Defined Benefit (Pension) · DOL Form 5500 · 2023

Baptist Healthcare System, Inc. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
99
Participants Small participant base
70th
Percentile by assets National rank
$175,807
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Plan for Employees of Baptist Health Richmond · Sponsored by Baptist Healthcare System, Inc. · Kentucky · Healthcare & Social Assistance

$17M in assets, 99 participants

Baptist Healthcare System, Inc.'s Pension Plan for Employees of Baptist Health Richmond reported $17M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,218 in Healthcare & Social Assistance (17,684 peers)

Baptist Healthcare System, Inc. multi-year trail

Baptist Healthcare System, Inc.'s plans moved +31.6% in assets from 2022 to 2024; this filing shows Pension Plan for Employees of Baptist Health Richmond at $17M / 99 participants.

#13,218
in Healthcare & Social Assistance (17,684 peers)
-1.6%
assets change YoY

The plan reported a net loss of $283K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of Baptist Health Richmond's outsized position by total assets

Pension Plan for Employees of Baptist Health Richmond vs every filed plan by assets

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

$17,404,879 Top 30% higher than 70% 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

Pension Plan for Employees of Baptist Health Richmond among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Baptist Health Richmond is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Baptist Health Richmond reported net income rose from -$378K in the plan year 2022 filing to -$283K in the plan year 2023 filing.
  • Pension Plan for Employees of Baptist Health Richmond reported participants fell from 106 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Pension Plan for Employees of Baptist Health Richmond end-of-year assets fell from $18M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610444707 · Baptist Healthcare System, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Baptist Health Richmond · $17M · 99 · 70th

  • EOY $17M
  • EOY 99
  • EOY 70th
  • EOY Defined Benefit (Pension)
  • EOY near Behr Dayton Thermal Products - Iue Pension Agreement
  • EOY ind #13218

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 →

Pension Plan for Employees of Baptist Health Richmond in the asset neighbourhood

Ballard Spahr LLP Cash Balance Pension PlanBallard Spahr LLP Cash Balan…$17MPension Plan for Employees of Baptist Health RichmondPension Plan for Employees o…$17MBehr Dayton Thermal Products - Iue Pension AgreementBehr Dayton Thermal Products…$17MWinpak Portion Packaging, Inc - Pension PlanWinpak Portion Packaging, In…$17MPension Plan for Employees of Lincoln Technical Institute, Inc.Pension Plan for Employees o…$17M
End-of-year total assets ($M) among Pension Plan for Employees of Baptist Health Richmond and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Baptist Healthcare System, Inc. multi-year asset trail

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
$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.54B $2.03B ▲ +31.8%
Year Plans Participants Total Assets
2022 3 37,280 $1.5B
2023 3 22,714 $1.8B
2024 3 16,859 $2.0B

Baptist Healthcare System, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$283K
Employer EIN610444707
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Pension Plan for Employees of Baptist Health Richmond vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Pension Plan for Employees of Baptist Health Richmond, Total assets ($B): 0.017404879 · Participants: 99Pension Plan for Employees of Baptist Health RichmondLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Pension Plan for Employees of Baptist Health Richmond vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Pension Plan for Employees of Baptist Health Richmond side-by-side with 3 peers →

Pension Plan for Employees of Baptist Health Richmond's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Behr Dayton Thermal Products - Iue Pension Agreement in MI ($17M); by covered participants it is Local 1102 Retirement Trust in NY (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Pension Plan for Employees of Baptist Health Richmond assets move in 2023? ▼
Pension Plan for Employees of Baptist Health Richmond edged down modestly - down 1.6% during 2023, from $18M to $17M. Reported net income was -$283K.
How have Baptist Healthcare System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baptist Healthcare System, Inc.'s sponsor-wide assets grew 31.6%, from $1.5B to $2.0B.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Baptist Health Richmond? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Behr Dayton Thermal Products - Iue Pension Agreement in MI ($17M, 337 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Baptist Health Richmond? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 1102 Retirement Trust in NY (99 participants, $36M 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 610444707.

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.