Other · DOL Form 5500 · 2022
Presbyterian Healthcare Services Retirement Plan
Data updated 2026-08-11
- $729M
- Total assets
- 11,300
- Participants
- 98th
- Percentile by assets
- $64,535
- Avg per participant
Official DOL plan name: Presbyterian Healthcare Services 403(b) Plan · Sponsored by Presbyterian Healthcare Services · New Mexico · Healthcare & Social Assistance
$729M in assets, 11,300 participants
Presbyterian Healthcare Services's Presbyterian Healthcare Services 403(b) Plan reported $729M in total assets and 11,300 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #19,807 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Mexico
Presbyterian Healthcare Services 403(b) Plan covers 11,300 participants in New Mexico, 31x the typical New Mexico plan (state average ~365 per filing). Assets: $729M.
- $729M
- total plan assets (2022 EOY)
- 11,300
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $64,535
- avg assets per participant
The plan reported a net loss of $151M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Presbyterian Healthcare Services 403(b) Plan sits by total assets
Presbyterian Healthcare Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$729,250,284 Top 2% higher than 98% 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 Healthcare Services 403(b) Plan reports 11,300 participants - 31x that state average ($729M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $880M |
|---|---|
| Net Assets (End of Year) | $729M |
| Net Income | -$151M |
| 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 Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
Presbyterian Healthcare Services 403(b) Plan vs. nearby Other plans in New Mexico, assets vs. participants
- San Juan Regional Medical Center 403(b) Plan $119M · 1,835
- Lovelace Biomedical Research Institute Tda and DC Plan $99M · 389
- Albuquerque Academy Retirement Plan $74M · 267
- First Choice Community Healthcare 403(b) Plan $27M · 473
- Holy Cross Hospital Retirement Savings Plan $22M · 465
Scale composition for Presbyterian Healthcare Services 403(b) Plan
Presbyterian Healthcare Services 403(b) Plan reports $729M in end-of-year assets across 11,300 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $64,535 per participant (47% of the national average assets-per-participant) . Net income for plan year 2022 was -$151M.
This plan identity (EIN 850105601, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $729M to $968M (+32.7%) while covered participants moved from 11,300 to 11,856 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,300 | $729M | This page |
| 2023 | 11,387 | $865M | Open filing |
| 2024 · index core | 11,856 | $968M | 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 Other Plans Nationally
Other plans in other states closest to Presbyterian Healthcare Services 403(b) Plan by total assets, not by location.
- Joint Annuity Fund Local 164 IBEW (NJ) $728M · 2,871
- Syracuse University Voluntary Retirement Plan (NY) $726M · 7,437
- Prisma Health 401(a) Plan (SC) $722M · 21,288
- Kaiser Permanente Washington 403(b) Plan (CA) $721M · 6,233
Frequently Asked Questions
How did Presbyterian Healthcare Services 403(b) Plan assets move in 2022? ▼
How have Presbyterian Healthcare Services plan assets changed over time? ▼
Where does Presbyterian Healthcare Services 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Presbyterian Healthcare Services 403(b) Plan? ▼
Next read for Presbyterian Healthcare Services 403(b) …
Filing takeaways
Ways to act on Presbyterian Healthcare Services 403(b) Plan's numbers.
- By total assets, Presbyterian Healthcare Services 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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