Other · DOL Form 5500 · 2022
Presbyterian Healthcare Services Retirement Plan
Data updated 2026-08-25
- $729M
- Total assets Above avg plan size
- 11,300
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $64,535
- Avg per participant Low balance/head
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.
- #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.
- #19,807
- in Healthcare & Social Assistance (20,060 peers)
- -17.1%
- assets change YoY
- 7.3×
- vs typical plan assets (national mean)
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.
Presbyterian Healthcare Services 403(b) Plan's outsized position 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
Presbyterian Healthcare Services 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Presbyterian Healthcare Services 403(b) Plan is a mega filing (11,300 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 850105601 · Presbyterian Healthcare Services PY 2022 · Other
Presbyterian Healthcare Services 403(b) Plan · $729M · 11,300 · 98th
- BOOK $729M
- BOOK 11,300
- BOOK 98th
- BOOK Other
- BOOK near Joint Annuity Fund Local 164 IBEW
- BOOK ind #19807
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New Mexico →
Presbyterian Healthcare Services 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Presbyterian Healthcare Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 31.537870777315945% vs 2022
- 2024 filing year
| 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.
- 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)
Presbyterian Healthcare Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is Joint Annuity Fund Local 164 IBEW in NJ ($728M); by covered participants it is Yale University Retirement Account Plan in CT (11,281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($729M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,300 participants); asset peers above are excluded.
- Yale University Retirement Account Plan (CT) 11,281 · 19 off
- 403(b) Retirement Savings Plan for Integris Health, Inc. (OK) 11,261 · 39 off
- Baptist Health System, Inc. Matched Savings Plan (FL) 11,219 · 81 off
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) 11,128 · 172 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.