401(k) · DOL Form 5500 · 2023

The Presbyterian Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
799
Participants Near avg headcount
80th
Percentile by assets National rank
$39,473
Avg per participant Low balance/head
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Official DOL plan name: The Presbyterian Homes, Inc. 401(k) Retirement Plan · Sponsored by The Presbyterian Homes, Inc. · North Carolina · Healthcare & Social Assistance

$32M in assets, 799 participants

The Presbyterian Homes, Inc.'s The Presbyterian Homes, Inc. 401(k) Retirement Plan reported $32M in total assets and 799 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,653 in Healthcare & Social Assistance (17,684 peers)

Where The Presbyterian Homes, Inc. 401(k) Retirement Plan sits by assets

The Presbyterian Homes, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 799 participants (~$39,473/participant), up 28.4% in 2023.

#14,653
in Healthcare & Social Assistance (17,684 peers)
+28.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Presbyterian Homes, Inc. 401(k) Retirement Plan's outsized position by total assets

The Presbyterian Homes, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$31,539,305 Top 20% higher than 80% 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

The Presbyterian Homes, Inc. 401(k) Retirement 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. The Presbyterian Homes, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (799 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Presbyterian Homes, Inc. 401(k) Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Presbyterian Homes, Inc. 401(k) Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560564344 · The Presbyterian Homes, Inc. PY 2023 · 401(k)

The Presbyterian Homes, Inc. 401(k) Retirement Plan · $32M · 799 · 80th

  • PHOTO $32M
  • PHOTO 799
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Venafi, Inc. 401(k) Plan
  • PHOTO ind #14653

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 North Carolina →

The Presbyterian Homes, Inc. 401(k) Retirement Plan in the asset neighbourhood

The Presbyterian Homes, Inc. 401(k) Retirement PlanThe Presbyterian Homes, Inc.…$32MVenafi, Inc. 401(k) Plan$32MTreehouse Foods, Inc. Union 401(k) PlanTreehouse Foods, Inc. Union …$32MDannis Woliver Kelley Profit Sharing PlanDannis Woliver Kelley Profit…$32MImpact Networking, LLC 401(k) Retirement Savings PlanImpact Networking, LLC 401(k…$32M
End-of-year total assets ($M) among The Presbyterian Homes, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$32M
Net Income$7M
Employer EIN560564344
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Presbyterian Homes, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $24.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 804 $25M
2023 1 799 $32M
2024 1 898 N/A

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Presbyterian Homes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Presbyterian Homes, Inc. 401(k) Retirement Plan, Total assets ($B): 0.031539305 · Participants: 799The Presbyterian Homes, Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
The Presbyterian Homes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Presbyterian Homes, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

The Presbyterian Homes, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Venafi, Inc. 401(k) Plan in UT ($32M); by covered participants it is Mbs Asset Management, LLC 401(k) Plan in CA (799 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (799 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 The Presbyterian Homes, Inc. 401(k) Retirement Plan assets move in 2023? ▼
The Presbyterian Homes, Inc. 401(k) Retirement Plan grew sharply - up 28.4% during 2023, from $25M to $32M. Reported net income was $7M.
Where does The Presbyterian Homes, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Presbyterian Homes, Inc. 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Presbyterian Homes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Venafi, Inc. 401(k) Plan in UT ($32M, 316 participants).
Which 401(k) plans cover a similar participant headcount to The Presbyterian Homes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mbs Asset Management, LLC 401(k) Plan in CA (799 participants, $47M 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 560564344.

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.