Defined Benefit (Pension) · DOL Form 5500 · 2024
Baptist Health System, Inc. Pension Plan
Data updated 2026-08-25
- $531M
- Total assets Above avg plan size
- 813
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $653,556
- Avg per participant High balance/head
Official DOL plan name: Baptist Health System Retirement Plan · Sponsored by Baptist Health System, Inc. · Florida · Healthcare & Social Assistance
$531M in assets, 813 participants
Baptist Health System, Inc.'s Baptist Health System Retirement Plan reported $531M in total assets and 813 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,474 in Healthcare & Social Assistance (16,916 peers)
Where Baptist Health System Retirement Plan sits by assets
Baptist Health System Retirement Plan sits in the top 5% of all filed plans by assets, $531M for 813 participants (~$653,556/participant), down 2.8% in 2024.
- #16,474
- in Healthcare & Social Assistance (16,916 peers)
- -2.8%
- assets change YoY
- 5.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baptist Health System Retirement Plan's outsized position by total assets
Baptist Health System Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$531,340,669 Top 3% higher than 97% 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 System Retirement 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 Health System Retirement Plan sits mid-pack in the medium band (813 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baptist Health System Retirement Plan reported net income fell from $31M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
- Baptist Health System Retirement Plan reported participants fell from 923 in the plan year 2023 filing to 813 in the plan year 2024 filing.
- Baptist Health System Retirement Plan end-of-year assets fell from $546M in the plan year 2023 filing to $531M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 592487136 · Baptist Health System, Inc. PY 2024 · Defined Benefit (Pension)
Baptist Health System Retirement Plan · $531M · 813 · 97th
- NET $531M
- BOOK 813
- VS-ST 97th
- BOY Defined Benefit (Pension)
- SCH near Viacom Pension Plan
- EBSA ind #16474
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 Florida →
Baptist Health System Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $546M |
|---|---|
| Net Assets (End of Year) | $531M |
| Net Income | -$15M |
| Employer EIN | 592487136 |
| Plan Effective Date | 1957-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baptist Health System, Inc.)
Sponsor-wide plan assets over time
All Baptist Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 18.604898191772595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,245 | $1.1B |
| 2023 | 2 | 13,234 | $1.3B |
| 2024 | 2 | 10,709 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Florida
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
Baptist Health System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Florida, the nearest Defined Benefit (Pension) by assets is Viacom Pension Plan in NY ($531M); by covered participants it is Retirement Plan for Hourly Paid Employees of Gaf Materials LLC in NJ (812 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($531M here).
- Viacom Pension Plan (NY) $531M · 1,395
- Ims Health Incorporated Retirement Plan (CT) $531M · 1,213
- United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan (NJ) $530M · 1,525
- Diageo North America, Inc. Cash Balance Pension Plan (NY) $530M · 1,700
Similar participant headcount
Nearest other-state filings by covered participants (813 participants); asset peers above are excluded.
- Retirement Plan for Hourly Paid Employees of Gaf Materials LLC (NJ) 812 · 1 off
- Plumbers Local No 98 Defined Benefit Pension Fund (MI) 814 · 1 off
- Capital Health Pension Plan (NJ) 812 · 1 off
- NECA Local Union No 313 IBEW Pension Plan (PA) 814 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.