Other · DOL Form 5500 · 2024
Phi D/B/a Presbyterian Senior Living Retirement Plan
Data updated 2026-08-11
- $32M
- Total assets
- 2,415
- Participants
- 78th
- Percentile by assets
- $13,213
- Avg per participant
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.
- 78th percentile by assets (of 123,622 plans)
- #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.
- $32M
- total plan assets (2024 EOY)
- 2,415
- covered participants
- 78th
- percentile by assets (of 123,622 plans)
- $13,213
- avg assets per participant
Where Presbyterian Senior Living 403(b) Plan sits 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
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Presbyterian Senior Living 403(b) Plan reports 2,415 participants - 2.9x that state average ($32M EOY assets).
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)
| 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.
Presbyterian Senior Living 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Presbyterian Senior Living 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Presbyterian Senior Living 403(b) Plan assets move in 2024? ▼
How have Phi D/B/a Presbyterian Senior Living plan assets changed over time? ▼
Where does Presbyterian Senior Living 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Presbyterian Senior Living 403(b) Plan? ▼
Next read for Presbyterian Senior Living 403(b) Plan
Filing takeaways
Ways to act on Presbyterian Senior Living 403(b) Plan's numbers.
- By total assets, Presbyterian Senior Living 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Phi D/B/a Presbyterian Senior Living's sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans