Money Purchase · DOL Form 5500 · 2024

Presbyterian Homes and Services Money Purchase Plan

Data updated 2026-08-11

$92M
Total assets
4,866
Participants
90th
Percentile by assets
$18,810
Avg per participant
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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.

  • 90th percentile by assets (of 123,622 plans)
  • #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.

$92M
total plan assets (2024 EOY)
4,866
covered participants
90th
percentile by assets (of 123,622 plans)
$18,810
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Minnesota
Industry
Healthcare & Social Assistance

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Presbyterian Homes and Services Employees Retirement Savings and Investment Plan reports 4,866 participants - 4.3x that state average ($92M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$92M
Net Income$13M
Employer EIN410758756
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Presbyterian Homes and Services)

$140M$160M$180M$200M$220M 202220232024 $153M $213M ▲ +39.4%
Total plan assets by year, all Presbyterian Homes and Services plans on file
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.

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 02000400060008000 0100200300400500 Total assets ($M) Participants Presbyterian Homes a…Thrivent Capital Acc…St. Paul Electrical …Boilermakers Lodge 1…Central Iowa Carpent…Nmdp Employer Contri…
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan vs. nearby Money Purchase plans in Minnesota, assets vs. participants
Compare Presbyterian Homes and Services Employee… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Presbyterian Homes and Services Employees Retirement Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Presbyterian Homes and Services Employees Retirement Savings and Investment Plan assets move in 2024? ▼
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan grew sharply - up 16.6% during 2024, from $79M to $92M. Reported net income was $13M.
How have Presbyterian Homes and Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Presbyterian Homes and Services's sponsor-wide assets grew 39.4%, from $153M to $213M.
Where does Presbyterian Homes and Services Employees Retirement Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Presbyterian Homes and Services Employees Retirement Savings and Investment Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Presbyterian Homes and Services Employees Retirement Savings and Investment Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Local 804 Annuity Fund in NY ($91M, 5,428 participants).

Next read for Presbyterian Homes and Services Employee…

Filing takeaways

Ways to act on Presbyterian Homes and Services Employees Retirement Savings and Investment Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410758756.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.