Profit Sharing · DOL Form 5500 · 2023
Presbyterian Healthcare Services Profit Sharing Plan
Data updated 2026-08-25
- $455M
- Total assets Above avg plan size
- 11,386
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $39,993
- Avg per participant Low balance/head
Official DOL plan name: Presbyterian Healthcare Services 401(a) Plan · Sponsored by Presbyterian Healthcare Services · New Mexico · Healthcare & Social Assistance
$455M in assets, 11,386 participants
Presbyterian Healthcare Services's Presbyterian Healthcare Services 401(a) Plan reported $455M in total assets and 11,386 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,233 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Mexico
Presbyterian Healthcare Services 401(a) Plan covers 11,386 participants in New Mexico, 31x the typical New Mexico plan (state average ~365 per filing). Assets: $455M.
- #17,233
- in Healthcare & Social Assistance (17,684 peers)
- +22.4%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Presbyterian Healthcare Services 401(a) Plan's outsized position by total assets
Presbyterian Healthcare Services 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$455,354,701 Top 3% higher than 97% 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 Healthcare Services 401(a) Plan's mega-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 Healthcare Services 401(a) Plan is a mega filing (11,386 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Presbyterian Healthcare Services 401(a) Plan reported net income rose from -$71M in the plan year 2022 filing to $83M in the plan year 2023 filing.
- Presbyterian Healthcare Services 401(a) Plan end-of-year assets rose from $372M in the plan year 2022 filing to $455M in the plan year 2023 filing.
- Presbyterian Healthcare Services 401(a) Plan reported participants rose from 11,300 in the plan year 2022 filing to 11,386 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 850105601 · Presbyterian Healthcare Services PY 2023 · Profit Sharing
Presbyterian Healthcare Services 401(a) Plan · $455M · 11,386 · 97th
- TYPE $455M
- TYPE 11,386
- TYPE 97th
- TYPE Profit Sharing
- TYPE near Sheet Metal Workers Annuity Fund Local Union No. 19
- TYPE ind #17233
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 Healthcare Services 401(a) Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $372M |
|---|---|
| Net Assets (End of Year) | $455M |
| Net Income | $83M |
| Employer EIN | 850105601 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Healthcare Services)
Sponsor-wide plan assets over time
All Presbyterian Healthcare Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 31.537870777315945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,540 | $1.3B |
| 2023 | 3 | 23,587 | $1.6B |
| 2024 | 3 | 24,423 | $1.8B |
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 $35M · 1,015
- 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
Scale composition for Presbyterian Healthcare Services 401(a) Plan
Presbyterian Healthcare Services 401(a) Plan reports $455M in end-of-year assets across 11,386 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $39,993 per participant (29% of the national average assets-per-participant) . Net income for plan year 2023 was $83M.
This plan identity (EIN 850105601, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $372M to $531M (+42.8%) while covered participants moved from 11,300 to 11,854 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,300 | $372M | Open filing |
| 2023 | 11,386 | $455M | This page |
| 2024 · index core | 11,854 | $531M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Presbyterian Healthcare Services 403(b) Plan (Other, $968M, 11,856 participants)
- Presbyterian Healthcare Services 401(a) Plan (Profit Sharing, $531M, 11,854 participants)
- Presbyterian Healthcare Services Employees' Pension Plan II (Defined Benefit (Pension), $261M, 713 participants)
Presbyterian Healthcare Services 401(a) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is Sheet Metal Workers Annuity Fund Local Union No. 19 in PA ($456M); by covered participants it is The Arc New York Affiliated Employers 401(k) Plan in NY (11,366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($455M here).
- Sheet Metal Workers Annuity Fund Local Union No. 19 (PA) $456M · 2,783
- American Heart Association, Inc. Qualified Retirement Plan (TX) $457M · 3,455
- Hawaii Electricians Annuity Plan (HI) $450M · 2,215
- The Lee Company Profit Sharing Plan (CT) $449M · 989
Similar participant headcount
Nearest other-state filings by covered participants (11,386 participants); asset peers above are excluded.
- The Arc New York Affiliated Employers 401(k) Plan (NY) 11,366 · 20 off
- Cedars-Sinai Health System Defined Contribution (CA) 11,354 · 32 off
- Multicare Health System Retirement Account Plan (WA) 11,441 · 55 off
- Legacy Health Defined Contribution Retirement Plan (OR) 11,313 · 73 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.