Other · DOL Form 5500 · 2024

Baptist Healthcare System, Inc. Retirement Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg: N/A
Participants Small participant base: 99th
Percentile by assets National rank

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Official DOL plan name: Baptist Health Thrift Plan · Sponsored by Baptist Healthcare System, Inc. · Kentucky · Healthcare & Social Assistance

$1.2B in assets, N/A participants

Baptist Healthcare System, Inc.'s Baptist Health Thrift Plan reported $1.2B in total assets and N/A 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.

#16,711 in Healthcare & Social Assistance (16,916 peers)

Where Baptist Health Thrift Plan sits by assets

Baptist Health Thrift Plan sits among the largest 1% of all filed plans, $1.2B for N/A participants, up 3.1% in 2024.

#16,711
in Healthcare & Social Assistance (16,916 peers): +3.1%
assets growth YoY: 12×
vs typical plan assets (national mean)

Baptist Health Thrift Plan's outsized position by total assets

Baptist Health Thrift Plan vs every filed plan by assets

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

$1,156,320,612 Top 1% higher than 99% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Baptist Health Thrift Plan reported participants fell from 790 in the plan year 2023 filing to N/A in the plan year 2024 filing.
Baptist Health Thrift Plan reported net income fell from $51M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Baptist Health Thrift Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610444707 · Baptist Healthcare System, Inc. PY 2024 · Other

Baptist Health Thrift Plan · $1.2B · N/A · 99th

EBSA $1.2B
EBSA N/A
EBSA 99th
EBSA Other
EBSA near Honor Health 403(b) Retirement Security Plan
EBSA ind #16711

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 Kentucky →

End-of-year total assets ($B) among Baptist Health Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$1.1B
Net Assets (End of Year)	$1.2B
Net Income	$35M
Employer EIN	610444707
Plan Effective Date	1993-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Baptist Healthcare System, Inc.)

Latest sponsor-wide plan assets: $2.0B 31.58168649572181% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	37,280	$1.5B
2023	3	22,714	$1.8B
2024	3	16,859	$2.0B

Nearby Other Plans in Kentucky

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

Baptist Health Thrift Plan vs. nearby Other plans in Kentucky, assets vs. participants

Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
Electrical Workers Local 369 Retirement Fund $549M · 3,633
Electrical Workers Local 369 Retirement Fund $499M · 3,367
Electrical Workers Local 369 Retirement Fund $453M · 3,350
Owensboro Health 403(b) Safe Harbor Plan $205M · 3,596

Compare Baptist Health Thrift Plan side-by-side with 3 peers →

Baptist Health Thrift Plan's closest out-of-state Other peers by assets

Outside Kentucky, the nearest Other by end-of-year assets is Honor Health 403(b) Retirement Security Plan in AZ at $1.2B (this filing: $1.2B).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Honor Health 403(b) Retirement Security Plan (AZ) $1.2B · 14,781
Multicare Health System 403(b) Employee Savings Plan (WA) $1.2B · 16,022
Southern Methodist University Retirement Plan (TX) $1.1B · 2,323
St. Lukes Health System Matched 403b Plan (ID) $1.1B · 17,370

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 Thrift Plan assets move in 2024? ▼

Baptist Health Thrift Plan edged up modestly - up 3.1% during 2024, from $1.1B to $1.2B. Reported net income was $35M.

How have Baptist Healthcare System, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Baptist Healthcare System, Inc.'s sponsor-wide assets grew 31.6%, from $1.5B to $2.0B.

Where does Baptist Health Thrift Plan rank by assets among Form 5500 filers? ▼

Baptist Health Thrift 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 Thrift Plan? ▼

Among Other plans in other states, the closest by assets is Honor Health 403(b) Retirement Security Plan in AZ ($1.2B, 14,781 participants).

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 610444707.