401(k) · DOL Form 5500 · 2024

Presbyterian Health Plan, Inc. 401(k) Plan

Data updated 2026-07-24

$178M
Total assets: 2,044
Participants: 94th
Percentile by assets: $87,037
Avg per participant

Official DOL plan name: Presbyterian Health Plan 401(k) Plan · Sponsored by Presbyterian Health Plan, Inc. · New Mexico · Finance & Insurance

$178M in assets, 2,044 participants

Presbyterian Health Plan, Inc.'s Presbyterian Health Plan 401(k) Plan reported $178M in total assets and 2,044 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 116,472 plans)

Coverage in New Mexico

Presbyterian Health Plan 401(k) Plan covers 2,044 participants in New Mexico, 5.6x the typical New Mexico plan (state average ~362 per filing). Assets: $178M.

$178M
total plan assets (2024 EOY): 2,044
covered participants: 94th
percentile by assets (of 116,472 plans): $87,037
avg assets per participant

Presbyterian Health Plan 401(k) Plan reported net income fell from $30M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Presbyterian Health Plan 401(k) Plan end-of-year assets rose from $156M in the plan year 2023 filing to $178M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New Mexico

Industry

Finance & Insurance

Participants vs New Mexico filers

In New Mexico, the average filing covers about 362 participants across 432 plans. Presbyterian Health Plan 401(k) Plan reports 2,044 participants - 5.6x that state average ($178M EOY assets).

New Mexico filing particulars

Total Assets (Beginning of Year)	$156M
Net Assets (End of Year)	$178M
Net Income	$22M
Employer EIN	943037165
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Presbyterian Health Plan, Inc.)

Total plan assets by year, all Presbyterian Health Plan, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	2,075	$126M
2023	1	2,048	$156M
2024	1	2,044	$178M

Nearby 401(k) Plans in New Mexico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Presbyterian Health Plan 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Ntess Savings and Income Plan $7.2B · 15,926
Triad 401(k) Retirement Plan $2.5B · 11,744
Triad 401(k) Savings Plan $900M · 2,058
Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
New Mexico Electricians Retirement Benefit Fund $239M · 1,400

Compare Presbyterian Health Plan 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Presbyterian Health Plan 401(k) Plan by total assets, not by location.

Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan (NC) $178M · 1,099
Copperpoint Insurance Co. 401(k) Plan (AZ) $178M · 815
Cloudflare 401(k) Plan (CA) $178M · 2,093
Wuxi Apptec, Inc. 401(k) Employee Retirement Plan (MN) $178M · 1,913

Frequently Asked Questions

How did Presbyterian Health Plan 401(k) Plan assets move in 2024? ▼

Presbyterian Health Plan 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $156M to $178M. Reported net income was $22M.

How have Presbyterian Health Plan, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Presbyterian Health Plan, Inc.'s sponsor-wide assets grew 41.2%, from $126M to $178M.

Where does Presbyterian Health Plan 401(k) Plan rank by assets among Form 5500 filers? ▼

Presbyterian Health Plan 401(k) Plan ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Presbyterian Health Plan 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan in NC ($178M, 1,099 participants).

Next read for Presbyterian Health Plan 401(k) Plan

Filing takeaways

Ways to act on Presbyterian Health Plan 401(k) Plan's numbers.

By total assets, Presbyterian Health Plan 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Mexico. Compare plans
Presbyterian Health Plan, Inc.'s sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Finance & Insurance 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 943037165.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.