Other · DOL Form 5500 · 2024
Phi D/B/a Presbyterian Senior Living Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 2,415
- Participants Above avg headcount
- 78th
- Percentile by assets National rank
- $13,213
- Avg per participant Low balance/head
Official DOL plan name: Presbyterian Senior Living 403(b) Plan · Sponsored by Phi D/B/a Presbyterian Senior Living · Pennsylvania · Healthcare & Social Assistance
$32M in assets, 2,415 participants
Phi D/B/a Presbyterian Senior Living's Presbyterian Senior Living 403(b) Plan reported $32M in total assets and 2,415 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,790 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Presbyterian Senior Living 403(b) Plan covers 2,415 participants in Pennsylvania, 2.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $32M.
- #13,790
- in Healthcare & Social Assistance (16,916 peers)
- +24.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Presbyterian Senior Living 403(b) Plan's outsized position by total assets
Presbyterian Senior Living 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,910,145 Top 22% higher than 78% 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 403(b) 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 403(b) Plan lands in the large band (2,415 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Presbyterian Senior Living 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Presbyterian Senior Living 403(b) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Presbyterian Senior Living 403(b) Plan reported participants rose from 1,985 in the plan year 2023 filing to 2,415 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231381404 · Phi D/B/a Presbyterian Senior Living PY 2024 · Other
Presbyterian Senior Living 403(b) Plan · $32M · 2,415 · 78th
- IND $32M
- EOY 2,415
- 5500 78th
- ASSETS Other
- PCT near Mclean School of Maryland Retirement Plan
- EIN ind #13790
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 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $6M |
| Employer EIN | 231381404 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phi D/B/a Presbyterian Senior Living)
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 |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Presbyterian Senior Living 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Mclean School of Maryland Retirement Plan in MD ($32M); by covered participants it is Tax-Deferred Annuity Plan for Scope Education Services in NY (2,423 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 (2,415 participants); asset peers above are excluded.
- Tax-Deferred Annuity Plan for Scope Education Services (NY) 2,423 · 8 off
- Easter Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement Plan (NC) 2,405 · 10 off
- Webster University Defined Contribution Retirement Plan (MO) 2,393 · 22 off
- Blue Ridge Healthcare System Retirement Savings Plan (NC) 2,392 · 23 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.