Department of Labor filing

PRESBYTERIAN HEALTH PLAN, INC.

PRESBYTERIAN HEALTH PLAN 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jul 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,399

Reported employer contributions per active participant.

Higher than about 48% of comparable plans

#People in the filing

1,998

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$48 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 79% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions48th percentileTypical peer $3,548 · based on 226 comparable plans

Lower reported administrative expense79th percentileTypical peer $100 · based on 223 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PRESBYTERIAN HEALTH PLAN, INC. reported $6,792,166 in employer contributions across the plan and 1,998 active participants. That works out to $3,399 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 16.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 6.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $6,792,166
Participant contributions: $9,270,715
Other contributions: $1,302,092
Employer share of reported contributions: 42.3%
Beginning assets: $155,718,743
Ending assets: $177,904,035
Ending net assets: $177,904,035
Ending liabilities: $0
Total income: $39,453,686
Total expenses: $17,268,394
Administrative expenses: $138,136
Participant loans: $2,991,016

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,912

2023

$3,148

2024

$3,399

Plan-paid administrative expenses per participant

2022

$51

2023

$51

2024

$48

Active participants

2022

2,048

2023

2,044

2024

1,998

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,399	1,998	177.9M	20250715090513NAL0002651072001
2023	$3,148	2,044	155.7M	20240708082627NAL0018904464001
2022	$2,912	2,048	126M	20230719112257NAL0001226371001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 943037165-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1999
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FID INV INST OPS CO	2024	Not reported	unknown
METROPOLITAN LIFE INS CO	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250715090513NAL0002651072001

Data sourceDOL Form 5500 bulk data ↗

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