Defined Benefit (Pension) · DOL Form 5500 · 2024
Presbyterian Healthcare Services Pension Plan
Data updated 2026-07-24
- $261M
- Total assets
- 713
- Participants
- 95th
- Percentile by assets
- $365,648
- Avg per participant
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.
- 95th percentile by assets (of 116,472 plans)
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.
- $261M
- total plan assets (2024 EOY)
- 713
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $365,648
- avg assets per participant
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.
Presbyterian Healthcare Services Employees' Pension Plan II vs the 2024 asset distribution
By assets, Presbyterian Healthcare Services Employees' Pension Plan II outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.6x the national average plan size of $100M (730 average participants).
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)
| 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.
Presbyterian Healthcare Services Employees' Pension Plan II vs. nearby Defined Benefit (Pension) plans in New Mexico, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Presbyterian Healthcare Services Employees' Pension Plan II by total assets, not by location.
- 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
Frequently Asked Questions
How did Presbyterian Healthcare Services Employees' Pension Plan II assets move in 2024? ▼
How have Presbyterian Healthcare Services plan assets changed over time? ▼
Where does Presbyterian Healthcare Services Employees' Pension Plan II rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Presbyterian Healthcare Services Employees' Pension Plan II? ▼
Next read for Presbyterian Healthcare Services Employe…
Scale reading
Ways to act on Presbyterian Healthcare Services Employees' Pension Plan II's numbers.
- By total assets, Presbyterian Healthcare Services Employees' Pension Plan II ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Mexico. Compare plans
- Presbyterian Healthcare Services's sponsor-wide assets have grown 31.5% 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 850105601.
Read our methodology - how this data is sourced, computed, and verified.