401(k) · DOL Form 5500 · 2023
Baptist Healthcare System, Inc. 401(k) Plan
Data updated 2026-08-25
- $646M
- Total assets Above avg plan size
- 21,825
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $29,608
- Avg per participant Low balance/head
Official DOL plan name: Baptist Health 401(k) Plan · Sponsored by Baptist Healthcare System, Inc. · Kentucky · Healthcare & Social Assistance
$646M in assets, 21,825 participants
Baptist Healthcare System, Inc.'s Baptist Health 401(k) Plan reported $646M in total assets and 21,825 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,339 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Baptist Health 401(k) Plan covers 21,825 participants in Kentucky, 34x the typical Kentucky plan (state average ~647 per filing). Assets: $646M.
- #17,339
- in Healthcare & Social Assistance (17,684 peers)
- +43.1%
- assets growth YoY
- 6.5×
- vs typical plan assets (national mean)
Baptist Health 401(k) Plan's outsized position by total assets
Baptist Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$646,191,273 Top 2% higher than 98% 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 401(k) 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 401(k) Plan is a mega filing (21,825 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baptist Health 401(k) Plan reported net income rose from $47M in the plan year 2022 filing to $195M in the plan year 2023 filing.
- Baptist Health 401(k) Plan end-of-year assets rose from $452M in the plan year 2022 filing to $646M in the plan year 2023 filing.
- Baptist Health 401(k) Plan reported participants rose from 15,394 in the plan year 2022 filing to 21,825 in the plan year 2023 filing.
DOL schedule card
Filing strip 610444707 · Baptist Healthcare System, Inc. PY 2023 · 401(k)
Baptist Health 401(k) Plan · $646M · 21,825 · 98th
- PHOTO $646M
- PHOTO 21,825
- PHOTO 98th
- PHOTO 401(k)
- PHOTO near Erm - US Salary Deferral Plan
- PHOTO ind #17339
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 Kentucky →
Baptist Health 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $452M |
|---|---|
| Net Assets (End of Year) | $646M |
| Net Income | $195M |
| Employer EIN | 610444707 |
| Plan Effective Date | 1993-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baptist Healthcare System, Inc.)
Sponsor-wide plan assets over time
All Baptist Healthcare System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 31.58168649572181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 37,280 | $1.5B |
| 2023 | 3 | 22,714 | $1.8B |
| 2024 | 3 | 16,859 | $2.0B |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Scale composition for Baptist Health 401(k) Plan
Baptist Health 401(k) Plan reports $646M in end-of-year assets across 21,825 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $29,608 per participant (21% of the national average assets-per-participant) . Net income for plan year 2023 was $195M.
This plan identity (EIN 610444707, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $452M to $852M (+88.7%) while covered participants moved from 15,394 to 16,771 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,394 | $452M | Open filing |
| 2023 | 21,825 | $646M | This page |
| 2024 · index core | 16,771 | $852M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Baptist Health 401(k) Plan (401(k), $852M, 16,771 participants)
Baptist Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Erm - US Salary Deferral Plan in PA ($646M); by covered participants it is Life Care Centers of America, Inc. 401(k) Savings Plan in TN (21,848 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($646M here).
- Erm - US Salary Deferral Plan (PA) $646M · 2,222
- Exact Sciences Corporation 401(k) Plan (WI) $646M · 5,918
- Premier Healthcare Solutions, Inc. Retirement Savings Plan (NC) $645M · 2,775
- My 401(k) Plan (MA) $647M · 1,348
Similar participant headcount
Nearest other-state filings by covered participants (21,825 participants); asset peers above are excluded.
- Life Care Centers of America, Inc. 401(k) Savings Plan (TN) 21,848 · 23 off
- Tpusa 401(k) Plan (UT) 21,793 · 32 off
- Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan (MA) 21,791 · 34 off
- The Sci 401(k) Retirement Savings Plan (TX) 21,872 · 47 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.