401(k) · DOL Form 5500 · 2024
Baptist Healthcare System 401(k) Plan
Data updated 2026-08-25
- $852M
- Total assets Above avg plan size
- 16,771
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $50,811
- Avg per participant Low balance/head
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.
- #16,627 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Baptist Health 401(k) Plan covers 16,771 participants in Kentucky, 26x the typical Kentucky plan (state average ~647 per filing). Assets: $852M.
- #16,627
- in Healthcare & Social Assistance (16,916 peers)
- +31.9%
- assets growth YoY
- 8.5×
- vs typical plan assets (national mean)
Baptist Health 401(k) Plan's outsized position by total assets
Baptist Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$852,144,978 Top 2% higher than 98% 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
Baptist Health 401(k) 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 401(k) Plan is a mega filing (16,771 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 610444707 · Baptist Healthcare System PY 2024 · 401(k)
Baptist Health 401(k) Plan · $852M · 16,771 · 98th
- VS-ST $852M
- BOY 16,771
- SCH 98th
- EBSA 401(k)
- PART near Skyworks Solutions Savings and Retirement 401(k) Plan
- TYPE ind #16627
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 →
Baptist Health 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $646M |
|---|---|
| Net Assets (End of Year) | $852M |
| Net Income | $206M |
| Employer EIN | 610444707 |
| Plan Effective Date | 1993-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baptist Healthcare System)
Sponsor-wide plan assets over time
All Baptist Healthcare System plans reported in each filing year
- 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 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
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 $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 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 |
Baptist Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Skyworks Solutions Savings and Retirement 401(k) Plan in MA ($853M); by covered participants it is Concentrix Retirement and Savings Plan in OH (16,747 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($852M here).
Similar participant headcount
Nearest other-state filings by covered participants (16,771 participants); asset peers above are excluded.
- Concentrix Retirement and Savings Plan (OH) 16,747 · 24 off
- Envision Healthcare Operating Inc. 401(k) Plan (TN) 16,805 · 34 off
- Community Health Network 401(k) Retirement Plan (IN) 16,817 · 46 off
- Waste Connections, Inc. 401(k) Profit Sharing Plan (TX) 16,709 · 62 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.