Other · DOL Form 5500 · 2024
Wake Forest University Baptist Medical Center Retirement Plan
Data updated 2026-08-25
- $3.6B
- Total assets Very large vs avg
- 19,745
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $184,488
- Avg per participant Above avg balance/head
Official DOL plan name: Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan · Sponsored by Wake Forest University Baptist Medical Center · North Carolina · Healthcare & Social Assistance
$3.6B in assets, 19,745 participants
Wake Forest University Baptist Medical Center's Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan reported $3.6B in total assets and 19,745 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,869 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan covers 19,745 participants in North Carolina, 24x the typical North Carolina plan (state average ~819 per filing). Assets: $3.6B.
- #16,869
- in Healthcare & Social Assistance (16,916 peers)
- +14.1%
- assets growth YoY
- 37×
- vs typical plan assets (national mean)
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan's outsized position by total assets
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,642,720,552 Highest reported value at or above every one 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
Wake Forest Baptist Medical Center 403(b) Retirement Savings 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. Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan is a mega filing (19,745 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan end-of-year assets rose from $3.2B in the plan year 2023 filing to $3.6B in the plan year 2024 filing.
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan reported net income fell from $517M in the plan year 2023 filing to $450M in the plan year 2024 filing.
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan reported participants rose from 18,961 in the plan year 2023 filing to 19,745 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 510190238 · Wake Forest University Baptist Medical Center PY 2024 · Other
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan · $3.6B · 19,745 · 100th
- ASSETS $3.6B
- PCT 19,745
- EIN 100th
- RANK Other
- PHOTO near Nyu Langone Health 403(b) Plan
- IND ind #16869
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 North Carolina →
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $3.2B |
|---|---|
| Net Assets (End of Year) | $3.6B |
| Net Income | $450M |
| Employer EIN | 510190238 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wake Forest University Baptist Medical Center)
Sponsor-wide plan assets over time
All Wake Forest University Baptist Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.6B 36.12190272074987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,031 | $2.7B |
| 2023 | 1 | 18,961 | $3.2B |
| 2024 | 1 | 19,745 | $3.6B |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
- Firsthealth of the Carolinas, Inc. Matching Savings Plan $451M · 5,933
Scale composition for Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan reports $3.6B in end-of-year assets across 19,745 participants (0.030% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $184,488 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $450M.
This plan identity (EIN 510190238, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.6B (+36.1%) while covered participants moved from 20,031 to 19,745 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,031 | $2.7B | Open filing |
| 2023 | 18,961 | $3.2B | Open filing |
| 2024 · index core | 19,745 | $3.6B | This page |
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Nyu Langone Health 403(b) Plan in NY ($3.6B); by covered participants it is St. Luke's Health Network 403(b) Plan in PA (19,666 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.6B here).
- Nyu Langone Health 403(b) Plan (NY) $3.6B · 32,992
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) $3.6B · 43,405
- Sentara 403(b) Savings Plan (VA) $3.7B · 28,192
- Beth Israel Lahey 403(b) Retirement Savings Plan (MA) $3.5B · 33,591
Similar participant headcount
Nearest other-state filings by covered participants (19,745 participants); asset peers above are excluded.
- St. Luke's Health Network 403(b) Plan (PA) 19,666 · 79 off
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) 19,842 · 97 off
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) 19,571 · 174 off
- Children's Hospital Medical Center Employee Savings Plan (OH) 19,570 · 175 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.