Other · DOL Form 5500 · 2023
Presbyterian Healthcare Services Retirement Plan
Data updated 2026-08-25
- $865M
- Total assets Above avg plan size
- 11,387
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $75,977
- Avg per participant Below avg balance/head
Official DOL plan name: Presbyterian Healthcare Services 403(b) Plan · Sponsored by Presbyterian Healthcare Services · New Mexico · Healthcare & Social Assistance
$865M in assets, 11,387 participants
Presbyterian Healthcare Services's Presbyterian Healthcare Services 403(b) Plan reported $865M in total assets and 11,387 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,437 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Mexico
Presbyterian Healthcare Services 403(b) Plan covers 11,387 participants in New Mexico, 31x the typical New Mexico plan (state average ~365 per filing). Assets: $865M.
- #17,437
- in Healthcare & Social Assistance (17,684 peers)
- +18.6%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
Presbyterian Healthcare Services 403(b) Plan's outsized position by total assets
Presbyterian Healthcare Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$865,148,227 Top 2% higher than 98% 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 403(b) 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 403(b) Plan is a mega filing (11,387 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Presbyterian Healthcare Services 403(b) Plan reported net income rose from -$151M in the plan year 2022 filing to $136M in the plan year 2023 filing.
- Presbyterian Healthcare Services 403(b) Plan end-of-year assets rose from $729M in the plan year 2022 filing to $865M in the plan year 2023 filing.
- Presbyterian Healthcare Services 403(b) Plan reported participants rose from 11,300 in the plan year 2022 filing to 11,387 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 850105601 · Presbyterian Healthcare Services PY 2023 · Other
Presbyterian Healthcare Services 403(b) Plan · $865M · 11,387 · 98th
- 5500 $865M
- 5500 11,387
- 5500 98th
- 5500 Other
- 5500 near Georgetown University Voluntary Contribution Retirement Plan
- 5500 ind #17437
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 403(b) Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $729M |
|---|---|
| Net Assets (End of Year) | $865M |
| Net Income | $136M |
| 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 Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- San Juan Regional Medical Center 403(b) Plan $131M · 1,887
- Lovelace Biomedical Research Institute Tda and DC Plan $111M · 419
- Albuquerque Academy Retirement Plan $80M · 281
- First Choice Community Healthcare 403(b) Plan $31M · 433
- Holy Cross Hospital Retirement Savings Plan $24M · 468
Scale composition for Presbyterian Healthcare Services 403(b) Plan
Presbyterian Healthcare Services 403(b) Plan reports $865M in end-of-year assets across 11,387 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $75,977 per participant (55% of the national average assets-per-participant) . Net income for plan year 2023 was $136M.
This plan identity (EIN 850105601, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $729M to $968M (+32.7%) while covered participants moved from 11,300 to 11,856 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,300 | $729M | Open filing |
| 2023 | 11,387 | $865M | This page |
| 2024 · index core | 11,856 | $968M | 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 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is Georgetown University Voluntary Contribution Retirement Plan in DC ($865M); by covered participants it is Tower Health 403(b) Plan in PA (11,344 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($865M here).
- Georgetown University Voluntary Contribution Retirement Plan (DC) $865M · 15,030
- Marquette University Retirement Plan (WI) $865M · 3,157
- Cape Cod Healthcare 403(b) Partnership Plan (MA) $864M · 4,756
- University of Denver Retirement Plan (CO) $848M · 7,241
Similar participant headcount
Nearest other-state filings by covered participants (11,387 participants); asset peers above are excluded.
- Tower Health 403(b) Plan (PA) 11,344 · 43 off
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) 11,479 · 92 off
- Weill Cornell Medical College Tax Deferred Annuity Plan (NY) 11,173 · 214 off
- Shands Healthcare Matched Savings Account 403(b) (FL) 11,144 · 243 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.