Other · DOL Form 5500 · 2023
Baptist Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $710M
- Total assets
- 12,311
- Participants
- 98th
- Percentile by assets
- $57,649
- Avg per participant
Official DOL plan name: Baptist Health System, Inc. Matched Savings Plan · Sponsored by Baptist Health System, Inc. · Florida · Healthcare & Social Assistance
$710M in assets, 12,311 participants
Baptist Health System, Inc.'s Baptist Health System, Inc. Matched Savings Plan reported $710M in total assets and 12,311 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.
- 98th percentile by assets (of 127,072 plans)
- #17,377 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Baptist Health System, Inc. Matched Savings Plan covers 12,311 participants in Florida, 20x the typical Florida plan (state average ~628 per filing). Assets: $710M.
- $710M
- total plan assets (2023 EOY)
- 12,311
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $57,649
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baptist Health System, Inc. Matched Savings Plan reported net income rose from -$96M in the plan year 2022 filing to $117M in the plan year 2023 filing.
- Baptist Health System, Inc. Matched Savings Plan end-of-year assets rose from $593M in the plan year 2022 filing to $710M in the plan year 2023 filing.
- Baptist Health System, Inc. Matched Savings Plan reported participants rose from 11,219 in the plan year 2022 filing to 12,311 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Baptist Health System, Inc. Matched Savings Plan reports 12,311 participants - 20x that state average ($710M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $593M |
|---|---|
| Net Assets (End of Year) | $710M |
| Net Income | $117M |
| Employer EIN | 592487136 |
| Plan Effective Date | 1987-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baptist Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,245 | $1.1B |
| 2023 | 2 | 13,234 | $1.3B |
| 2024 | 2 | 10,709 | $1.3B |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
Baptist Health System, Inc. Matched Savings Plan vs. nearby Other plans in Florida, assets vs. participants
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Scale composition for Baptist Health System, Inc. Matched Savings Plan
Baptist Health System, Inc. Matched Savings Plan reports $710M in end-of-year assets across 12,311 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $57,649 per participant (42% of the national average assets-per-participant) . Net income for plan year 2023 was $117M.
This plan identity (EIN 592487136, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $593M to $783M (+32.0%) while covered participants moved from 11,219 to 9,896 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,219 | $593M | Open filing |
| 2023 | 12,311 | $710M | This page |
| 2024 · index core | 9,896 | $783M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Baptist Health System, Inc. Matched Savings Plan (401(k), $783M, 9,896 participants)
- Baptist Health System Retirement Plan (Defined Benefit (Pension), $531M, 813 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Baptist Health System, Inc. Matched Savings Plan by total assets, not by location.
- Children's Medical Center of Dallas Employee Savings Plan 403(b) Component (TX) $711M · 8,569
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) (CT) $705M · 2,287
- Rady Children's Hospital- San Diego 403(b) Plan (CA) $715M · 5,533
- University of San Diego Defined Contribution Retirement Plan (CA) $719M · 1,995
Frequently Asked Questions
How did Baptist Health System, Inc. Matched Savings Plan assets move in 2023? ▼
How have Baptist Health System, Inc. plan assets changed over time? ▼
Where does Baptist Health System, Inc. Matched Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Baptist Health System, Inc. Matched Savings Plan's numbers.
- By total assets, Baptist Health System, Inc. Matched Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Baptist Health System, Inc.'s sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans