Other · DOL Form 5500 · 2024
Presbyterian Healthcare Services Retirement Plan
Data updated 2026-07-24
- $968M
- Total assets
- 11,856
- Participants
- 98th
- Percentile by assets
- $81,628
- Avg per participant
Official DOL plan name: Presbyterian Healthcare Services 403(b) Plan · Sponsored by Presbyterian Healthcare Services · New Mexico · Healthcare & Social Assistance
$968M in assets, 11,856 participants
Presbyterian Healthcare Services's Presbyterian Healthcare Services 403(b) Plan reported $968M in total assets and 11,856 participants in its 2024 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in New Mexico
Presbyterian Healthcare Services 403(b) Plan covers 11,856 participants in New Mexico, 33x the typical New Mexico plan (state average ~362 per filing). Assets: $968M.
- $968M
- total plan assets (2024 EOY)
- 11,856
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $81,628
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Presbyterian Healthcare Services 403(b) Plan reported net income fell from $136M in the plan year 2023 filing to $103M in the plan year 2024 filing.
- Presbyterian Healthcare Services 403(b) Plan end-of-year assets rose from $865M in the plan year 2023 filing to $968M in the plan year 2024 filing.
- Presbyterian Healthcare Services 403(b) Plan reported participants rose from 11,387 in the plan year 2023 filing to 11,856 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 403(b) Plan reports 11,856 participants - 33x that state average ($968M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $865M |
|---|---|
| Net Assets (End of Year) | $968M |
| Net Income | $103M |
| 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 Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
Presbyterian Healthcare Services 403(b) Plan vs. nearby Other plans in New Mexico, assets vs. participants
- San Juan Regional Medical Center 403(b) Plan $142M · 1,883
- Lovelace Biomedical Research Institute Tda and DC Plan $123M · 418
- Albuquerque Academy Retirement Plan $83M · 271
- Holy Cross Hospital Retirement Savings Plan $27M · 491
- 2first Choice Community Healthcare 403(b) Plan $27M · 344
Similar-Sized Other Plans Nationally
Other plans in other states closest to Presbyterian Healthcare Services 403(b) Plan by total assets, not by location.
- Cox Savings Incentive Plan (MO) $964M · 13,001
- Saint Louis University 403(b) Annuity Plan (MO) $962M · 4,219
- Brown University Defined Contribution Deferred Vesting Retirement Plan (RI) $974M · 6,202
- El Camino Hospital 403(b) Retirement Plan (CA) $976M · 4,277
Frequently Asked Questions
How did Presbyterian Healthcare Services 403(b) Plan assets move in 2024? ▼
How have Presbyterian Healthcare Services plan assets changed over time? ▼
Where does Presbyterian Healthcare Services 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Presbyterian Healthcare Services 403(b) Plan? ▼
Next read for Presbyterian Healthcare Services 403(b) …
Filing takeaways
Ways to act on Presbyterian Healthcare Services 403(b) Plan's numbers.
- By total assets, Presbyterian Healthcare Services 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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.