Defined Benefit (Pension) · DOL Form 5500 · 2022

Presbyterian Healthcare Services Pension Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
940
Participants Near avg headcount
96th
Percentile by assets National rank
$251,651
Avg per participant Above avg balance/head
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Official DOL plan name: Presbyterian Healthcare Services Employees' Pension Plan II · Sponsored by Presbyterian Healthcare Services · New Mexico · Healthcare & Social Assistance

$237M in assets, 940 participants

Presbyterian Healthcare Services's Presbyterian Healthcare Services Employees' Pension Plan II reported $237M in total assets and 940 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,380 in Healthcare & Social Assistance (20,060 peers)

Coverage in New Mexico

Presbyterian Healthcare Services Employees' Pension Plan II covers 940 participants in New Mexico, 2.6x the typical New Mexico plan (state average ~365 per filing). Assets: $237M.

#19,380
in Healthcare & Social Assistance (20,060 peers)
-8.6%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Presbyterian Healthcare Services Employees' Pension Plan II's outsized position by total assets

Presbyterian Healthcare Services Employees' Pension Plan II vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$236,552,259 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Employees' Pension Plan II 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 Healthcare Services Employees' Pension Plan II sits mid-pack in the medium band (940 participants).

DOL schedule card

Filing strip 850105601 · Presbyterian Healthcare Services PY 2022 · Defined Benefit (Pension)

Presbyterian Healthcare Services Employees' Pension Plan II · $237M · 940 · 96th

  • VS-ST $237M
  • BOY 940
  • SCH 96th
  • EBSA Defined Benefit (Pension)
  • PART near The Pension Plan and Trust for the Employees of Bronxcare Health System
  • TYPE ind #19380

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 Employees' Pension Plan II in the asset neighbourhood

Belk Pension Plan$237MTexas Iron Workers' Pension PlanTexas Iron Workers' Pension …$237MPresbyterian Healthcare Services Employees' Pension Plan IIPresbyterian Healthcare Serv…$237MThe Pension Plan and Trust for the Employees of Bronxcare Health SystemThe Pension Plan and Trust f…$236MContributory Defined Benefit Retirement Plan at Rensselaer Polytechnic InstituteContributory Defined Benefit…$236M
End-of-year total assets ($M) among Presbyterian Healthcare Services Employees' Pension Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$259M
Net Assets (End of Year)$233M
Net Income-$26M
Employer EIN850105601
Plan Effective Date2018-12-01
Filing StatusFILING 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
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.34B $1.76B ▲ +31.3%
Year Plans Participants Total Assets
2022 3 23,540 $1.3B
2023 3 23,587 $1.6B
2024 3 24,423 $1.8B

Nearby Defined Benefit (Pension) Plans in New Mexico

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Presbyterian Healthcare Services Employees' Pension Plan II vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -20246 Total assets ($B) Participants Presbyterian Healthcare Services Employees' Pension Plan II, Total assets ($B): 0.236552259 · Participants: 940Presbyterian Healthcare Services Employees' Pension Plan IINtess Retirement Income Plan, Total assets ($B): 5.550410353 · Participants: 3901Ntess Retirement Income PlanTriad Defined Benefit Pension Plan, Total assets ($B): 5.428676729 · Participants: 2447Triad Defined Benefit Pension PlanPnm Resources, Inc. Employees' Retirement Plan, Total assets ($B): 0.410671966 · Participants: 221Pnm Resources, Inc. Employees' Retirement PlanWaste Isolation Pilot Plant Pension Plan, Total assets ($B): 0.206892734 · Participants: 869Waste Isolation Pilot Plant Pension PlanSandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan, Total assets ($B): 0.09213385 · Participants: 317Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan
Presbyterian Healthcare Services Employees' Pension Plan II vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
Compare Presbyterian Healthcare Services Employees' Pension Plan II side-by-side with 3 peers →

Presbyterian Healthcare Services Employees' Pension Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Mexico, the nearest Defined Benefit (Pension) by assets is The Pension Plan and Trust for the Employees of Bronxcare Health System in NY ($236M); by covered participants it is The Bank of Tokyo-Mitsubishi Ufj, Ltd. in NY (940 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (940 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.

Frequently Asked Questions

How did Presbyterian Healthcare Services Employees' Pension Plan II assets move in 2022? ▼
Presbyterian Healthcare Services Employees' Pension Plan II pulled back noticeably - down 8.6% during 2022, from $259M to $237M. Reported net income was -$26M.
How have Presbyterian Healthcare Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Presbyterian Healthcare Services's sponsor-wide assets grew 31.5%, from $1.3B to $1.8B.
Where does Presbyterian Healthcare Services Employees' Pension Plan II rank by assets among Form 5500 filers? ▼
Presbyterian Healthcare Services Employees' Pension Plan II ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Presbyterian Healthcare Services Employees' Pension Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Pension Plan and Trust for the Employees of Bronxcare Health System in NY ($236M, 627 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Presbyterian Healthcare Services Employees' Pension Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Bank of Tokyo-Mitsubishi Ufj, Ltd. in NY (940 participants, $205M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850105601.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.