Profit Sharing · DOL Form 5500 · 2023
Presbyterian Medical Services Profit Sharing Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 1,015
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $34,098
- 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
$35M in assets, 1,015 participants
Presbyterian Medical Services's Presbyterian Medical Services Discretionary Contribution Plan reported $35M in total assets and 1,015 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,854 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Mexico
Presbyterian Medical Services Discretionary Contribution Plan covers 1,015 participants in New Mexico, 2.8x the typical New Mexico plan (state average ~365 per filing). Assets: $35M.
- #14,854
- in Healthcare & Social Assistance (17,684 peers)
- +14.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$34,609,608 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Presbyterian Medical Services Discretionary Contribution Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Presbyterian Medical Services Discretionary Contribution Plan lands in the large band (1,015 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Presbyterian Medical Services Discretionary Contribution Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Presbyterian Medical Services Discretionary Contribution Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Presbyterian Medical Services Discretionary Contribution Plan reported participants rose from 989 in the plan year 2022 filing to 1,015 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 850206810 · Presbyterian Medical Services PY 2023 · Profit Sharing
Presbyterian Medical Services Discretionary Contribution Plan · $35M · 1,015 · 81st
- PART $35M
- PART 1,015
- PART 81st
- PART Profit Sharing
- PART near The Orthopedic Center of St. Louis 401(k) Profit Sharing Plan
- PART ind #14854
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) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| 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 $455M · 11,386
- Santa Fe Preparatory School DC Retirement Plan $16M · 132
- T & R Market Profit Sharing Plan $13M · 97
- Medinatura, Inc. Retirement Plan $11M · 37
- Bosque School Defined Contribution Retirement Plan $10M · 97
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 The Orthopedic Center of St. Louis 401(k) Profit Sharing Plan in MO ($35M); by covered participants it is Plumbers Lu No 690 Supplemental Retirement Plan in PA (1,015 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- The Orthopedic Center of St. Louis 401(k) Profit Sharing Plan (MO) $35M · 95
- St. Francis Health Services of Morris Employees Retirement Plan (MN) $35M · 1,367
- Danaher Corporation & Subsidiaries Puerto Rico Savings Plan (DC) $35M · 819
- University Clinical Health Employer Contribution Plan (TN) $34M · 464
Similar participant headcount
Nearest other-state filings by covered participants (1,015 participants); asset peers above are excluded.
- Plumbers Lu No 690 Supplemental Retirement Plan (PA) 1,015 · 0 off
- The Savings Plan for Employees of Wyckoff Heights Medical Center (NY) 1,018 · 3 off
- Plumbers and Steamfitters Local No. 7 Annuity Fund (NY) 1,012 · 3 off
- Atlanta Ironworkers Supplemental Retirement Plan (TN) 1,011 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.