Defined Benefit (Pension) · DOL Form 5500 · 2023
Presbyterian Healthcare Services Pension Plan
Data updated 2026-08-11
- $248M
- Total assets
- 814
- Participants
- 96th
- Percentile by assets
- $304,478
- Avg per participant
Official DOL plan name: Presbyterian Healthcare Services Employees' Pension Plan II · Sponsored by Presbyterian Healthcare Services · New Mexico · Healthcare & Social Assistance
$248M in assets, 814 participants
Presbyterian Healthcare Services's Presbyterian Healthcare Services Employees' Pension Plan II reported $248M in total assets and 814 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #16,968 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Mexico
Presbyterian Healthcare Services Employees' Pension Plan II covers 814 participants in New Mexico, 2.2x the typical New Mexico plan (state average ~365 per filing). Assets: $248M.
- $248M
- total plan assets (2023 EOY)
- 814
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $304,478
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Presbyterian Healthcare Services Employees' Pension Plan II sits by total assets
Presbyterian Healthcare Services Employees' Pension Plan II vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$247,845,171 Top 4% higher than 96% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Presbyterian Healthcare Services Employees' Pension Plan II reported net income rose from -$26M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Presbyterian Healthcare Services Employees' Pension Plan II reported participants fell from 940 in the plan year 2022 filing to 814 in the plan year 2023 filing.
- Presbyterian Healthcare Services Employees' Pension Plan II end-of-year assets rose from $237M in the plan year 2022 filing to $248M 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 Healthcare Services Employees' Pension Plan II reports 814 participants - 2.2x that state average ($248M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $221M |
| Net Income | -$11M |
| Employer EIN | 850105601 |
| Plan Effective Date | 2018-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Healthcare Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,540 | $1.3B |
| 2023 | 3 | 23,587 | $1.6B |
| 2024 | 3 | 24,423 | $1.8B |
Nearby Defined Benefit (Pension) Plans in New Mexico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Presbyterian Healthcare Services Employees' Pension Plan II vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
- Ntess Retirement Income Plan $6.1B · 3,544
- Triad Defined Benefit Pension Plan $5.7B · 2,214
- Pnm Resources, Inc. Employees' Retirement Plan $407M · 146
- Waste Isolation Pilot Plant Pension Plan $224M · 953
- Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan $103M · 333
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Presbyterian Healthcare Services Employees' Pension Plan II by total assets, not by location.
- Ocu Pension Trust (CA) $248M · 538
- Retirement Plan for Employees of Phoebe Putney Health System, Inc. (GA) $248M · 879
- Bic Corporation Employees' Pension Plan (CT) $247M · 369
- Minnesota Teamsters Construction Division Pension Fund (MN) $249M · 654
Frequently Asked Questions
How did Presbyterian Healthcare Services Employees' Pension Plan II assets move in 2023? ▼
How have Presbyterian Healthcare Services plan assets changed over time? ▼
Where does Presbyterian Healthcare Services Employees' Pension Plan II rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Presbyterian Healthcare Services Employees' Pension Plan II? ▼
Next read for Presbyterian Healthcare Services Employe…
Filing takeaways
Ways to act on Presbyterian Healthcare Services Employees' Pension Plan II's numbers.
- By total assets, Presbyterian Healthcare Services Employees' Pension Plan II ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Mexico. Compare plans
- Presbyterian Healthcare Services's sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans