Other · DOL Form 5500 · 2023
Baptist Health Retirement Plan
Data updated 2026-08-25
- $376M
- Total assets Above avg plan size
- 10,987
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $34,255
- Avg per participant Low balance/head
Official DOL plan name: Baptist Health 403(b) Plan · Sponsored by Baptist Health · Arkansas · Healthcare & Social Assistance
$376M in assets, 10,987 participants
Baptist Health's Baptist Health 403(b) Plan reported $376M in total assets and 10,987 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,159 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arkansas
Baptist Health 403(b) Plan covers 10,987 participants in Arkansas, 3.9x the typical Arkansas plan (state average ~2,784 per filing). Assets: $376M.
- #17,159
- in Healthcare & Social Assistance (17,684 peers)
- +22.1%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Baptist Health 403(b) Plan's outsized position by total assets
Baptist Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$376,362,089 Top 3% higher than 97% 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 403(b) Plan's mega-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 403(b) Plan is a mega filing (10,987 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baptist Health 403(b) Plan reported net income rose from -$57M in the plan year 2022 filing to $68M in the plan year 2023 filing.
- Baptist Health 403(b) Plan end-of-year assets rose from $308M in the plan year 2022 filing to $376M in the plan year 2023 filing.
- Baptist Health 403(b) Plan reported participants rose from 10,693 in the plan year 2022 filing to 10,987 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 710236856 · Baptist Health PY 2023 · Other
Baptist Health 403(b) Plan · $376M · 10,987 · 97th
- BOOK $376M
- BOOK 10,987
- BOOK 97th
- BOOK Other
- BOOK near Capital Health System Retirement Savings & Investment Plan
- BOOK ind #17159
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 Arkansas →
Baptist Health 403(b) Plan in the asset neighbourhood
Arkansas filing particulars
| Total Assets (Beginning of Year) | $308M |
|---|---|
| Net Assets (End of Year) | $376M |
| Net Income | $68M |
| Employer EIN | 710236856 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baptist Health)
Sponsor-wide plan assets over time
All Baptist Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 42.52179984163632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,386 | $707M |
| 2023 | 2 | 21,974 | $844M |
| 2024 | 2 | 22,214 | $1.0B |
Nearby Other Plans in Arkansas
Peer Other plans, same state, same plan type, ranked by total assets.
- Arkansas Children's Retirement Plan $392M · 4,803
- Harding University Defined Contribution Retirement Plan $189M · 693
- Hendrix College Defined Contribution Retirement Plan $95M · 483
- Winrock International Institute for Agricultural Development Defined Contribution Plan $85M · 241
- Baxter Regional Medical Center 403(b) Pension Plan $78M · 1,633
Scale composition for Baptist Health 403(b) Plan
Baptist Health 403(b) Plan reports $376M in end-of-year assets across 10,987 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $34,255 per participant (25% of the national average assets-per-participant) . Net income for plan year 2023 was $68M.
This plan identity (EIN 710236856, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $308M to $444M (+44.0%) while covered participants moved from 10,693 to 11,107 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,693 | $308M | Open filing |
| 2023 | 10,987 | $376M | This page |
| 2024 · index core | 11,107 | $444M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Baptist Health 401(a) Plan (401(k), $563M, 11,107 participants)
- Baptist Health 403(b) Plan (Other, $444M, 11,107 participants)
Baptist Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arkansas, the nearest Other by assets is Capital Health System Retirement Savings & Investment Plan in NJ ($377M); by covered participants it is Cedars-Sinai Health System 403b Retirement Plan in CA (10,989 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($376M here).
- Capital Health System Retirement Savings & Investment Plan (NJ) $377M · 5,717
- Tift Regional Health System 403(b) Plan (GA) $376M · 2,657
- University Health System, Inc. 403(b) Plan (TN) $374M · 5,227
- Lakeland Regional Medical Center 403(b) Plan (FL) $374M · 6,686
Similar participant headcount
Nearest other-state filings by covered participants (10,987 participants); asset peers above are excluded.
- Cedars-Sinai Health System 403b Retirement Plan (CA) 10,989 · 2 off
- Dartmouth Health 403(b) Plan (NH) 10,995 · 8 off
- Banner Health Employees 403(b) Plan (AZ) 11,018 · 31 off
- Bj's Restaurants, Inc. 401(k) Plan (CA) 11,025 · 38 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.