Profit Sharing · DOL Form 5500 · 2024
Presbyterian Medical Services Profit Sharing Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 996
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $38,139
- Avg per participant Low balance/head
Official DOL plan name: Presbyterian Medical Services Discretionary Contribution Plan · Sponsored by Presbyterian Medical Services · New Mexico · Healthcare & Social Assistance
$38M in assets, 996 participants
Presbyterian Medical Services's Presbyterian Medical Services Discretionary Contribution Plan reported $38M in total assets and 996 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,124 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Mexico
Presbyterian Medical Services Discretionary Contribution Plan covers 996 participants in New Mexico, 2.7x the typical New Mexico plan (state average ~365 per filing). Assets: $38M.
- #14,124
- in Healthcare & Social Assistance (16,916 peers)
- +9.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Presbyterian Medical Services Discretionary Contribution Plan's outsized position by total assets
Presbyterian Medical Services Discretionary Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,986,829 Top 19% higher than 81% 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 Medical Services Discretionary Contribution Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Presbyterian Medical Services Discretionary Contribution Plan sits mid-pack in the medium band (996 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Presbyterian Medical Services Discretionary Contribution Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Presbyterian Medical Services Discretionary Contribution Plan end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Presbyterian Medical Services Discretionary Contribution Plan reported participants fell from 1,015 in the plan year 2023 filing to 996 in the plan year 2024 filing.
DOL schedule card
Filing strip 850206810 · Presbyterian Medical Services PY 2024 · Profit Sharing
Presbyterian Medical Services Discretionary Contribution Plan · $38M · 996 · 81st
- IND $38M
- IND 996
- IND 81st
- IND Profit Sharing
- IND near Messer Construction Co. Hourly Employees' Retirement Plan
- IND ind #14124
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 Medical Services Discretionary Contribution Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 850206810 |
| Plan Effective Date | 1970-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Presbyterian Medical Services)
Sponsor-wide plan assets over time
All Presbyterian Medical Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 25.153643121760442% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 989 | $30M |
| 2023 | 1 | 1,015 | $35M |
| 2024 | 1 | 996 | $38M |
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 $531M · 11,854
- Santa Fe Preparatory School DC Retirement Plan $18M · 129
- Medinatura, Inc. Retirement Plan $15M · 31
- T & R Market Profit Sharing Plan $13M · 91
- Bosque School Defined Contribution Retirement Plan $12M · 103
Presbyterian Medical Services Discretionary Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Mexico, the nearest Profit Sharing by assets is Messer Construction Co. Hourly Employees' Retirement Plan in OH ($38M); by covered participants it is Section 403(b) Retirement Plan for Project Renewal Inc. in NY (997 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (996 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.