401(k) · DOL Form 5500 · 2022
Presbyterian Health Plan, Inc. 401(k) Plan
Data updated 2026-08-11
- $126M
- Total assets
- 2,075
- Participants
- 94th
- Percentile by assets
- $60,721
- Avg per participant
Official DOL plan name: Presbyterian Health Plan 401(k) Plan · Sponsored by Presbyterian Health Plan, Inc. · New Mexico · Finance & Insurance
$126M in assets, 2,075 participants
Presbyterian Health Plan, Inc.'s Presbyterian Health Plan 401(k) Plan reported $126M in total assets and 2,075 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,338 in Finance & Insurance (9,261 peers)
Coverage in New Mexico
Presbyterian Health Plan 401(k) Plan covers 2,075 participants in New Mexico, 5.7x the typical New Mexico plan (state average ~365 per filing). Assets: $126M.
- $126M
- total plan assets (2022 EOY)
- 2,075
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $60,721
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Presbyterian Health Plan 401(k) Plan sits by total assets
Presbyterian Health Plan 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$125,996,619 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs New Mexico filers
In New Mexico, the average filing covers about 365 participants across 466 plans. Presbyterian Health Plan 401(k) Plan reports 2,075 participants - 5.7x that state average ($126M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | -$20M |
| Employer EIN | 943037165 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Health Plan, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,075 | $126M |
| 2023 | 1 | 2,048 | $156M |
| 2024 | 1 | 2,044 | $178M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Presbyterian Health Plan 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Presbyterian Health Plan 401(k) Plan assets move in 2022? ▼
How have Presbyterian Health Plan, Inc. plan assets changed over time? ▼
Where does Presbyterian Health Plan 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Presbyterian Health Plan 401(k) Plan? ▼
Next read for Presbyterian Health Plan 401(k) Plan
Filing takeaways
Ways to act on Presbyterian Health Plan 401(k) Plan's numbers.
- By total assets, Presbyterian Health Plan 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Mexico. Compare plans
- Presbyterian Health Plan, Inc.'s sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Finance & Insurance plans