Defined Benefit (Pension) · DOL Form 5500 · 2022
Presbyterian Healthcare Services Pension Plan
Data updated 2026-08-06
- $237M
- Total assets
- 940
- Participants
- 96th
- Percentile by assets
- $251,651
- Avg per participant
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.
- 96th percentile by assets (of 139,258 plans)
- #19,406 in Healthcare & Social Assistance (20,087 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 ~362 per filing). Assets: $237M.
- $237M
- total plan assets (2022 EOY)
- 940
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $251,651
- avg assets per participant
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.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 362 participants across 432 plans. Presbyterian Healthcare Services Employees' Pension Plan II reports 940 participants - 2.6x that state average ($237M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $259M |
|---|---|
| Net Assets (End of Year) | $233M |
| Net Income | -$26M |
| Employer EIN | 850105601 |
| Plan Effective Date | 2018-12-01 |
| 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 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
- Ntess Retirement Income Plan $5.6B · 3,901
- Triad Defined Benefit Pension Plan $5.4B · 2,447
- Pnm Resources, Inc. Employees' Retirement Plan $411M · 221
- Waste Isolation Pilot Plant Pension Plan $207M · 869
- Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan $92M · 317
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Presbyterian Healthcare Services Employees' Pension Plan II by total assets, not by location.
Frequently Asked Questions
How did Presbyterian Healthcare Services Employees' Pension Plan II assets move in 2022? ▼
How have Presbyterian Healthcare Services plan assets changed over time? ▼
Where does Presbyterian Healthcare Services Employees' Pension Plan II rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Presbyterian Healthcare Services Employees' Pension Plan II? ▼
Next read for Presbyterian Healthcare Services Employe…
Filing takeaways
Ways to act on Presbyterian Healthcare Services Employees' Pension Plan II's numbers.
- By total assets, Presbyterian Healthcare Services Employees' Pension Plan II ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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