Other · DOL Form 5500 · 2024
Presbyterian Homes Retirement Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 1,223
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $56,829
- Avg per participant Low balance/head
Official DOL plan name: Retirement Savings 403(b) Plan for Employees of Presbyterian Homes · Sponsored by Presbyterian Homes · Illinois · Healthcare & Social Assistance
$70M in assets, 1,223 participants
Presbyterian Homes's Retirement Savings 403(b) Plan for Employees of Presbyterian Homes reported $70M in total assets and 1,223 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #15,095 in Healthcare & Social Assistance (16,916 peers)
Where Retirement Savings 403(b) Plan for Employees of Presbyterian Homes sits by assets
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes sits in the top quartile of all filed plans by assets, $70M for 1,223 participants (~$56,829/participant), up 13.3% in 2024.
- #15,095
- in Healthcare & Social Assistance (16,916 peers)
- +13.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes's outsized position by total assets
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$69,501,543 Top 13% higher than 87% 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
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes'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. Retirement Savings 403(b) Plan for Employees of Presbyterian Homes lands in the large band (1,223 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Savings 403(b) Plan for Employees of Presbyterian Homes end-of-year assets rose from $61M in the plan year 2023 filing to $70M in the plan year 2024 filing.
- Retirement Savings 403(b) Plan for Employees of Presbyterian Homes reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Retirement Savings 403(b) Plan for Employees of Presbyterian Homes reported participants rose from 1,151 in the plan year 2023 filing to 1,223 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 471545753 · Presbyterian Homes PY 2024 · Other
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes · $70M · 1,223 · 87th
- EIN $70M
- EIN 1,223
- EIN 87th
- EIN Other
- EIN near University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan
- EIN ind #15095
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 Illinois →
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $8M |
| Employer EIN | 471545753 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Homes)
Sponsor-wide plan assets over time
All Presbyterian Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 32.265117353188266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,036 | $53M |
| 2023 | 1 | 1,151 | $61M |
| 2024 | 1 | 1,223 | $70M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Retirement Savings 403(b) Plan for Employees of Presbyterian Homes's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan in MO ($69M); by covered participants it is Adelphi University Defined Contribution Retirement Plan in NY (1,225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,223 participants); asset peers above are excluded.
- Adelphi University Defined Contribution Retirement Plan (NY) 1,225 · 2 off
- Spurwink Services 403(b) Plan (ME) 1,227 · 4 off
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,228 · 5 off
- Intermountain Ironworkers' Tax Deferral Plan (UT) 1,229 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.