Other · DOL Form 5500 · 2022
Wake Forest University Baptist Medical Center Retirement Plan
Data updated 2026-08-25
- $2.7B
- Total assets Very large vs avg
- 20,031
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $133,597
- Avg per participant Near avg balance/head
Official DOL plan name: Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan · Sponsored by Wake Forest University Baptist Medical Center · North Carolina · Healthcare & Social Assistance
$2.7B in assets, 20,031 participants
Wake Forest University Baptist Medical Center's Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan reported $2.7B in total assets and 20,031 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,008 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan covers 20,031 participants in North Carolina, 24x the typical North Carolina plan (state average ~819 per filing). Assets: $2.7B.
- #20,008
- in Healthcare & Social Assistance (20,060 peers)
- -11.8%
- assets change YoY
- 27×
- vs typical plan assets (national mean)
The plan reported a net loss of $357M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan's outsized position by total assets
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,676,072,314 Highest reported value at or above every one 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
Wake Forest Baptist Medical Center 403(b) Retirement 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. Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan is a mega filing (20,031 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 510190238 · Wake Forest University Baptist Medical Center PY 2022 · Other
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan · $2.7B · 20,031 · 100th
- VS-ST $2.7B
- VS-ST 20,031
- VS-ST 100th
- VS-ST Other
- VS-ST near Sentara 403(b) Savings Plan
- VS-ST ind #20008
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 North Carolina →
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $3.0B |
|---|---|
| Net Assets (End of Year) | $2.7B |
| Net Income | -$357M |
| Employer EIN | 510190238 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wake Forest University Baptist Medical Center)
Sponsor-wide plan assets over time
All Wake Forest University Baptist Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.6B 36.12190272074987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,031 | $2.7B |
| 2023 | 1 | 18,961 | $3.2B |
| 2024 | 1 | 19,745 | $3.6B |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
- Firsthealth of the Carolinas, Inc. Matching Savings Plan $328M · 5,217
Scale composition for Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan reports $2.7B in end-of-year assets across 20,031 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $133,597 per participant (97% of the national average assets-per-participant) . Net income for plan year 2022 was -$357M.
This plan identity (EIN 510190238, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.6B (+36.1%) while covered participants moved from 20,031 to 19,745 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,031 | $2.7B | This page |
| 2023 | 18,961 | $3.2B | Open filing |
| 2024 · index core | 19,745 | $3.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (Other, $3.6B, 19,745 participants)
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Sentara 403(b) Savings Plan in VA ($2.7B); by covered participants it is Greater Pennsylvania Carpenters' Annuity and Savings Fund in PA (19,960 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.7B here).
- Sentara 403(b) Savings Plan (VA) $2.7B · 26,421
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) $2.5B · 39,740
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B (MD) $2.5B · 8,736
- Boston University Retirement Plan (MA) $2.5B · 8,045
Similar participant headcount
Nearest other-state filings by covered participants (20,031 participants); asset peers above are excluded.
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) 19,960 · 71 off
- Stanford Health Care Retirement Savings Plan (CA) 20,237 · 206 off
- Carpenters & Joiners Defined Contribution Plan (MN) 20,332 · 301 off
- Sharpsaver Defined Contribution Plan (CA) 19,079 · 952 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.