Profit Sharing · DOL Form 5500 · 2023
Presbyterian Medical Services Profit Sharing Plan
Data updated 2026-08-11
- $35M
- Total assets
- 1,015
- Participants
- 81st
- Percentile by assets
- $34,098
- Avg per participant
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.
- 81st percentile by assets (of 127,072 plans)
- #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.
- $35M
- total plan assets (2023 EOY)
- 1,015
- covered participants
- 81st
- percentile by assets (of 127,072 plans)
- $34,098
- avg assets per participant
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.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 365 participants across 466 plans. Presbyterian Medical Services Discretionary Contribution Plan reports 1,015 participants - 2.8x that state average ($35M EOY assets).
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)
| 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 Medical Services Discretionary Contribution Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Presbyterian Medical Services Discretionary Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Presbyterian Medical Services Discretionary Contribution Plan assets move in 2023? ▼
How have Presbyterian Medical Services plan assets changed over time? ▼
Where does Presbyterian Medical Services Discretionary Contribution Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Presbyterian Medical Services Discretionary Contribution Plan? ▼
Next read for Presbyterian Medical Services Discretion…
Filing takeaways
Ways to act on Presbyterian Medical Services Discretionary Contribution Plan's numbers.
- By total assets, Presbyterian Medical Services Discretionary Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Mexico. Compare plans
- Presbyterian Medical Services's sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans