Money Purchase · DOL Form 5500 · 2024
Presbyterian Homes and Services Money Purchase Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 4,866
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $18,810
- Avg per participant Low balance/head
Official DOL plan name: Presbyterian Homes and Services Employees Retirement Savings and Investment Plan · Sponsored by Presbyterian Homes and Services · Minnesota · Healthcare & Social Assistance
$92M in assets, 4,866 participants
Presbyterian Homes and Services's Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reported $92M in total assets and 4,866 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,405 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan covers 4,866 participants in Minnesota, 4.3x the typical Minnesota plan (state average ~1,126 per filing). Assets: $92M.
- #15,405
- in Healthcare & Social Assistance (16,916 peers)
- +16.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan's outsized position by total assets
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$91,527,649 Top 10% higher than 90% 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 Homes and Services Employees Retirement Savings and Investment 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 Homes and Services Employees Retirement Savings and Investment Plan lands in the large band (4,866 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan end-of-year assets rose from $79M in the plan year 2023 filing to $92M in the plan year 2024 filing.
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reported participants rose from 4,812 in the plan year 2023 filing to 4,866 in the plan year 2024 filing.
DOL schedule card
Filing strip 410758756 · Presbyterian Homes and Services PY 2024 · Money Purchase
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan · $92M · 4,866 · 90th
- PART $92M
- PART 4,866
- PART 90th
- PART Money Purchase
- PART near Local 804 Annuity Fund
- PART ind #15405
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 Minnesota →
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | $13M |
| Employer EIN | 410758756 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Homes and Services)
Sponsor-wide plan assets over time
All Presbyterian Homes and Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $213M 39.39246341840335% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,601 | $153M |
| 2023 | 2 | 12,369 | $182M |
| 2024 | 2 | 12,671 | $213M |
Nearby Money Purchase Plans in Minnesota
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Thrivent Capital Accumulation Plan $461M · 1,816
- St. Paul Electrical Construction Workers Supplemental Pension Plan $308M · 2,787
- Boilermakers Lodge 154 Retirement Plan $157M · 6,951
- Central Iowa Carpenters Money Purchase Plan $132M · 811
- Nmdp Employer Contribution Plan $119M · 1,708
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan's out-of-state Money Purchase peers by assets and headcount
Outside Minnesota, the nearest Money Purchase by assets is Local 804 Annuity Fund in NY ($91M); by covered participants it is The Cleveland Clinic Foundation Cash Balance Plan in OH (4,957 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,866 participants); asset peers above are excluded.
- The Cleveland Clinic Foundation Cash Balance Plan (OH) 4,957 · 91 off
- Local No. 1 IBEW Pension Benefit Trust Fund (MO) 4,749 · 117 off
- Mainegeneral Health Retirement Income Plan (ME) 4,718 · 148 off
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) 4,689 · 177 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.