Other · DOL Form 5500 · 2023
Baptist Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $710M
- Total assets Above avg plan size
- 12,311
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $57,649
- Avg per participant Low balance/head
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.
- #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.
- #17,377
- in Healthcare & Social Assistance (17,684 peers)
- +19.7%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
Baptist Health System, Inc. Matched Savings Plan's outsized position by total assets
Baptist Health System, Inc. Matched Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$709,718,551 Top 2% higher than 98% 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 System, Inc. Matched Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baptist Health System, Inc. Matched Savings Plan is a mega filing (12,311 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 592487136 · Baptist Health System, Inc. PY 2023 · Other
Baptist Health System, Inc. Matched Savings Plan · $710M · 12,311 · 98th
- RANK $710M
- PHOTO 12,311
- IND 98th
- EOY Other
- 5500 near Children's Medical Center of Dallas Employee Savings Plan 403(b) Component
- ASSETS ind #17377
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, Inc. Matched Savings Plan in the asset neighbourhood
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.)
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
| 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 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)
Baptist Health System, Inc. Matched Savings Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Children's Medical Center of Dallas Employee Savings Plan 403(b) Component in TX ($711M); by covered participants it is Devereux Defined Contribution Retirement Plan in PA (12,312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($710M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,311 participants); asset peers above are excluded.
- Devereux Defined Contribution Retirement Plan (PA) 12,312 · 1 off
- Northwestern University Voluntary Savings Plan (IL) 12,335 · 24 off
- Yale University Retirement Account Plan (CT) 12,259 · 52 off
- Cox Savings Incentive Plan (MO) 12,220 · 91 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.