Other · DOL Form 5500 · 2022
Baptist Health South Florida, Inc. Retirement Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 22,860
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $84,170
- Avg per participant Below avg balance/head
Official DOL plan name: Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan · Sponsored by Baptist Health South Florida, Inc. · Florida · Healthcare & Social Assistance
$1.9B in assets, 22,860 participants
Baptist Health South Florida, Inc.'s Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan reported $1.9B in total assets and 22,860 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,982 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan covers 22,860 participants in Florida, 36x the typical Florida plan (state average ~628 per filing). Assets: $1.9B.
- #19,982
- in Healthcare & Social Assistance (20,060 peers)
- -10.4%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $258M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan's outsized position by total assets
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,924,130,807 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan is a mega filing (22,860 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 650267668 · Baptist Health South Florida, Inc. PY 2022 · Other
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan · $1.9B · 22,860 · 99th
- IND $1.9B
- EOY 22,860
- 5500 99th
- ASSETS Other
- PCT near Ohiohealth Retirement Savings Plan 403(b)
- EIN ind #19982
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 Florida →
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$258M |
| Employer EIN | 650267668 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baptist Health South Florida, Inc.)
Sponsor-wide plan assets over time
All Baptist Health South Florida, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 37.202173298114715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 24,020 | $2.1B |
| 2023 | 2 | 26,453 | $2.5B |
| 2024 | 2 | 27,434 | $2.8B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
- University of Miami Supplemental Retirement Annuity Program $689M · 2,383
Scale composition for Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan reports $1.9B in end-of-year assets across 22,860 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.024% of 93,925,755 covered participants) - about $84,170 per participant (61% of the national average assets-per-participant) . Net income for plan year 2022 was -$258M.
This plan identity (EIN 650267668, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.7B (+38.4%) while covered participants moved from 22,860 to 26,141 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,860 | $1.9B | This page |
| 2023 | 25,214 | $2.3B | Open filing |
| 2024 · index core | 26,141 | $2.7B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (Other, $2.7B, 26,141 participants)
- Baptist Health Enterprises, Inc. 401(k) Employee Retirement Plan (401(k), $163M, 1,293 participants)
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Ohiohealth Retirement Savings Plan 403(b) in OH ($1.9B); by covered participants it is Geisinger System Services Tax Sheltered Annuity Program in PA (22,777 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- Ohiohealth Retirement Savings Plan 403(b) (OH) $1.9B · 28,462
- Cornell University Tax-Deferred Annuity Plan (NY) $1.9B · 12,687
- Northeastern University Retirement Plan (MA) $1.9B · 9,310
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) $2.0B · 28,126
Similar participant headcount
Nearest other-state filings by covered participants (22,860 participants); asset peers above are excluded.
- Geisinger System Services Tax Sheltered Annuity Program (PA) 22,777 · 83 off
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) 22,661 · 199 off
- University of Southern California Tax-Deferred Annuity Plan (CA) 22,632 · 228 off
- The Driscoll Children's Health Employer Matching and Retirement Plan (TX) 23,190 · 330 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.