Other · DOL Form 5500 · 2024

Baptist Homes of Western Pennsylvania Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
369
Participants Below avg headcount
69th
Percentile by assets National rank
$49,848
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Baptist Homes Pension Plan · Sponsored by Baptist Homes of Western Pennsylvania · Pennsylvania · Healthcare & Social Assistance

$18M in assets, 369 participants

Baptist Homes of Western Pennsylvania's Baptist Homes Pension Plan reported $18M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,430 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Baptist Homes Pension Plan covers 369 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.

#12,430
in Healthcare & Social Assistance (16,916 peers)
+0.1%
assets growth YoY

Baptist Homes Pension Plan's outsized position by total assets

Baptist Homes Pension Plan vs every filed plan by assets

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

$18,393,936 Top 31% higher than 69% 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 Homes Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baptist Homes Pension Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baptist Homes Pension Plan reported net income fell from $908K in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • Baptist Homes Pension Plan reported participants rose from 357 in the plan year 2023 filing to 369 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 251469289 · Baptist Homes of Western Pennsylvania PY 2024 · Other

Baptist Homes Pension Plan · $18M · 369 · 69th

  • PART $18M
  • PART 369
  • PART 69th
  • PART Other
  • PART near Agency for Community Transit 403b Retirement Plan
  • PART ind #12430

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 Pennsylvania →

Baptist Homes Pension Plan in the asset neighbourhood

Orleans Community Health Retirement Savings 403(b) PlanOrleans Community Health Ret…$18MNaropa University Defined Contribution PlanNaropa University Defined Co…$18MBaptist Homes Pension Plan$18MAgency for Community Transit 403b Retirement PlanAgency for Community Transit…$18MFraunhofer USA 403(b) Plan$18M
End-of-year total assets ($M) among Baptist Homes Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income$14K
Employer EIN251469289
Plan Effective Date1989-04-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Homes of Western Pennsylvania)

Sponsor-wide plan assets over time

All Baptist Homes of Western Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$18M 5.277696790249628% vs 2022
2024 filing year
$17M$17.5M$18M$18.5M 202220232024 $17.5M $18.4M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 489 $17M
2023 1 357 $18M
2024 1 369 $18M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Baptist Homes Pension Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Baptist Homes Pension Plan, Total assets ($B): 0.018393936 · Participants: 369Baptist Homes Pension PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Baptist Homes Pension Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Baptist Homes Pension Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Agency for Community Transit 403b Retirement Plan in IL ($18M); by covered participants it is Army Residence Community 403b Plan in TX (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Homes Pension Plan assets move in 2024?
Baptist Homes Pension Plan held essentially flat - up 0.1% during 2024, from $18M to $18M. Reported net income was $14K.
How have Baptist Homes of Western Pennsylvania plan assets changed over time?
Across 3 plan years on file (2022-2024), Baptist Homes of Western Pennsylvania's sponsor-wide assets grew 5.3%, from $17M to $18M.
Which Other plans are similar in size to Baptist Homes Pension Plan?
Among Other plans in other states, the closest by assets is Agency for Community Transit 403b Retirement Plan in IL ($18M, 126 participants).
Which Other plans cover a similar participant headcount to Baptist Homes Pension Plan?
Among Other plans in other states, the closest by covered participants is Army Residence Community 403b Plan in TX (369 participants, $6M in assets).