Other · DOL Form 5500 · 2024
Florida Presbyterian Homes, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 27th
- Percentile by assets National rank
Official DOL plan name: Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan · Sponsored by Florida Presbyterian Homes, Inc. · Florida · Healthcare & Social Assistance
$2M in assets, N/A participants
Florida Presbyterian Homes, Inc.'s Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,159 in Healthcare & Social Assistance (16,916 peers)
Florida Presbyterian Homes, Inc. multi-year trail
Florida Presbyterian Homes, Inc.'s plans moved -50.7% in assets from 2022 to 2024; this filing shows Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan at $2M / N/A participants.
- #4,159
- in Healthcare & Social Assistance (16,916 peers)
- -54.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan among the smaller filed plans by assets
Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,633,674 27th percentile higher than 27% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan reported net income fell from $310K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan reported participants fell from 143 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 590760207 · Florida Presbyterian Homes, Inc. PY 2024 · Other
Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan · $2M · N/A · 27th
- RANK $2M
- RANK N/A
- RANK 27th
- RANK Other
- RANK near Tax Deferred Annuity of Mental Health Providers of Western Queens, Inc.
- RANK ind #4159
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
Florida Presbyterian Homes, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $3M |
| 2023 | 1 | 143 | $4M |
| 2024 | 2 | N/A | $2M |
Florida Presbyterian Homes, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$2M |
| Employer EIN | 590760207 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Florida Presbyterian Homes, Inc. Tax Sheltered Annuity Plan's closest out-of-state Other peers by assets
Outside Florida, the nearest Other by end-of-year assets is Tax Deferred Annuity of Mental Health Providers of Western Queens, Inc. in NY at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.