Profit Sharing · DOL Form 5500 · 2024
Presbyterian Medical Services Profit Sharing Plan
Data updated 2026-07-24
- $38M
- Total assets
- 996
- Participants
- 81st
- Percentile by assets
- $38,139
- Avg per participant
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.
- 81st percentile by assets (of 116,472 plans)
Coverage in New Mexico
Presbyterian Medical Services Discretionary Contribution Plan covers 996 participants in New Mexico, 2.8x the typical New Mexico plan (state average ~362 per filing). Assets: $38M.
- $38M
- total plan assets (2024 EOY)
- 996
- covered participants
- 81st
- percentile by assets (of 116,472 plans)
- $38,139
- avg assets per participant
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.
Participants vs New Mexico filers
In New Mexico, the average filing covers about 362 participants across 432 plans. Presbyterian Medical Services Discretionary Contribution Plan reports 996 participants - 2.8x that state average ($38M EOY assets).
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)
| 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 Medical Services Discretionary Contribution Plan vs. nearby Profit Sharing plans in New Mexico, assets vs. participants
- Presbyterian Healthcare Services 401(a) Plan $531M · 11,854
- 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 Medical Services Discretionary Contribution Plan by total assets, not by location.
- Messer Construction Co. Hourly Employees' Retirement Plan (OH) $38M · 651
- The Heritage Foundation Retirement Plan (DC) $38M · 279
- Sheet Metal Workers Local Union No.71 Annuity Fund (NY) $38M · 389
- Artis Naples, Inc. Retirement Plan (FL) $38M · 358
Frequently Asked Questions
How did Presbyterian Medical Services Discretionary Contribution Plan assets move in 2024? ▼
How have Presbyterian Medical Services plan assets changed over time? ▼
Where does Presbyterian Medical Services Discretionary Contribution Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Presbyterian Medical Services Discretionary Contribution Plan? ▼
Next read for Presbyterian Medical Services Discretion…
Filing takeaways
Ways to act on Presbyterian Medical Services Discretionary Contribution Plan's numbers.
- By total assets, Presbyterian Medical Services Discretionary Contribution Plan ranks in the top quartile 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 Medical Services's sponsor-wide assets have grown 25.2% 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 850206810.
Read our methodology - how this data is sourced, computed, and verified.