401(k) · DOL Form 5500 · 2023

Presbyterian Health Plan, Inc. 401(k) Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
2,048
Participants Near avg headcount
94th
Percentile by assets National rank
$76,035
Avg per participant Below avg balance/head
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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.

  • #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.

#8,001
in Finance & Insurance (8,869 peers)
+23.6%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Presbyterian Health Plan 401(k) Plan's outsized position 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 $2,050,000,000 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 2023

Presbyterian Health Plan 401(k) 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 Health Plan 401(k) Plan lands in the large band (2,048 participants).

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 →

Published 5500 schedule card

Filing strip 943037165 · Presbyterian Health Plan, Inc. PY 2023 · 401(k)

Presbyterian Health Plan 401(k) Plan · $156M · 2,048 · 94th

  • PHOTO $156M
  • IND 2,048
  • EOY 94th
  • 5500 401(k)
  • ASSETS near Snf Holding Company 401(k) Retirement Plan
  • PCT ind #8001

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 Finance & Insurance retirement plans → · Plans in New Mexico →

Presbyterian Health Plan 401(k) Plan in the asset neighbourhood

Madison Gas & Electric Company 401(k) Retirement Accumulation PlanMadison Gas & Electric Compa…$156MAscend Learning LLC 401(k) PlanAscend Learning LLC 401(k) P…$156MPresbyterian Health Plan 401(k) PlanPresbyterian Health Plan 401…$156MSnf Holding Company 401(k) Retirement PlanSnf Holding Company 401(k) R…$156MLek Consulting 401(k) Plan$156M
End-of-year total assets ($M) among Presbyterian Health Plan 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Presbyterian Health Plan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$178M 41.19746737013634% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $126M $178M ▲ +41.2%
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 ($B) Participants Presbyterian Health Plan 401(k) Plan, Total assets ($B): 0.155718743 · Participants: 2048Presbyterian Health Plan 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
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 →

Presbyterian Health Plan 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Snf Holding Company 401(k) Retirement Plan in GA ($156M); by covered participants it is Jhcc Holdings LLC 401(k) Plan in AL (2,048 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,048 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Presbyterian Health Plan 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jhcc Holdings LLC 401(k) Plan in AL (2,048 participants, $16M in assets).

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.