 401(k) Plan · Sponsored by Acts Retirement - Life Communities, Inc. · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 467 participants

Acts Retirement - Life Communities, Inc.'s Peninsula United Methodist Homes, Inc. 401(k) Plan reported $8M in total assets and 467 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,228 in Healthcare & Social Assistance (17,684 peers)

Acts Retirement - Life Communities, Inc. multi-year trail

Acts Retirement - Life Communities, Inc.'s plans moved +38.6% in assets from 2022 to 2024; this filing shows Peninsula United Methodist Homes, Inc. 401(k) Plan at $8M / 467 participants.

#10,228
in Healthcare & Social Assistance (17,684 peers)
-0.5%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peninsula United Methodist Homes, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Peninsula United Methodist Homes, Inc. 401(k) Plan vs every filed plan by assets

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

$7,504,527 Top 48% higher than 52% 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

Peninsula United Methodist Homes, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peninsula United Methodist Homes, Inc. 401(k) Plan sits mid-pack in the medium band (467 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peninsula United Methodist Homes, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$39K in the plan year 2023 filing.
  • Peninsula United Methodist Homes, Inc. 401(k) Plan reported participants fell from 528 in the plan year 2022 filing to 467 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231900132 · Acts Retirement - Life Communities, Inc. PY 2023 · Profit Sharing

Peninsula United Methodist Homes, Inc. 401(k) Plan · $8M · 467 · 52nd

  • EIN $8M
  • RANK 467
  • PHOTO 52nd
  • IND Profit Sharing
  • EOY near Environmental Mechanical Equipment Co., Inc. Profit Sharing Plan
  • 5500 ind #10228

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 Pennsylvania →

Peninsula United Methodist Homes, Inc. 401(k) Plan in the asset neighbourhood

South Central Family Health Center 403(b) PlanSouth Central Family Health …$8MPeninsula United Methodist Homes, Inc. 401(k) PlanPeninsula United Methodist H…$8MEnvironmental Mechanical Equipment Co., Inc. Profit Sharing PlanEnvironmental Mechanical Equ…$8MDaughters of Sarah Nursing Home Co., Inc. Tax Deferred Annuity PlanDaughters of Sarah Nursing H…$7MCommunity Hospital Association Inc. 403b PlanCommunity Hospital Associati…$7M
End-of-year total assets ($M) among Peninsula United Methodist Homes, Inc. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Acts Retirement - Life Communities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Acts Retirement - Life Communities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$235M 38.62107231886866% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $169M $235M ▲ +38.6%
Year Plans Participants Total Assets
2022 2 6,223 $169M
2023 2 5,770 $203M
2024 2 6,197 $235M

Acts Retirement - Life Communities, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$39K
Employer EIN231900132
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Peninsula United Methodist Homes, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Peninsula United Methodist Homes, Inc. 401(k) Plan, Total assets ($B): 0.007504527 · Participants: 467Peninsula United Methodist Homes, Inc. 401(k) PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Peninsula United Methodist Homes, Inc. 401(k) Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Peninsula United Methodist Homes, Inc. 401(k) Plan side-by-side with 3 peers →

Peninsula United Methodist Homes, Inc. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Environmental Mechanical Equipment Co., Inc. Profit Sharing Plan in AZ ($8M); by covered participants it is Saint Martin's University 403(b) Plan in WA (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (467 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 Peninsula United Methodist Homes, Inc. 401(k) Plan assets move in 2023? ▼
Peninsula United Methodist Homes, Inc. 401(k) Plan held essentially flat - down 0.5% during 2023, from $8M to $8M. Reported net income was -$39K.
How have Acts Retirement - Life Communities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acts Retirement - Life Communities, Inc.'s sponsor-wide assets grew 38.6%, from $169M to $235M.
Which Profit Sharing plans are similar in size to Peninsula United Methodist Homes, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Environmental Mechanical Equipment Co., Inc. Profit Sharing Plan in AZ ($8M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Peninsula United Methodist Homes, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Saint Martin's University 403(b) Plan in WA (468 participants, $32M 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 231900132.

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.