Other · DOL Form 5500 · 2023

Florida Presbyterian Homes, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
143
Participants Small participant base
39th
Percentile by assets National rank
$25,326
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan · Sponsored by Florida Presbyterian Homes, Inc. · Florida · Healthcare & Social Assistance

$4M in assets, 143 participants

Florida Presbyterian Homes, Inc.'s Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan reported $4M in total assets and 143 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.

  • #7,177 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan covers 143 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#7,177
in Healthcare & Social Assistance (17,684 peers)
+9.4%
assets growth YoY

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$3,621,560 39th percentile higher than 39% 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

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity 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. Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $310K in the plan year 2023 filing.
  • Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan reported participants fell from 147 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 590760207 · Florida Presbyterian Homes, Inc. PY 2023 · Other

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan · $4M · 143 · 39th

  • IND $4M
  • EOY 143
  • 5500 39th
  • ASSETS Other
  • PCT near Equinox, Inc. 403(b) Plan
  • EIN ind #7177

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 Florida →

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Fort Wayne Zoological Society Matching Retirement PlanFort Wayne Zoological Societ…$4MNortheast Treatment Centers 403(b) PlanNortheast Treatment Centers …$4MColorado Springs Independence Center 403b PlanColorado Springs Independenc…$4MFlorida Presbyterian Homes, Inc. Tax Sheltered Annuity PlanFlorida Presbyterian Homes, …$4MEquinox, Inc. 403(b) Plan$4M
End-of-year total assets ($M) among Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$310K
Employer EIN590760207
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Florida Presbyterian Homes, Inc.)

Sponsor-wide plan assets over time

All Florida Presbyterian Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 50.670370649958485% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $3.31M $1.63M ▼ -50.8%
Year Plans Participants Total Assets
2022 1 147 $3M
2023 1 143 $4M
2024 2 N/A $2M

Nearby Other Plans in Florida

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

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.00362156 · Participants: 143Florida Presbyterian Homes, Inc. Tax Sheltered Annuity PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Equinox, Inc. 403(b) Plan in NY ($4M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan grew at a solid clip - up 9.4% during 2023, from $3M to $4M. Reported net income was $310K.
How have Florida Presbyterian Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Florida Presbyterian Homes, Inc.'s sponsor-wide assets declined 50.7%, from $3M to $2M.
Which Other plans are similar in size to Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Equinox, Inc. 403(b) Plan in NY ($4M, 142 participants).
Which Other plans cover a similar participant headcount to Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (143 participants, $35M 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 590760207.

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.