Defined Benefit (Pension) · DOL Form 5500 · 2023
Presbyterian Healthcare Services Pension Plan
Data updated 2026-08-25
- $248M
- Total assets Near avg plan size
- 814
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $304,478
- Avg per participant High balance/head
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.
- #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.
- #16,968
- in Healthcare & Social Assistance (17,684 peers)
- +4.8%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
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.
Presbyterian Healthcare Services Employees' Pension Plan II's outsized position 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
Presbyterian Healthcare Services Employees' Pension Plan II among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Presbyterian Healthcare Services Employees' Pension Plan II sits mid-pack in the medium band (814 participants).
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.
Form 5500 schedule snapshot
Filing strip 850105601 · Presbyterian Healthcare Services PY 2023 · Defined Benefit (Pension)
Presbyterian Healthcare Services Employees' Pension Plan II · $248M · 814 · 96th
- 5500 $248M
- 5500 814
- 5500 96th
- 5500 Defined Benefit (Pension)
- 5500 near Ocu Pension Trust
- 5500 ind #16968
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 Employees' Pension Plan II in the asset neighbourhood
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)
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 Defined Benefit (Pension) Plans in New Mexico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Presbyterian Healthcare Services Employees' Pension Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Ocu Pension Trust in CA ($248M); by covered participants it is Commerce Bancshares, Inc Restated Retirement Plan in MO (813 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (814 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.