Profit Sharing · DOL Form 5500 · 2024
Phi D/B/a Presbyterian Senior Living Profit Sharing Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 1,305
- Participants Near avg headcount
- 71st
- Percentile by assets National rank
- $15,552
- Avg per participant Low balance/head
Official DOL plan name: Presbyterian Senior Living Defined Contribution Retirement Plan · Sponsored by Phi D/B/a Presbyterian Senior Living · Pennsylvania · Healthcare & Social Assistance
$20M in assets, 1,305 participants
Phi D/B/a Presbyterian Senior Living's Presbyterian Senior Living Defined Contribution Retirement Plan reported $20M in total assets and 1,305 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,677 in Healthcare & Social Assistance (16,916 peers)
Phi D/B/a Presbyterian Senior Living multi-year trail
Phi D/B/a Presbyterian Senior Living's plans moved +21.5% in assets from 2022 to 2024; this filing shows Presbyterian Senior Living Defined Contribution Retirement Plan at $20M / 1,305 participants.
- #12,677
- in Healthcare & Social Assistance (16,916 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Presbyterian Senior Living Defined Contribution Retirement Plan's outsized position by total assets
Presbyterian Senior Living Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,295,361 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Presbyterian Senior Living Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Presbyterian Senior Living Defined Contribution Retirement Plan lands in the large band (1,305 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Presbyterian Senior Living Defined Contribution Retirement Plan reported net income fell from $154K in the plan year 2023 filing to -$169K in the plan year 2024 filing.
- Presbyterian Senior Living Defined Contribution Retirement Plan reported participants fell from 1,339 in the plan year 2023 filing to 1,305 in the plan year 2024 filing.
- Presbyterian Senior Living Defined Contribution Retirement Plan end-of-year assets fell from $20M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231381404 · Phi D/B/a Presbyterian Senior Living PY 2024 · Profit Sharing
Presbyterian Senior Living Defined Contribution Retirement Plan · $20M · 1,305 · 71st
- TYPE $20M
- TYPE 1,305
- TYPE 71st
- TYPE Profit Sharing
- TYPE near American Diabetes Association 401(a) Retirement Plan
- TYPE ind #12677
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 →
Presbyterian Senior Living Defined Contribution Retirement Plan in the asset neighbourhood
Phi D/B/a Presbyterian Senior Living multi-year asset trail
Sponsor-wide plan assets over time
All Phi D/B/a Presbyterian Senior Living plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 21.532393510556673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,376 | $43M |
| 2023 | 2 | 3,324 | $46M |
| 2024 | 2 | 3,720 | $52M |
Phi D/B/a Presbyterian Senior Living filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$169K |
| Employer EIN | 231381404 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Presbyterian Senior Living Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is American Diabetes Association 401(a) Retirement Plan in VA ($20M); by covered participants it is Servicesource, Inc. 401(a) Retirement Plan in VA (1,302 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,305 participants); asset peers above are excluded.
- Servicesource, Inc. 401(a) Retirement Plan (VA) 1,302 · 3 off
- Arcare Retirement Plan (AR) 1,309 · 4 off
- Kipp DC Retirement Plan (DC) 1,310 · 5 off
- Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan (NC) 1,314 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.