Profit Sharing · DOL Form 5500 · 2024
Presbyterian Healthcare Services Profit Sharing Plan
Data updated 2026-07-24
- $531M
- Total assets
- 11,854
- Participants
- 97th
- Percentile by assets
- $44,825
- Avg per participant
Official DOL plan name: Presbyterian Healthcare Services 401(a) Plan · Sponsored by Presbyterian Healthcare Services · New Mexico · Healthcare & Social Assistance
$531M in assets, 11,854 participants
Presbyterian Healthcare Services's Presbyterian Healthcare Services 401(a) Plan reported $531M in total assets and 11,854 participants in its 2024 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.
- 97th percentile by assets (of 116,472 plans)
Coverage in New Mexico
Presbyterian Healthcare Services 401(a) Plan covers 11,854 participants in New Mexico, 33x the typical New Mexico plan (state average ~362 per filing). Assets: $531M.
- $531M
- total plan assets (2024 EOY)
- 11,854
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $44,825
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Presbyterian Healthcare Services 401(a) Plan end-of-year assets rose from $455M in the plan year 2023 filing to $531M in the plan year 2024 filing.
- Presbyterian Healthcare Services 401(a) Plan reported net income fell from $83M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Presbyterian Healthcare Services 401(a) Plan reported participants rose from 11,386 in the plan year 2023 filing to 11,854 in the plan year 2024 filing.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 362 participants across 432 plans. Presbyterian Healthcare Services 401(a) Plan reports 11,854 participants - 33x that state average ($531M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $455M |
|---|---|
| Net Assets (End of Year) | $531M |
| Net Income | $76M |
| Employer EIN | 850105601 |
| Plan Effective Date | 1994-01-01 |
| 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 Profit Sharing Plans in New Mexico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Presbyterian Healthcare Services 401(a) Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
- Presbyterian Medical Services Discretionary Contribution Plan $38M · 996
- Santa Fe Preparatory School DC Retirement Plan $18M · 129
- Medinatura, Inc. Retirement Plan $15M · 31
- Bosque School Defined Contribution Retirement Plan $12M · 103
- Daniels Insurance Agency, Inc. Employees' Incentive Trust $10M · 36
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Presbyterian Healthcare Services 401(a) Plan by total assets, not by location.
- Wgu Retirement Savings Plan (UT) $533M · 8,497
- Iuoe Local 30 Annuity Fund (NY) $534M · 4,772
- Kpmg Partner Retirement Savings Plan (NJ) $524M · 1,704
- Worthington Steel, Inc. 401(k) Retirement Savings Plan (OH) $523M · 2,500
Frequently Asked Questions
How did Presbyterian Healthcare Services 401(a) Plan assets move in 2024? ▼
How have Presbyterian Healthcare Services plan assets changed over time? ▼
Where does Presbyterian Healthcare Services 401(a) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Presbyterian Healthcare Services 401(a) Plan? ▼
Next read for Presbyterian Healthcare Services 401(a) …
Filing takeaways
Ways to act on Presbyterian Healthcare Services 401(a) Plan's numbers.
- By total assets, Presbyterian Healthcare Services 401(a) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing 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
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850105601.
Read our methodology - how this data is sourced, computed, and verified.