Other · DOL Form 5500 · 2024
Presbyterian Homes and Services Retirement Plan
Data updated 2026-08-11
- $122M
- Total assets
- 7,805
- Participants
- 92nd
- Percentile by assets
- $15,611
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $122M
- total plan assets (2024 EOY)
- 7,805
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $15,611
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Presbyterian Homes and Services Tax Deferred Annuity Plan reports 7,805 participants - 6.9x that state average ($122M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $18M |
| Employer EIN | 410758756 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Homes and Services)
| 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
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
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 Employees Retirement Savings and Investment Plan (Money Purchase, $92M, 4,866 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Presbyterian Homes and Services Tax Deferred Annuity Plan by total assets, not by location.
- Emmanuel College Defined Contribution Plan (MA) $122M · 551
- Luminis Health Retirement Plan (Employer Contributions) (MD) $122M · 5,652
- Cayuga Health 403(b) Plan (NY) $121M · 354
- Mercy University Retirement Plan (NY) $121M · 847
Frequently Asked Questions
How did Presbyterian Homes and Services Tax Deferred Annuity Plan assets move in 2024? ▼
How have Presbyterian Homes and Services plan assets changed over time? ▼
Where does Presbyterian Homes and Services Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Presbyterian Homes and Services Tax Deferred Annuity Plan? ▼
Next read for Presbyterian Homes and Services Tax Defe…
Filing takeaways
Ways to act on Presbyterian Homes and Services Tax Deferred Annuity Plan's numbers.
- By total assets, Presbyterian Homes and Services Tax Deferred Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- Presbyterian Homes and Services's sponsor-wide assets have grown 39.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans