Profit Sharing · DOL Form 5500 · 2022
Presbyterian Healthcare Services Profit Sharing Plan
Data updated 2026-08-11
- $372M
- Total assets
- 11,300
- Participants
- 97th
- Percentile by assets
- $32,928
- Avg per participant
Official DOL plan name: Presbyterian Healthcare Services 401(a) Plan · Sponsored by Presbyterian Healthcare Services · New Mexico · Healthcare & Social Assistance
$372M in assets, 11,300 participants
Presbyterian Healthcare Services's Presbyterian Healthcare Services 401(a) Plan reported $372M in total assets and 11,300 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,577 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Mexico
Presbyterian Healthcare Services 401(a) Plan covers 11,300 participants in New Mexico, 31x the typical New Mexico plan (state average ~365 per filing). Assets: $372M.
- $372M
- total plan assets (2022 EOY)
- 11,300
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $32,928
- avg assets per participant
The plan reported a net loss of $71M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 365 participants across 466 plans. Presbyterian Healthcare Services 401(a) Plan reports 11,300 participants - 31x that state average ($372M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $443M |
|---|---|
| Net Assets (End of Year) | $372M |
| Net Income | -$71M |
| Employer EIN | 850105601 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Healthcare Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,540 | $1.3B |
| 2023 | 3 | 23,587 | $1.6B |
| 2024 | 3 | 24,423 | $1.8B |
Nearby Profit Sharing Plans in New Mexico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Presbyterian Healthcare Services 401(a) Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
Scale composition for Presbyterian Healthcare Services 401(a) Plan
Presbyterian Healthcare Services 401(a) Plan reports $372M in end-of-year assets across 11,300 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $32,928 per participant (24% of the national average assets-per-participant) . Net income for plan year 2022 was -$71M.
This plan identity (EIN 850105601, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $372M to $531M (+42.8%) while covered participants moved from 11,300 to 11,854 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,300 | $372M | This page |
| 2023 | 11,386 | $455M | Open filing |
| 2024 · index core | 11,854 | $531M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Presbyterian Healthcare Services 403(b) Plan (Other, $968M, 11,856 participants)
- Presbyterian Healthcare Services 401(a) Plan (Profit Sharing, $531M, 11,854 participants)
- Presbyterian Healthcare Services Employees' Pension Plan II (Defined Benefit (Pension), $261M, 713 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Presbyterian Healthcare Services 401(a) Plan by total assets, not by location.
- Ohio Carpenters' Annuity Plan (MI) $371M · 8,330
- Sidley Austin LLP Retirement Plan for Partners (IL) $376M · 616
- Connecticut Children's Retirement Savings Plan (CT) $377M · 2,969
- Steamfitters Local 602 Retirement Savings Plan Savings Plan (MD) $365M · 5,177
Frequently Asked Questions
How did Presbyterian Healthcare Services 401(a) Plan assets move in 2022? ▼
How have Presbyterian Healthcare Services plan assets changed over time? ▼
Where does Presbyterian Healthcare Services 401(a) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Presbyterian Healthcare Services 401(a) Plan? ▼
Next read for Presbyterian Healthcare Services 401(a) …
Filing takeaways
Ways to act on Presbyterian Healthcare Services 401(a) Plan's numbers.
- By total assets, Presbyterian Healthcare Services 401(a) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Mexico. Compare plans
- Presbyterian Healthcare Services's sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans