Profit Sharing · DOL Form 5500 · 2022
Presbyterian Medical Services Profit Sharing Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 989
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $30,690
- Avg per participant Low balance/head
Official DOL plan name: Presbyterian Medical Services Discretionary Contribution Plan · Sponsored by Presbyterian Medical Services · New Mexico · Healthcare & Social Assistance
$30M in assets, 989 participants
Presbyterian Medical Services's Presbyterian Medical Services Discretionary Contribution Plan reported $30M in total assets and 989 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,178 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Mexico
Presbyterian Medical Services Discretionary Contribution Plan covers 989 participants in New Mexico, 2.7x the typical New Mexico plan (state average ~365 per filing). Assets: $30M.
- #17,178
- in Healthcare & Social Assistance (20,060 peers)
- -15.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Presbyterian Medical Services Discretionary Contribution Plan's outsized position by total assets
Presbyterian Medical Services Discretionary Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,352,156 Top 17% higher than 83% 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 Medical Services Discretionary Contribution Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Presbyterian Medical Services Discretionary Contribution Plan sits mid-pack in the medium band (989 participants).
Plan-year Form 5500 strip
Filing strip 850206810 · Presbyterian Medical Services PY 2022 · Profit Sharing
Presbyterian Medical Services Discretionary Contribution Plan · $30M · 989 · 83rd
- SCH $30M
- EBSA 989
- PART 83rd
- TYPE Profit Sharing
- NET near St. Francis Health Services of Morris Employees Retirement Plan
- BOOK ind #17178
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 Medical Services Discretionary Contribution Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$6M |
| Employer EIN | 850206810 |
| Plan Effective Date | 1970-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Medical Services)
Sponsor-wide plan assets over time
All Presbyterian Medical Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 25.153643121760442% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 989 | $30M |
| 2023 | 1 | 1,015 | $35M |
| 2024 | 1 | 996 | $38M |
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 $372M · 11,300
- Santa Fe Preparatory School DC Retirement Plan $15M · 174
- Medinatura, Inc. Retirement Plan $14M · 32
- T & R Market Profit Sharing Plan $11M · 109
- Southwest Neurology Consultants, PC Profit Sharing Plan $9M · 3
Presbyterian Medical Services Discretionary Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is St. Francis Health Services of Morris Employees Retirement Plan in MN ($30M); by covered participants it is Illinois Operative Plasterers & Cement Masons Annuity Fund in IL (986 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- St. Francis Health Services of Morris Employees Retirement Plan (MN) $30M · 1,283
- Rockford Health System Fixed Contribution Plan (IL) $30M · 1,163
- Sullivan & Cromwell LLP Supplemental Retirement Plan (NY) $30M · 179
- Path, Inc. 403(b) Plan (PA) $30M · 508
Similar participant headcount
Nearest other-state filings by covered participants (989 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.