Other · DOL Form 5500 · 2022
Baptist Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $593M
- Total assets Above avg plan size
- 11,219
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $52,843
- Avg per participant Low balance/head
Official DOL plan name: Baptist Health System, Inc. Matched Savings Plan · Sponsored by Baptist Health System, Inc. · Florida · Healthcare & Social Assistance
$593M in assets, 11,219 participants
Baptist Health System, Inc.'s Baptist Health System, Inc. Matched Savings Plan reported $593M in total assets and 11,219 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.
- #19,738 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
Baptist Health System, Inc. Matched Savings Plan covers 11,219 participants in Florida, 18x the typical Florida plan (state average ~628 per filing). Assets: $593M.
- #19,738
- in Healthcare & Social Assistance (20,060 peers)
- -14.0%
- assets change YoY
- 5.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $96M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baptist Health System, Inc. Matched Savings Plan's outsized position by total assets
Baptist Health System, Inc. Matched Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$592,840,265 Top 2% higher than 98% 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 System, Inc. Matched Savings 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 System, Inc. Matched Savings Plan is a mega filing (11,219 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 592487136 · Baptist Health System, Inc. PY 2022 · Other
Baptist Health System, Inc. Matched Savings Plan · $593M · 11,219 · 98th
- VS-ST $593M
- VS-ST 11,219
- VS-ST 98th
- VS-ST Other
- VS-ST near City of Hope National Medical Center Tax-Deferred Annuity Plan
- VS-ST ind #19738
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, Inc. Matched Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $689M |
|---|---|
| Net Assets (End of Year) | $593M |
| Net Income | -$96M |
| Employer EIN | 592487136 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,245 | $1.1B |
| 2023 | 2 | 13,234 | $1.3B |
| 2024 | 2 | 10,709 | $1.3B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- 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
Scale composition for Baptist Health System, Inc. Matched Savings Plan
Baptist Health System, Inc. Matched Savings Plan reports $593M in end-of-year assets across 11,219 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $52,843 per participant (38% of the national average assets-per-participant) . Net income for plan year 2022 was -$96M.
This plan identity (EIN 592487136, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $593M to $783M (+32.0%) while covered participants moved from 11,219 to 9,896 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,219 | $593M | This page |
| 2023 | 12,311 | $710M | Open filing |
| 2024 · index core | 9,896 | $783M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Baptist Health System, Inc. Matched Savings Plan (401(k), $783M, 9,896 participants)
- Baptist Health System Retirement Plan (Defined Benefit (Pension), $531M, 813 participants)
Baptist Health System, Inc. Matched Savings Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is City of Hope National Medical Center Tax-Deferred Annuity Plan in CA ($591M); by covered participants it is 403(b) Retirement Savings Plan for Integris Health, Inc. in OK (11,261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($593M here).
- City of Hope National Medical Center Tax-Deferred Annuity Plan (CA) $591M · 7,898
- The Mary Imogene Bassett Hospital Retirement Plan (NY) $591M · 3,521
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) $595M · 6,492
- Centra Health Matching Tax Deferred Savings Plan (VA) $595M · 6,854
Similar participant headcount
Nearest other-state filings by covered participants (11,219 participants); asset peers above are excluded.
- 403(b) Retirement Savings Plan for Integris Health, Inc. (OK) 11,261 · 42 off
- Yale University Retirement Account Plan (CT) 11,281 · 62 off
- Presbyterian Healthcare Services 403(b) Plan (NM) 11,300 · 81 off
- Board of Electrical Workers Local #26 I.a. Individual Account Plan (MD) 11,128 · 91 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.