Other · DOL Form 5500 · 2024

Baptist Health South Florida, Inc. Retirement Plan

Data updated 2026-08-25

$2.7B
Total assets Very large vs avg
26,141
Participants Very large workforce
99th
Percentile by assets National rank
$101,895
Avg per participant Below avg balance/head
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Official DOL plan name: Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan · Sponsored by Baptist Health South Florida, Inc. · Florida · Healthcare & Social Assistance

$2.7B in assets, 26,141 participants

Baptist Health South Florida, Inc.'s Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan reported $2.7B in total assets and 26,141 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #16,833 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan covers 26,141 participants in Florida, 42x the typical Florida plan (state average ~628 per filing). Assets: $2.7B.

#16,833
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY
27×
vs typical plan assets (national mean)

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan's outsized position by total assets

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,663,638,024 Top 1% higher than 99% of 123,620 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 2024

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan is a mega filing (26,141 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan reported net income fell from $407M in the plan year 2023 filing to $333M in the plan year 2024 filing.
  • Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.7B in the plan year 2024 filing.
  • Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan reported participants rose from 25,214 in the plan year 2023 filing to 26,141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 650267668 · Baptist Health South Florida, Inc. PY 2024 · Other

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan · $2.7B · 26,141 · 99th

  • NET $2.7B
  • BOOK 26,141
  • VS-ST 99th
  • BOY Other
  • SCH near Northeastern University Retirement Plan
  • EBSA ind #16833

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 South Florida, Inc. 403(b) Employee Retirement Plan in the asset neighbourhood

Ohiohealth Retirement Savings Plan 403(b)Ohiohealth Retirement Saving…$2.7BBaptist Health South Florida, Inc. 403(b) Employee Retirement PlanBaptist Health South Florida…$2.7BNortheastern University Retirement PlanNortheastern University Reti…$2.6BCedars-Sinai 403b Retirement PlanCedars-Sinai 403b Retirement…$2.6BThe Medical College of Wisconsin, Inc. Retirement PlanThe Medical College of Wisco…$2.6B
End-of-year total assets ($B) among Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2.3B
Net Assets (End of Year)$2.7B
Net Income$333M
Employer EIN650267668
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Health South Florida, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2.8B 37.202173298114715% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $2.06B $2.83B ▲ +37.4%
Year Plans Participants Total Assets
2022 2 24,020 $2.1B
2023 2 26,453 $2.5B
2024 2 27,434 $2.8B

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 vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 11.522.53 Total assets ($B) Participants Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement PlanDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.237418223 · Participants: 928Defined Contribution Retirement Plan for Faculty of the University of Miami
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan side-by-side with 3 peers →

Scale composition for Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan reports $2.7B in end-of-year assets across 26,141 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.028% of 93,925,755 covered participants) - about $101,895 per participant (74% of the national average assets-per-participant) . Net income for plan year 2024 was $333M.

This plan identity (EIN 650267668, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.7B (+38.4%) while covered participants moved from 22,860 to 26,141 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 22,860 $1.9B Open filing
2023 25,214 $2.3B Open filing
2024 · index core 26,141 $2.7B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Northeastern University Retirement Plan in MA ($2.6B); by covered participants it is Wellstar Health System, Inc. Supplemental Retirement Savings Plan in GA (26,097 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (26,141 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan assets move in 2024? ▼
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan grew at a solid clip - up 14.3% during 2024, from $2.3B to $2.7B. Reported net income was $333M.
How have Baptist Health South Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baptist Health South Florida, Inc.'s sponsor-wide assets grew 37.2%, from $2.1B to $2.8B.
Where does Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Northeastern University Retirement Plan in MA ($2.6B, 8,900 participants).
Which Other plans cover a similar participant headcount to Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Wellstar Health System, Inc. Supplemental Retirement Savings Plan in GA (26,097 participants, $2.8B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650267668.

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.