Presbyterian Homes and Services retirement plans

Presbyterian Homes and Services, Roseville, MN. EIN 41-0758756. Annual reports 2009–2024. Also filed as Presbyterian Homes & Services.

Presbyterian Homes and Services has 2 active retirement plans on file. The largest is the Presbyterian Homes and Services Tax Deferred Annuity Plan, with 8,914 participants and $122 million in assets in 2024. OneAmerica has been its recordkeeper since 2010. No traditional pension plan appears in Presbyterian Homes and Services's filings since 2009.

Active plans: 2
Participants: 14,681
Plan assets: $213 million
401(k) recordkeeper: OneAmerica
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Presbyterian Homes and Services Tax Deferred Annuity Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 41-0758756
Participants (2024): 8,914
Net assets (2024): $122 million
Recordkeeper: OneAmerica2010–2024
Plan administrator: Presbyterian Homes and Services
2845 Hamline Avenue North
Roseville, MN 55113
(651) 631-6182As filed for 2024
In effect since: January 1, 1987

Earlier plan names: Presbyterian Homes & Services Tax Deferred Annuity Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,914	$122 million	OneAmerica
2023	8,576	$104 million	OneAmerica
2022	8,343	$86.6 million	OneAmerica
2021	7,936	$103 million	OneAmerica
2020	8,292	$89.2 million	OneAmerica
2019	8,073	$75.8 million	OneAmerica
2018	7,502	$60.6 million	OneAmerica
2017	7,262	$62.2 million	OneAmerica
2016	6,994	$51.5 million	OneAmerica
2015	6,223	$46.4 million	OneAmerica
2014	6,408	$44.9 million	OneAmerica
2013	6,328	$40.3 million	OneAmerica
2012	6,467	$33.1 million	OneAmerica
2011	6,246	$27.9 million	OneAmerica
2010	5,761	$26.5 million	OneAmerica
2009	6,002	$22.1 million	not listed

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 41-0758756
Participants (2024): 5,767
Net assets (2024): $91.5 million
Recordkeeper: OneAmerica2010–2024
Plan administrator: Presbyterian Homes and Services
2845 Hamline Avenue North
Roseville, MN 55113
(651) 631-6182As filed for 2024
In effect since: October 1, 1984

Earlier plan names: Presbyterian Homes & Services Employees Retirement Savings and Investment Plan; Presbyterian Homes & Services Ees Retirement Savings & Investment Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,767	$91.5 million	OneAmerica
2023	5,467	$78.5 million	OneAmerica
2022	8,343	$66.5 million	OneAmerica
2021	7,823	$80.5 million	OneAmerica
2020	7,960	$69.7 million	OneAmerica
2019	7,629	$56.6 million	OneAmerica
2018	7,196	$45.0 million	OneAmerica
2016	6,946	$38.5 million	OneAmerica
2015	6,710	$35.0 million	OneAmerica
2014	6,414	$34.0 million	OneAmerica
2013	4,326	$30.4 million	OneAmerica
2012	4,001	$24.5 million	OneAmerica
2011	4,175	$20.4 million	OneAmerica
2010	3,894	$19.2 million	OneAmerica
2009	3,830	$15.7 million	not listed

If you had money in one of these plans

Call OneAmerica (oneamerica.com), which runs the Presbyterian Homes and Services Tax Deferred Annuity Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((651) 631-6182). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Presbyterian Homes and Services Tax Deferred Annuity Plan

Presbyterian Homes and Services Employees Retirement Savings and Investment Plan

If you had money in one of these plans

What these numbers are

Other health care employers in MN