401(k) · DOL Form 5500 · 2022

Baptist Health System 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
189
Participants Below avg headcount
57th
Percentile by assets National rank
$35,400
Avg per participant Low balance/head
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Official DOL plan name: Baptist Health System Retirement Plan · Sponsored by Baptist Health System · New York · Healthcare & Social Assistance

$7M in assets, 189 participants

Baptist Health System's Baptist Health System Retirement Plan reported $7M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,551 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Baptist Health System Retirement Plan covers 189 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $7M.

#12,551
in Healthcare & Social Assistance (20,060 peers)
-19.4%
assets change YoY

The plan reported a net loss of $2M 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 mid-pack asset rank among Healthcare & Social Assistance and all filers

Baptist Health System Retirement Plan vs every filed plan by assets

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

$6,690,603 Top 43% higher than 57% 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 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baptist Health System Retirement Plan sits mid-pack in the medium band (189 participants).

Form 5500 schedule snapshot

Filing strip 311566685 · Baptist Health System PY 2022 · 401(k)

Baptist Health System Retirement Plan · $7M · 189 · 57th

  • TYPE $7M
  • NET 189
  • BOOK 57th
  • VS-ST 401(k)
  • BOY near Lincoln Gustafson & Cercos Profit Sharing Plan
  • SCH ind #12551

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 New York →

Baptist Health System Retirement Plan in the asset neighbourhood

Baptist Health System Retirement PlanBaptist Health System Retire…$7MLincoln Gustafson & Cercos Profit Sharing PlanLincoln Gustafson & Cercos P…$7MDrs. Hecht, Bass and Rosen, P.a. Section 401(k) PlanDrs. Hecht, Bass and Rosen, …$7MStandley Systems, LLC Profit Sharing/401(k) PlanStandley Systems, LLC Profit…$7MThe Thornhill Companies 401(k) PlanThe Thornhill Companies 401(…$7M
End-of-year total assets ($M) among Baptist Health System Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN311566685
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Health System)

Sponsor-wide plan assets over time

All Baptist Health System plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.068892744047137% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 20222024 $6.69M $5.21M ▼ -22.1%
Year Plans Participants Total Assets
2022 1 189 $7M
2024 1 174 $5M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Baptist Health System Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Baptist Health System Retirement Plan, Total assets ($B): 0.006690603 · Participants: 189Baptist Health System Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Baptist Health System Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Baptist Health System Retirement Plan side-by-side with 3 peers →

Baptist Health System Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lincoln Gustafson & Cercos Profit Sharing Plan in CA ($7M); by covered participants it is Tuftco Corporation 401(k) Plan in TN (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 $8M to $7M. Reported net income was -$2M.
How have Baptist Health System plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Baptist Health System's sponsor-wide assets declined 22.1%, from $7M to $5M.
Which 401(k) plans are similar in size to Baptist Health System Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lincoln Gustafson & Cercos Profit Sharing Plan in CA ($7M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Baptist Health System Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tuftco Corporation 401(k) Plan in TN (189 participants, $5M 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 311566685.

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.