401(k) · DOL Form 5500 · 2023

Presbyterian Health Plan, Inc. 401(k) Plan

Data updated 2026-08-11

$156M
Total assets
2,048
Participants
94th
Percentile by assets
$76,035
Avg per participant
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Official DOL plan name: Presbyterian Health Plan 401(k) Plan · Sponsored by Presbyterian Health Plan, Inc. · New Mexico · Finance & Insurance

$156M in assets, 2,048 participants

Presbyterian Health Plan, Inc.'s Presbyterian Health Plan 401(k) Plan reported $156M in total assets and 2,048 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #8,001 in Finance & Insurance (8,869 peers)

Coverage in New Mexico

Presbyterian Health Plan 401(k) Plan covers 2,048 participants in New Mexico, 5.6x the typical New Mexico plan (state average ~365 per filing). Assets: $156M.

$156M
total plan assets (2023 EOY)
2,048
covered participants
94th
percentile by assets (of 127,072 plans)
$76,035
avg assets per participant

Where Presbyterian Health Plan 401(k) Plan sits by total assets

Presbyterian Health Plan 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$155,718,743 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Presbyterian Health Plan 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Presbyterian Health Plan 401(k) Plan end-of-year assets rose from $126M in the plan year 2022 filing to $156M in the plan year 2023 filing.
  • Presbyterian Health Plan 401(k) Plan reported participants fell from 2,075 in the plan year 2022 filing to 2,048 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New Mexico
Industry
Finance & Insurance

Participants vs New Mexico filers

In New Mexico, the average filing covers about 365 participants across 466 plans. Presbyterian Health Plan 401(k) Plan reports 2,048 participants - 5.6x that state average ($156M EOY assets).

New Mexico filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$156M
Net Income$30M
Employer EIN943037165
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Presbyterian Health Plan, Inc.)

$120M$140M$160M$180M$200M 202220232024 $126M $178M ▲ +41.2%
Total plan assets by year, all Presbyterian Health Plan, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,075 $126M
2023 1 2,048 $156M
2024 1 2,044 $178M

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Presbyterian Health Plan 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants Presbyterian Health …, Total assets ($B): 0.155718743 · Participants: 2048Presbyterian Health …Ntess Savings and In…, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and In…Triad 401(k) Retirem…, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirem…Triad 401(k) Savings…, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings…Pnm Resources, Inc. …, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. …Applied Research Ass…, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Ass…
Presbyterian Health Plan 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Presbyterian Health Plan 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Presbyterian Health Plan 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Presbyterian Health Plan 401(k) Plan assets move in 2023? ▼
Presbyterian Health Plan 401(k) Plan grew sharply - up 23.6% during 2023, from $126M to $156M. Reported net income was $30M.
How have Presbyterian Health Plan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Presbyterian Health Plan, Inc.'s sponsor-wide assets grew 41.2%, from $126M to $178M.
Where does Presbyterian Health Plan 401(k) Plan rank by assets among Form 5500 filers? ▼
Presbyterian Health Plan 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Presbyterian Health Plan 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Snf Holding Company 401(k) Retirement Plan in GA ($156M, 1,893 participants).

Next read for Presbyterian Health Plan 401(k) Plan

Filing takeaways

Ways to act on Presbyterian Health Plan 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943037165.

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.