Defined Benefit (Pension) · DOL Form 5500 · 2022

Baptist Health System, Inc. Pension Plan

Data updated 2026-08-25

$515M
Total assets Above avg plan size
1,026
Participants Near avg headcount
98th
Percentile by assets National rank
$502,119
Avg per participant High balance/head
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Official DOL plan name: Baptist Health System Retirement Plan · Sponsored by Baptist Health System, Inc. · Florida · Healthcare & Social Assistance

$515M in assets, 1,026 participants

Baptist Health System, Inc.'s Baptist Health System Retirement Plan reported $515M in total assets and 1,026 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,683 in Healthcare & Social Assistance (20,060 peers)

Where Baptist Health System Retirement Plan sits by assets

Baptist Health System Retirement Plan sits in the top 5% of all filed plans by assets, $515M for 1,026 participants (~$502,119/participant), down 19.4% in 2022.

#19,683
in Healthcare & Social Assistance (20,060 peers)
-19.4%
assets change YoY
5.2×
vs typical plan assets (national mean)

The plan reported a net loss of $124M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baptist Health System Retirement Plan's outsized position by total assets

Baptist Health System Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$515,173,968 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Baptist Health System Retirement Plan's large-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 System Retirement Plan lands in the large band (1,026 participants).

DOL schedule card

Filing strip 592487136 · Baptist Health System, Inc. PY 2022 · Defined Benefit (Pension)

Baptist Health System Retirement Plan · $515M · 1,026 · 98th

  • SCH $515M
  • EBSA 1,026
  • PART 98th
  • TYPE Defined Benefit (Pension)
  • NET near Kirkland & Ellis LLP 2011 Retirement Plan
  • BOOK ind #19683

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 System Retirement Plan in the asset neighbourhood

Pamcah-Ua Local 675 Pension PlanPamcah-Ua Local 675 Pension …$516MBaptist Health System Retirement PlanBaptist Health System Retire…$515MKirkland & Ellis LLP 2011 Retirement PlanKirkland & Ellis LLP 2011 Re…$515M32bj School Workers Pension Fund32bj School Workers Pension …$515MUnisys Pension Plan 2$513M
End-of-year total assets ($M) among Baptist Health System Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$640M
Net Assets (End of Year)$515M
Net Income-$124M
Employer EIN592487136
Plan Effective Date1957-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Health System, Inc.)

Sponsor-wide plan assets over time

All Baptist Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 18.604898191772595% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.11B $1.31B ▲ +18.0%
Year Plans Participants Total Assets
2022 2 12,245 $1.1B
2023 2 13,234 $1.3B
2024 2 10,709 $1.3B

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Baptist Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02468 Total assets ($B) Participants Baptist Health System Retirement Plan, Total assets ($B): 0.515173968 · Participants: 1026Baptist Health System Retirement PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Baptist Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Baptist Health System Retirement Plan side-by-side with 3 peers →

Baptist Health System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Kirkland & Ellis LLP 2011 Retirement Plan in IL ($515M); by covered participants it is Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates in (1,025 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($515M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,026 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baptist Health System Retirement Plan assets move in 2022? ▼
Baptist Health System Retirement Plan declined sharply - down 19.4% during 2022, from $640M to $515M. Reported net income was -$124M.
How have Baptist Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baptist Health System, Inc.'s sponsor-wide assets grew 18.6%, from $1.1B to $1.3B.
Where does Baptist Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Baptist Health System Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Baptist Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kirkland & Ellis LLP 2011 Retirement Plan in IL ($515M, 707 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baptist Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates in (1,025 participants, $439M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592487136.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.