Other · DOL Form 5500 · 2024

Presbyterian Homes and Services Retirement Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
7,805
Participants Very large workforce
92nd
Percentile by assets National rank
$15,611
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Presbyterian Homes and Services Tax Deferred Annuity Plan · Sponsored by Presbyterian Homes and Services · Minnesota · Healthcare & Social Assistance

$122M in assets, 7,805 participants

Presbyterian Homes and Services's Presbyterian Homes and Services Tax Deferred Annuity Plan reported $122M in total assets and 7,805 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,705 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Presbyterian Homes and Services Tax Deferred Annuity Plan covers 7,805 participants in Minnesota, 6.9x the typical Minnesota plan (state average ~1,126 per filing). Assets: $122M.

#15,705
in Healthcare & Social Assistance (16,916 peers)
+17.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Presbyterian Homes and Services Tax Deferred Annuity Plan's outsized position by total assets

Presbyterian Homes and Services Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$121,840,109 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Tax Deferred Annuity 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 Tax Deferred Annuity Plan lands in the large band (7,805 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Presbyterian Homes and Services Tax Deferred Annuity Plan end-of-year assets rose from $104M in the plan year 2023 filing to $122M in the plan year 2024 filing.
  • Presbyterian Homes and Services Tax Deferred Annuity Plan reported net income rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Presbyterian Homes and Services Tax Deferred Annuity Plan reported participants rose from 7,557 in the plan year 2023 filing to 7,805 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410758756 · Presbyterian Homes and Services PY 2024 · Other

Presbyterian Homes and Services Tax Deferred Annuity Plan · $122M · 7,805 · 92nd

  • SCH $122M
  • SCH 7,805
  • SCH 92nd
  • SCH Other
  • SCH near Emmanuel College Defined Contribution Plan
  • SCH ind #15705

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 Tax Deferred Annuity Plan in the asset neighbourhood

Luminis Health Retirement Plan (Employer Contributions)Luminis Health Retirement Pl…$122MPresbyterian Homes and Services Tax Deferred Annuity PlanPresbyterian Homes and Servi…$122MEmmanuel College Defined Contribution PlanEmmanuel College Defined Con…$122MCayuga Health 403(b) Plan$121MMercy University Retirement PlanMercy University Retirement …$121M
End-of-year total assets ($M) among Presbyterian Homes and Services Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$122M
Net Income$18M
Employer EIN410758756
Plan Effective Date1987-01-01
Filing StatusFILING 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
$140M$160M$180M$200M$220M 202220232024 $153M $213M ▲ +39.4%
Year Plans Participants Total Assets
2022 2 14,601 $153M
2023 2 12,369 $182M
2024 2 12,671 $213M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Presbyterian Homes and Services Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Presbyterian Homes and Services Tax Deferred Annuity Plan, Total assets ($B): 0.121840109 · Participants: 7805Presbyterian Homes and Services Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
Presbyterian Homes and Services Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Presbyterian Homes and Services Tax Deferred Annuity Plan side-by-side with 3 peers →

Scale composition for Presbyterian Homes and Services Tax Deferred Annuity Plan

Presbyterian Homes and Services Tax Deferred Annuity Plan reports $122M in end-of-year assets across 7,805 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $15,611 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $18M.

This plan identity (EIN 410758756, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $87M to $122M (+40.8%) while covered participants moved from 7,303 to 7,805 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,303 $87M Open filing
2023 7,557 $104M Open filing
2024 · index core 7,805 $122M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Presbyterian Homes and Services Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Emmanuel College Defined Contribution Plan in MA ($122M); by covered participants it is Community Foundation of Northwest Indiana 403(b) Retirement Plan in IN (7,792 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,805 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Presbyterian Homes and Services Tax Deferred Annuity Plan assets move in 2024? ▼
Presbyterian Homes and Services Tax Deferred Annuity Plan grew sharply - up 17.4% during 2024, from $104M to $122M. Reported net income was $18M.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Presbyterian Homes and Services Tax Deferred Annuity Plan ranks in the 92nd 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 Other plans are similar in size to Presbyterian Homes and Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Emmanuel College Defined Contribution Plan in MA ($122M, 551 participants).
Which Other plans cover a similar participant headcount to Presbyterian Homes and Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Foundation of Northwest Indiana 403(b) Retirement Plan in IN (7,792 participants, $440M in assets).

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.