401(k) · DOL Form 5500 · 2024

Baptist Healthcare System 401(k) Plan

Data updated 2026-08-06

$852M
Total assets
16,771
Participants
98th
Percentile by assets
$50,811
Avg per participant
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Official DOL plan name: Baptist Health 401(k) Plan · Sponsored by Baptist Healthcare System · Kentucky · Healthcare & Social Assistance

$852M in assets, 16,771 participants

Baptist Healthcare System's Baptist Health 401(k) Plan reported $852M in total assets and 16,771 participants in its 2024 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.

  • 98th percentile by assets (of 116,472 plans)
  • #15,341 in Healthcare & Social Assistance (15,613 peers)

Coverage in Kentucky

Baptist Health 401(k) Plan covers 16,771 participants in Kentucky, 25x the typical Kentucky plan (state average ~658 per filing). Assets: $852M.

$852M
total plan assets (2024 EOY)
16,771
covered participants
98th
percentile by assets (of 116,472 plans)
$50,811
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baptist Health 401(k) Plan end-of-year assets rose from $646M in the plan year 2023 filing to $852M in the plan year 2024 filing.
  • Baptist Health 401(k) Plan reported participants fell from 21,825 in the plan year 2023 filing to 16,771 in the plan year 2024 filing.
  • Baptist Health 401(k) Plan reported net income rose from $195M in the plan year 2023 filing to $206M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Kentucky filers

In Kentucky, the average filing covers about 658 participants across 1,242 plans. Baptist Health 401(k) Plan reports 16,771 participants - 25x that state average ($852M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$646M
Net Assets (End of Year)$852M
Net Income$206M
Employer EIN610444707
Plan Effective Date1993-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Healthcare System)

$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.54B $2.03B ▲ +31.8%
Total plan assets by year, all Baptist Healthcare System plans on file
Year Plans Participants Total Assets
2022 3 37,280 $1.5B
2023 3 22,714 $1.8B
2024 3 16,859 $2.0B

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Baptist Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Baptist Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Baptist Health 401(k…Commonspirit Health …Humana Retirement Sa…UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…Lexmark Savings Plan
Baptist Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Scale composition for Baptist Health 401(k) Plan

Baptist Health 401(k) Plan reports $852M in end-of-year assets across 16,771 participants (0.007% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.019% of 89,805,449 covered participants) - about $50,811 per participant (37% of the national average assets-per-participant) . Net income for plan year 2024 was $206M.

This plan identity (EIN 610444707, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $452M to $852M (+88.7%) while covered participants moved from 15,394 to 16,771 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,394 $452M Open filing
2023 21,825 $646M Open filing
2024 · index core 16,771 $852M This page

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Baptist Health 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Baptist Health 401(k) Plan assets move in 2024?
Baptist Health 401(k) Plan surged - up 31.9% during 2024, from $646M to $852M. Reported net income was $206M.
How have Baptist Healthcare System plan assets changed over time?
Across 3 plan years on file (2022-2024), Baptist Healthcare System's sponsor-wide assets grew 31.6%, from $1.5B to $2.0B.
Where does Baptist Health 401(k) Plan rank by assets among Form 5500 filers?
Baptist Health 401(k) Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Baptist Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Skyworks Solutions Savings and Retirement 401(k) Plan in MA ($853M, 2,273 participants).

Filing takeaways

Ways to act on Baptist Health 401(k) Plan's numbers.