Other · DOL Form 5500 · 2024
Presbyterian Healthcare Services Retirement Plan
Data updated 2026-08-25
- $968M
- Total assets Above avg plan size
- 11,856
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $81,628
- 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
$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.
- #16,667 in Healthcare & Social Assistance (16,916 peers)
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 ~365 per filing). Assets: $968M.
- #16,667
- in Healthcare & Social Assistance (16,916 peers)
- +11.9%
- assets growth YoY
- 9.7×
- 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 2024 · DOL Form 5500
$967,775,957 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Presbyterian Healthcare Services 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2024 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 (11,856 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 850105601 · Presbyterian Healthcare Services PY 2024 · Other
Presbyterian Healthcare Services 403(b) Plan · $968M · 11,856 · 98th
- PHOTO $968M
- PHOTO 11,856
- PHOTO 98th
- PHOTO Other
- PHOTO near Cox Savings Incentive Plan
- PHOTO ind #16667
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) | $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)
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 $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
Scale composition for Presbyterian Healthcare Services 403(b) Plan
Presbyterian Healthcare Services 403(b) Plan reports $968M in end-of-year assets across 11,856 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $81,628 per participant (59% of the national average assets-per-participant) . Net income for plan year 2024 was $103M.
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 | Open filing |
| 2024 · index core | 11,856 | $968M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- 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 Cox Savings Incentive Plan in MO ($964M); by covered participants it is Cedars-Sinai 403b Retirement Plan in CA (11,878 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($968M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,856 participants); asset peers above are excluded.
- Cedars-Sinai 403b Retirement Plan (CA) 11,878 · 22 off
- Shands Healthcare Matched Savings Account 403(b) (FL) 11,793 · 63 off
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan (IL) 11,715 · 141 off
- Tower Health 403(b) Plan (PA) 11,699 · 157 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.