Other · DOL Form 5500 · 2023
Baptist Health Care Corporation Retirement Plan
Data updated 2026-08-25
- $261M
- Total assets Near avg plan size
- 5,220
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $49,988
- Avg per participant Low balance/head
Official DOL plan name: Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan · Sponsored by Baptist Health Care Corporation · Florida · Healthcare & Social Assistance
$261M in assets, 5,220 participants
Baptist Health Care Corporation's Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan reported $261M in total assets and 5,220 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #16,998 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan covers 5,220 participants in Florida, 8.3x the typical Florida plan (state average ~628 per filing). Assets: $261M.
- #16,998
- in Healthcare & Social Assistance (17,684 peers)
- +18.2%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan's outsized position by total assets
Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$260,936,414 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan lands in the large band (5,220 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan reported net income rose from -$37M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan end-of-year assets rose from $221M in the plan year 2022 filing to $261M in the plan year 2023 filing.
- Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan reported participants rose from 4,910 in the plan year 2022 filing to 5,220 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 592425151 · Baptist Health Care Corporation PY 2023 · Other
Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan · $261M · 5,220 · 96th
- PCT $261M
- PCT 5,220
- PCT 96th
- PCT Other
- PCT near Rutland Regional Health Services Retirement Savings Plan
- PCT ind #16998
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 Care Corporation and Affiliates Retirement Savings 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $221M |
|---|---|
| Net Assets (End of Year) | $261M |
| Net Income | $40M |
| Employer EIN | 592425151 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baptist Health Care Corporation)
Sponsor-wide plan assets over time
All Baptist Health Care Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $298M 34.98959458785494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,910 | $221M |
| 2023 | 1 | 5,220 | $261M |
| 2024 | 1 | 5,090 | $298M |
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 $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Scale composition for Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan
Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan reports $261M in end-of-year assets across 5,220 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $49,988 per participant (36% of the national average assets-per-participant) . Net income for plan year 2023 was $40M.
This plan identity (EIN 592425151, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $221M to $298M (+35.0%) while covered participants moved from 4,910 to 5,090 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,910 | $221M | Open filing |
| 2023 | 5,220 | $261M | This page |
| 2024 · index core | 5,090 | $298M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Baptist Health Care, Inc. Retirement Savings 403(b) Plan (Other, $298M, 5,090 participants)
Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Rutland Regional Health Services Retirement Savings Plan in VT ($260M); by covered participants it is University Health System, Inc. 403(b) Plan in TN (5,227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($261M here).
- Rutland Regional Health Services Retirement Savings Plan (VT) $260M · 1,787
- San Diego State University Foundation Defined Contribution Retirement Plan (CA) $262M · 2,948
- Berklee College of Music, Inc. 403(b) Retirement Savings Plan (MA) $266M · 1,028
- The Brooklyn Hospital Center 403b Retirement Plan (NY) $255M · 2,085
Similar participant headcount
Nearest other-state filings by covered participants (5,220 participants); asset peers above are excluded.
- University Health System, Inc. 403(b) Plan (TN) 5,227 · 7 off
- Monument Health, Inc. 403(b) Plan (SD) 5,203 · 17 off
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) 5,197 · 23 off
- Hartford Healthcare 403(b)Plan (CT) 5,192 · 28 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.