Defined Benefit (Pension) · DOL Form 5500 · 2024
Baptist Health System, Inc. Pension Plan
Data updated 2026-08-06
- $531M
- Total assets
- 813
- Participants
- 97th
- Percentile by assets
- $653,556
- Avg per participant
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.
- 97th percentile by assets (of 116,472 plans)
- #15,197 in Healthcare & Social Assistance (15,613 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.
- $531M
- total plan assets (2024 EOY)
- 813
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $653,556
- avg assets per participant
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.
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.
Baptist Health System Retirement Plan vs the 2024 asset distribution
By assets, Baptist Health System Retirement Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.3x the national average plan size of $100M (730 average participants).
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.)
| 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.
Baptist Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Csx Pension Plan $2.3B · 2,293
- The Dun & Bradstreet Corporation Retirement Account $1.0B · 578
- Jm Family Associates' Retirement Plan $828M · 3,992
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Baptist Health System Retirement Plan by total assets, not by location.
- Viacom Pension Plan (NY) $531M · 1,395
- Ims Health Incorporated Retirement Plan (CT) $531M · 1,213
- Diageo North America, Inc. Cash Balance Pension Plan (NY) $530M · 1,700
- Roofers Pension Fund (IL) $530M · 2,071
Frequently Asked Questions
How did Baptist Health System Retirement Plan assets move in 2024? ▼
How have Baptist Health System, Inc. plan assets changed over time? ▼
Where does Baptist Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Baptist Health System Retirement Plan? ▼
Next read for Baptist Health System Retirement Plan
Scale reading
Ways to act on Baptist Health System Retirement Plan's numbers.
- By total assets, Baptist Health System Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Florida. Compare plans
- Baptist Health System, Inc.'s sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans