Defined Benefit (Pension) · DOL Form 5500 · 2023

Baptist Health Care, Inc. Pension Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
386
Participants Below avg headcount
90th
Percentile by assets National rank
$226,818
Avg per participant Above avg balance/head
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Official DOL plan name: Baptist Health Care, Inc. Pension Plan · Sponsored by Baptist Health Care, Inc. · Florida · Healthcare & Social Assistance

$88M in assets, 386 participants

Baptist Health Care, Inc.'s Baptist Health Care, Inc. Pension Plan reported $88M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,203 in Healthcare & Social Assistance (17,684 peers)

Where Baptist Health Care, Inc. Pension Plan sits by assets

Baptist Health Care, Inc. Pension Plan sits in the top 10% of all filed plans by assets, $88M for 386 participants (~$226,818/participant), up 2.6% in 2023.

#16,203
in Healthcare & Social Assistance (17,684 peers)
+2.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Baptist Health Care, Inc. Pension Plan's outsized position by total assets

Baptist Health Care, Inc. Pension Plan vs every filed plan by assets

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

$87,551,771 Top 10% higher than 90% 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 Care, Inc. Pension 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 Care, Inc. Pension Plan sits mid-pack in the medium band (386 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baptist Health Care, Inc. Pension Plan reported net income rose from -$33M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Baptist Health Care, Inc. Pension Plan reported participants fell from 426 in the plan year 2022 filing to 386 in the plan year 2023 filing.
  • Baptist Health Care, Inc. Pension Plan end-of-year assets rose from $85M in the plan year 2022 filing to $88M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 590657322 · Baptist Health Care, Inc. PY 2023 · Defined Benefit (Pension)

Baptist Health Care, Inc. Pension Plan · $88M · 386 · 90th

  • EIN $88M
  • RANK 386
  • PHOTO 90th
  • IND Defined Benefit (Pension)
  • EOY near Independent Health Association Inc Defined Benefit Plan and Trust
  • 5500 ind #16203

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 Care, Inc. Pension Plan in the asset neighbourhood

Baptist Health Care, Inc. Pension PlanBaptist Health Care, Inc. Pe…$88MIndependent Health Association Inc Defined Benefit Plan and TrustIndependent Health Associati…$88MDavis Wright Tremaine LLP Cash Balance Pension PlanDavis Wright Tremaine LLP Ca…$88MLocal No. 8 Retirement Fund$87MOrange Regional Medical Center Employees' Retirement PlanOrange Regional Medical Cent…$87M
End-of-year total assets ($M) among Baptist Health Care, Inc. Pension 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)$85M
Net Assets (End of Year)$88M
Net Income$2M
Employer EIN590657322
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Health Care, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$82M 4.092090898399973% vs 2022
2024 filing year
$80M$82M$84M$86M$88M$90M 202220232024 $85.4M $81.9M ▼ -4.1%
Year Plans Participants Total Assets
2022 1 426 $85M
2023 1 386 $88M
2024 1 294 $82M

Nearby Defined Benefit (Pension) Plans in Florida

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

Baptist Health Care, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Baptist Health Care, Inc. Pension Plan, Total assets ($B): 0.087551771 · Participants: 386Baptist Health Care, Inc. Pension 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 Care, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Baptist Health Care, Inc. Pension Plan side-by-side with 3 peers →

Baptist Health Care, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Independent Health Association Inc Defined Benefit Plan and Trust in NY ($88M); by covered participants it is Ttx Company Pension Plan in NC (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Care, Inc. Pension Plan assets move in 2023? ▼
Baptist Health Care, Inc. Pension Plan edged up modestly - up 2.6% during 2023, from $85M to $88M. Reported net income was $2M.
How have Baptist Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baptist Health Care, Inc.'s sponsor-wide assets declined 4.1%, from $85M to $82M.
Where does Baptist Health Care, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Baptist Health Care, Inc. Pension Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Baptist Health Care, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Independent Health Association Inc Defined Benefit Plan and Trust in NY ($88M, 389 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baptist Health Care, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ttx Company Pension Plan in NC (386 participants, $107M 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 590657322.

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.