Defined Benefit (Pension) · DOL Form 5500 · 2023

Baptist Health System, Inc. Pension Plan

Data updated 2026-08-25

$546M
Total assets Above avg plan size
923
Participants Near avg headcount
98th
Percentile by assets National rank
$591,967
Avg per participant High balance/head
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Official DOL plan name: Baptist Health System Retirement Plan · Sponsored by Baptist Health System, Inc. · Florida · Healthcare & Social Assistance

$546M in assets, 923 participants

Baptist Health System, Inc.'s Baptist Health System Retirement Plan reported $546M in total assets and 923 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.

  • #17,285 in Healthcare & Social Assistance (17,684 peers)

Where Baptist Health System Retirement Plan sits by assets

Baptist Health System Retirement Plan sits in the top 5% of all filed plans by assets, $546M for 923 participants (~$591,967/participant), up 6.1% in 2023.

#17,285
in Healthcare & Social Assistance (17,684 peers)
+6.1%
assets growth YoY
5.5×
vs typical plan assets (national mean)

Baptist Health System Retirement Plan's outsized position by total assets

Baptist Health System Retirement Plan vs every filed plan by assets

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

$546,385,095 Top 2% higher than 98% 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 Health System Retirement 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 System Retirement Plan sits mid-pack in the medium band (923 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baptist Health System Retirement Plan reported net income rose from -$124M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Baptist Health System Retirement Plan reported participants fell from 1,026 in the plan year 2022 filing to 923 in the plan year 2023 filing.
  • Baptist Health System Retirement Plan end-of-year assets rose from $515M in the plan year 2022 filing to $546M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592487136 · Baptist Health System, Inc. PY 2023 · Defined Benefit (Pension)

Baptist Health System Retirement Plan · $546M · 923 · 98th

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  • BOOK near Meritor, Inc. Retirement Plan
  • BOOK ind #17285

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 System Retirement Plan in the asset neighbourhood

Atmos Energy Corporation Pension Account PlanAtmos Energy Corporation Pen…$547MBaptist Health System Retirement PlanBaptist Health System Retire…$546MMeritor, Inc. Retirement Plan$546MBeth Israel Lahey Health Defined Benefit Plan IIBeth Israel Lahey Health Def…$546MLegacy Chrysler Financial Employee Pension PlanLegacy Chrysler Financial Em…$546M
End-of-year total assets ($M) among Baptist Health System Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$515M
Net Assets (End of Year)$546M
Net Income$31M
Employer EIN592487136
Plan Effective Date1957-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Health System, Inc.)

Sponsor-wide plan assets over time

All Baptist Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 18.604898191772595% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.11B $1.31B ▲ +18.0%
Year Plans Participants Total Assets
2022 2 12,245 $1.1B
2023 2 13,234 $1.3B
2024 2 10,709 $1.3B

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Baptist Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. 050001000015000 0246810 Total assets ($B) Participants Baptist Health System Retirement Plan, Total assets ($B): 0.546385095 · Participants: 923Baptist Health System Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Baptist Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Baptist Health System Retirement Plan side-by-side with 3 peers →

Baptist Health System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Meritor, Inc. Retirement Plan in IN ($546M); by covered participants it is Cooper Tire & Rubber Company Spectrum Retirement Plan in OH (923 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($546M here).

Similar participant headcount

Nearest other-state filings by covered participants (923 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 Health System Retirement Plan assets move in 2023? ▼
Baptist Health System Retirement Plan grew at a solid clip - up 6.1% during 2023, from $515M to $546M. Reported net income was $31M.
How have Baptist Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baptist Health System, Inc.'s sponsor-wide assets grew 18.6%, from $1.1B to $1.3B.
Where does Baptist Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Baptist Health System Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Baptist Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meritor, Inc. Retirement Plan in IN ($546M, 639 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baptist Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cooper Tire & Rubber Company Spectrum Retirement Plan in OH (923 participants, $5M 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 592487136.

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.