Defined Benefit (Pension) · DOL Form 5500 · 2023
Presbyterian Homes of Tennessee Inc Pension Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $65,657
- Avg per participant Below avg balance/head
Official DOL plan name: Retirement Plan for Ees of Pres Homes of Tn · Sponsored by Presbyterian Homes of Tennessee Inc · Tennessee · Healthcare & Social Assistance
$4M in assets, 58 participants
Presbyterian Homes of Tennessee Inc's Retirement Plan for Ees of Pres Homes of Tn reported $4M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,386 in Healthcare & Social Assistance (17,684 peers)
Presbyterian Homes of Tennessee Inc multi-year trail
Presbyterian Homes of Tennessee Inc's plans moved -64.9% in assets from 2022 to 2024; this filing shows Retirement Plan for Ees of Pres Homes of Tn at $4M / 58 participants.
- #7,386
- in Healthcare & Social Assistance (17,684 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $288K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Ees of Pres Homes of Tn's mid-pack asset rank among Healthcare & Social Assistance and all filers
Retirement Plan for Ees of Pres Homes of Tn vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,808,081 39th percentile higher than 39% 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 Plan for Ees of Pres Homes of Tn among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Ees of Pres Homes of Tn is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Ees of Pres Homes of Tn reported net income rose from -$5M in the plan year 2022 filing to -$288K in the plan year 2023 filing.
- Retirement Plan for Ees of Pres Homes of Tn reported participants fell from 73 in the plan year 2022 filing to 58 in the plan year 2023 filing.
- Retirement Plan for Ees of Pres Homes of Tn end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 620698709 · Presbyterian Homes of Tennessee Inc PY 2023 · Defined Benefit (Pension)
Retirement Plan for Ees of Pres Homes of Tn · $4M · 58 · 39th
- SCH $4M
- SCH 58
- SCH 39th
- SCH Defined Benefit (Pension)
- SCH near Barnesville Hospital Association, Inc. Retirement Plan
- SCH ind #7386
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 Tennessee →
Retirement Plan for Ees of Pres Homes of Tn in the asset neighbourhood
Presbyterian Homes of Tennessee Inc multi-year asset trail
Sponsor-wide plan assets over time
All Presbyterian Homes of Tennessee Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 64.85852725388816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 505 | $16M |
| 2023 | 2 | 476 | $16M |
| 2024 | 1 | 528 | $6M |
Presbyterian Homes of Tennessee Inc filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$288K |
| Employer EIN | 620698709 |
| Plan Effective Date | 1967-09-06 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Pension Plan for Employees at Ornl $2.5B · 5,801
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
Retirement Plan for Ees of Pres Homes of Tn's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Barnesville Hospital Association, Inc. Retirement Plan in OH ($4M); by covered participants it is Exchange Bank Retirement Plan in CA (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (58 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.