Other · DOL Form 5500 · 2024
Baptist Healthcare System, Inc. Retirement Plan
Data updated 2026-07-24
- $1.2B
- Total assets
- N/A
- Participants
- 99th
- Percentile by assets
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.
- 99th percentile by assets (of 116,472 plans)
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.
- $1.2B
- total plan assets (2024 EOY)
- N/A
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- +3.1%
- assets growth YoY
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Baptist Health Thrift Plan vs the 2024 asset distribution
By assets, Baptist Health Thrift Plan outranks 99% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 12x the national average plan size of $100M (730 average participants).
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.)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Baptist Health Thrift Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Baptist Health Thrift Plan assets move in 2024? ▼
How have Baptist Healthcare System, Inc. plan assets changed over time? ▼
Where does Baptist Health Thrift Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Baptist Health Thrift Plan? ▼
Next read for Baptist Health Thrift Plan
Scale reading
Ways to act on Baptist Health Thrift Plan's numbers.
- By total assets, Baptist Health Thrift Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- Baptist Healthcare System, Inc.'s sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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.
Read our methodology - how this data is sourced, computed, and verified.