401(k) · DOL Form 5500 · 2024

Baptist Health System 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
174
Participants Small participant base
43rd
Percentile by assets National rank
$29,966
Avg per participant Low balance/head
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Official DOL plan name: Baptist Health System Retirement Plan · Sponsored by Baptist Health System · New York · Healthcare & Social Assistance

$5M in assets, 174 participants

Baptist Health System's Baptist Health System Retirement Plan reported $5M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,782 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Baptist Health System Retirement Plan covers 174 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $5M.

#7,782
in Healthcare & Social Assistance (16,916 peers)
-16.3%
assets change YoY

The plan reported a net loss of $1M 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 mid-pack asset rank among Healthcare & Social Assistance and all filers

Baptist Health System Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,214,061 43rd percentile higher than 43% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Baptist Health System Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$1M in the plan year 2024 filing.
  • Baptist Health System Retirement Plan end-of-year assets fell from $7M in the plan year 2022 filing to $5M in the plan year 2024 filing.
  • Baptist Health System Retirement Plan reported participants fell from 189 in the plan year 2022 filing to 174 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311566685 · Baptist Health System PY 2024 · 401(k)

Baptist Health System Retirement Plan · $5M · 174 · 43rd

  • EOY $5M
  • EOY 174
  • EOY 43rd
  • EOY 401(k)
  • EOY near Industrial Commercial Systems 401(k) Profit Sharing Plan & Trust
  • EOY ind #7782

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 New York →

Baptist Health System Retirement Plan in the asset neighbourhood

Baptist Health System Retirement PlanBaptist Health System Retire…$5MIndustrial Commercial Systems 401(k) Profit Sharing Plan & TrustIndustrial Commercial System…$5MAll Chemical Transport Corp. 401(k) PlanAll Chemical Transport Corp.…$5MT.J. Mccartney, Inc. 401(k) Profit Sharing PlanT.J. Mccartney, Inc. 401(k) …$5M213 Management, LLC 401(k) Plan213 Management, LLC 401(k) P…$5M
End-of-year total assets ($M) among Baptist Health System Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN311566685
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baptist Health System)

Sponsor-wide plan assets over time

All Baptist Health System plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.068892744047137% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 20222024 $6.69M $5.21M ▼ -22.1%
Year Plans Participants Total Assets
2022 1 189 $7M
2024 1 174 $5M

Nearby 401(k) Plans in New York

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

Baptist Health System Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Baptist Health System Retirement Plan, Total assets ($B): 0.005214061 · Participants: 174Baptist Health System Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Baptist Health System Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Baptist Health System Retirement Plan side-by-side with 3 peers →

Baptist Health System Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Industrial Commercial Systems 401(k) Profit Sharing Plan & Trust in CA ($5M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Baptist Health System Retirement Plan assets move in 2024? ▼
Baptist Health System Retirement Plan declined sharply - down 16.3% during 2024, from $6M to $5M. Reported net income was -$1M.
How have Baptist Health System plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Baptist Health System's sponsor-wide assets declined 22.1%, from $7M to $5M.
Which 401(k) plans are similar in size to Baptist Health System Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Industrial Commercial Systems 401(k) Profit Sharing Plan & Trust in CA ($5M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Baptist Health System Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta Systems, Inc. 401(k) Plan in OH (174 participants, $15M in assets).

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 311566685.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.