Defined Benefit (Pension) · DOL Form 5500 · 2024
Presbyterian Healthcare Services Pension Plan
Data updated 2026-08-25
- $261M
- Total assets Near avg plan size
- 713
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $365,648
- Avg per participant High balance/head
Official DOL plan name: Presbyterian Healthcare Services Employees' Pension Plan II · Sponsored by Presbyterian Healthcare Services · New Mexico · Healthcare & Social Assistance
$261M in assets, 713 participants
Presbyterian Healthcare Services's Presbyterian Healthcare Services Employees' Pension Plan II reported $261M in total assets and 713 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,182 in Healthcare & Social Assistance (16,916 peers)
Where Presbyterian Healthcare Services Employees' Pension Plan II sits by assets
Presbyterian Healthcare Services Employees' Pension Plan II sits in the top 5% of all filed plans by assets, $261M for 713 participants (~$365,648/participant), up 5.2% in 2024.
- #16,182
- in Healthcare & Social Assistance (16,916 peers)
- +5.2%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Presbyterian Healthcare Services Employees' Pension Plan II's outsized position by total assets
Presbyterian Healthcare Services Employees' Pension Plan II vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$260,707,301 Top 5% higher than 95% 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 Employees' Pension Plan II 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 Healthcare Services Employees' Pension Plan II sits mid-pack in the medium band (713 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Presbyterian Healthcare Services Employees' Pension Plan II reported net income rose from -$11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Presbyterian Healthcare Services Employees' Pension Plan II reported participants fell from 814 in the plan year 2023 filing to 713 in the plan year 2024 filing.
- Presbyterian Healthcare Services Employees' Pension Plan II end-of-year assets rose from $248M in the plan year 2023 filing to $261M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 850105601 · Presbyterian Healthcare Services PY 2024 · Defined Benefit (Pension)
Presbyterian Healthcare Services Employees' Pension Plan II · $261M · 713 · 95th
- EIN $261M
- EIN 713
- EIN 95th
- EIN Defined Benefit (Pension)
- EIN near Emory Healthcare, Inc. Retirement Plan
- EIN ind #16182
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 Employees' Pension Plan II in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $248M |
|---|---|
| Net Assets (End of Year) | $229M |
| Net Income | $8M |
| Employer EIN | 850105601 |
| Plan Effective Date | 2018-12-01 |
| 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 Defined Benefit (Pension) Plans in New Mexico
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Ntess Retirement Income Plan $6.2B · 3,323
- Triad Defined Benefit Pension Plan $5.6B · 2,018
- Pnm Resources Inc. Employees' Retirement Plan $380M · 133
- Waste Isolation Pilot Plant Pension Plan $233M · 1,041
- Sunward Federal Credit Union Employees' Cash Balance Pension Plan $111M · 373
Presbyterian Healthcare Services Employees' Pension Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Mexico, the nearest Defined Benefit (Pension) by assets is Emory Healthcare, Inc. Retirement Plan in GA ($261M); by covered participants it is Cemex, Inc. Pension Plan in TX (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($261M here).
- Emory Healthcare, Inc. Retirement Plan (GA) $261M · 3,235
- Solvay US Companies Pension Plan (NJ) $260M · 514
- Springleaf Financial Services Retirement Plan (IN) $262M · 1,019
- The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation (VA) $260M · 1,094
Similar participant headcount
Nearest other-state filings by covered participants (713 participants); asset peers above are excluded.
- Cemex, Inc. Pension Plan (TX) 713 · 0 off
- IBEW Local No. 82 Pension Plan (PA) 713 · 0 off
- Delta Dental Plan of Michigan, Inc. Retirement Income Plan (MI) 714 · 1 off
- Plumbers Local 9 Pension Plan (NJ) 712 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.