Other · DOL Form 5500 · 2023

Baptist Homes of Western Pennsylvania Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
357
Participants Below avg headcount
71st
Percentile by assets National rank
$51,485
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baptist Homes Pension Plan · Sponsored by Baptist Homes of Western Pennsylvania · Pennsylvania · Healthcare & Social Assistance

$18M in assets, 357 participants

Baptist Homes of Western Pennsylvania's Baptist Homes Pension Plan reported $18M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,384 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Baptist Homes Pension Plan covers 357 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.

#13,384
in Healthcare & Social Assistance (17,684 peers)
+5.2%
assets growth YoY

Baptist Homes Pension Plan's outsized position by total assets

Baptist Homes Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,379,978 Top 29% higher than 71% of 127,068 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 2023

Baptist Homes Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baptist Homes Pension Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baptist Homes Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $908K in the plan year 2023 filing.
  • Baptist Homes Pension Plan reported participants fell from 489 in the plan year 2022 filing to 357 in the plan year 2023 filing.
  • Baptist Homes Pension Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251469289 · Baptist Homes of Western Pennsylvania PY 2023 · Other

Baptist Homes Pension Plan · $18M · 357 · 71st

  • IND $18M
  • IND 357
  • IND 71st
  • IND Other
  • IND near Vna of the Treasure Coast 403(b) Plan
  • IND ind #13384

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 Pennsylvania →

Baptist Homes Pension Plan in the asset neighbourhood

Westcoast Children's Clinic, Inc. 403(b) PlanWestcoast Children's Clinic,…$18MDaymark 401(k) Plan$18MBaptist Homes Pension Plan$18MVna of the Treasure Coast 403(b) PlanVna of the Treasure Coast 40…$18M403(b) Thrift Plan of Kanawha Hospice Care, Inc.403(b) Thrift Plan of Kanawh…$18M
End-of-year total assets ($M) among Baptist Homes Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$908K
Employer EIN251469289
Plan Effective Date1989-04-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Homes of Western Pennsylvania)

Sponsor-wide plan assets over time

All Baptist Homes of Western Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$18M 5.277696790249628% vs 2022
2024 filing year
$17M$17.5M$18M$18.5M 202220232024 $17.5M $18.4M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 489 $17M
2023 1 357 $18M
2024 1 369 $18M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Baptist Homes Pension Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Baptist Homes Pension Plan, Total assets ($B): 0.018379978 · Participants: 357Baptist Homes Pension PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Baptist Homes Pension Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Baptist Homes Pension Plan side-by-side with 3 peers →

Baptist Homes Pension Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Vna of the Treasure Coast 403(b) Plan in FL ($18M); by covered participants it is University of Jamestown 403(b) DC Plan in ND (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baptist Homes Pension Plan assets move in 2023? ▼
Baptist Homes Pension Plan grew at a solid clip - up 5.2% during 2023, from $17M to $18M. Reported net income was $908K.
How have Baptist Homes of Western Pennsylvania plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baptist Homes of Western Pennsylvania's sponsor-wide assets grew 5.3%, from $17M to $18M.
Which Other plans are similar in size to Baptist Homes Pension Plan? ▼
Among Other plans in other states, the closest by assets is Vna of the Treasure Coast 403(b) Plan in FL ($18M, 504 participants).
Which Other plans cover a similar participant headcount to Baptist Homes Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Jamestown 403(b) DC Plan in ND (357 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251469289.

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.