Other · DOL Form 5500 · 2023
Baptist Healthcare System, Inc. Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 790
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Baptist Health Thrift Plan · Sponsored by Baptist Healthcare System, Inc. · Kentucky · Healthcare & Social Assistance
$1.1B in assets, 790 participants
Baptist Healthcare System, Inc.'s Baptist Health Thrift Plan reported $1.1B in total assets and 790 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,498 in Healthcare & Social Assistance (17,684 peers)
Where Baptist Health Thrift Plan sits by assets
Baptist Health Thrift Plan sits among the largest 1% of all filed plans, $1.1B for 790 participants (~$1.4M/participant), up 4.7% in 2023.
- #17,498
- in Healthcare & Social Assistance (17,684 peers)
- +4.7%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Baptist Health Thrift Plan's outsized position by total assets
Baptist Health Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,121,172,219 Top 1% higher than 99% 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 Thrift 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 Health Thrift Plan sits mid-pack in the medium band (790 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baptist Health Thrift Plan reported net income rose from -$354M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Baptist Health Thrift Plan reported participants fell from 21,780 in the plan year 2022 filing to 790 in the plan year 2023 filing.
- Baptist Health Thrift Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 610444707 · Baptist Healthcare System, Inc. PY 2023 · Other
Baptist Health Thrift Plan · $1.1B · 790 · 99th
- IND $1.1B
- EOY 790
- 5500 99th
- ASSETS Other
- PCT near St. Jude Children's Research Hospital Defined Contribution Retirement Plan
- EIN ind #17498
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 Thrift Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $51M |
| Employer EIN | 610444707 |
| Plan Effective Date | 1993-06-01 |
| 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 Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
- Appalachian Regional Healthcare, Inc. Thrift Plan $160M · 5,921
Baptist Health Thrift Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is St. Jude Children's Research Hospital Defined Contribution Retirement Plan in TN ($1.1B); by covered participants it is 403b Thrift Plan of El Centro Del Barrio in TX (790 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) $1.1B · 6,010
- Loyola University Chicago Defined Contribution Retirement Plan (IL) $1.1B · 2,775
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) $1.1B · 1,883
- Howard University Savings Plan (DC) $1.1B · 6,611
Similar participant headcount
Nearest other-state filings by covered participants (790 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.