Other · DOL Form 5500 · 2022
Baptist Healthcare System, Inc. Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 21,780
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $49,148
- Avg per participant Low balance/head
Official DOL plan name: Baptist Health Thrift Plan · Sponsored by Baptist Healthcare System, Inc. · Kentucky · Healthcare & Social Assistance
$1.1B in assets, 21,780 participants
Baptist Healthcare System, Inc.'s Baptist Health Thrift Plan reported $1.1B in total assets and 21,780 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.
- #19,898 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Baptist Health Thrift Plan covers 21,780 participants in Kentucky, 34x the typical Kentucky plan (state average ~647 per filing). Assets: $1.1B.
- #19,898
- in Healthcare & Social Assistance (20,060 peers)
- -24.9%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $354M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baptist Health Thrift Plan's outsized position by total assets
Baptist Health Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,070,436,561 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 Thrift 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 Thrift Plan is a mega filing (21,780 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 610444707 · Baptist Healthcare System, Inc. PY 2022 · Other
Baptist Health Thrift Plan · $1.1B · 21,780 · 99th
- BOOK $1.1B
- BOOK 21,780
- BOOK 99th
- BOOK Other
- BOOK near New York University Supplemental Tax Deferred Annuity Plan
- BOOK ind #19898
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 Kentucky →
Baptist Health Thrift Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$354M |
| Employer EIN | 610444707 |
| Plan Effective Date | 1993-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baptist Healthcare System, Inc.)
Sponsor-wide plan assets over time
All Baptist Healthcare System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 31.58168649572181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 37,280 | $1.5B |
| 2023 | 3 | 22,714 | $1.8B |
| 2024 | 3 | 16,859 | $2.0B |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Emh Retirement Savings Plan $156M · 1,630
- Appalachian Regional Healthcare, Inc. Thrift Plan $148M · 4,334
Scale composition for Baptist Health Thrift Plan
Baptist Health Thrift Plan reports $1.1B in end-of-year assets across 21,780 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $49,148 per participant (36% of the national average assets-per-participant) . Net income for plan year 2022 was -$354M.
This plan identity (EIN 610444707, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.2B (+8.0%) while covered participants moved from 21,780 to N/A . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,780 | $1.1B | This page |
| 2023 | 790 | $1.1B | Open filing |
| 2024 | N/A | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Baptist Health 401(k) Plan (401(k), $852M, 16,771 participants)
Baptist Health Thrift Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is New York University Supplemental Tax Deferred Annuity Plan in NY ($1.1B); by covered participants it is Mainehealth 403(b) Retirement Plan in ME (21,547 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- New York University Supplemental Tax Deferred Annuity Plan (NY) $1.1B · 6,209
- University of Wisconsin Medical Foundation Physicians Retirement Plan (WI) $1.1B · 1,679
- Henry Ford Health System Heritage 403(b) Plan (MI) $1.1B · 17,067
- Depaul University 403(b) Retirement Plan (IL) $1.1B · 4,920
Similar participant headcount
Nearest other-state filings by covered participants (21,780 participants); asset peers above are excluded.
- Mainehealth 403(b) Retirement Plan (ME) 21,547 · 233 off
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan (NY) 21,395 · 385 off
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) 21,353 · 427 off
- Prisma Health 401(a) Plan (SC) 21,288 · 492 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.