401(k) · DOL Form 5500 · 2024
Baptist Health System, Inc. 401(k) Plan
Data updated 2026-08-25
- $783M
- Total assets Above avg plan size
- 9,896
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $79,105
- Avg per participant Below avg balance/head
Official DOL plan name: Baptist Health System, Inc. Matched Savings Plan · Sponsored by Baptist Health System, Inc. · Florida · Healthcare & Social Assistance
$783M in assets, 9,896 participants
Baptist Health System, Inc.'s Baptist Health System, Inc. Matched Savings Plan reported $783M in total assets and 9,896 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.
- #16,601 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Baptist Health System, Inc. Matched Savings Plan covers 9,896 participants in Florida, 16x the typical Florida plan (state average ~628 per filing). Assets: $783M.
- #16,601
- in Healthcare & Social Assistance (16,916 peers)
- +10.3%
- assets growth YoY
- 7.9×
- vs typical plan assets (national mean)
Baptist Health System, Inc. Matched Savings Plan's outsized position by total assets
Baptist Health System, Inc. Matched Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$782,818,484 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 System, Inc. Matched Savings Plan's large-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 System, Inc. Matched Savings Plan lands in the large band (9,896 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baptist Health System, Inc. Matched Savings Plan reported net income fell from $117M in the plan year 2023 filing to $73M in the plan year 2024 filing.
- Baptist Health System, Inc. Matched Savings Plan reported participants fell from 12,311 in the plan year 2023 filing to 9,896 in the plan year 2024 filing.
- Baptist Health System, Inc. Matched Savings Plan end-of-year assets rose from $710M in the plan year 2023 filing to $783M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 592487136 · Baptist Health System, Inc. PY 2024 · 401(k)
Baptist Health System, Inc. Matched Savings Plan · $783M · 9,896 · 98th
- BOOK $783M
- BOOK 9,896
- BOOK 98th
- BOOK 401(k)
- BOOK near The Cleveland-Cliffs Steel Corporation Thrift Plan a
- BOOK ind #16601
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, Inc. Matched Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $710M |
|---|---|
| Net Assets (End of Year) | $783M |
| Net Income | $73M |
| Employer EIN | 592487136 |
| Plan Effective Date | 1987-10-01 |
| 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 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Scale composition for Baptist Health System, Inc. Matched Savings Plan
Baptist Health System, Inc. Matched Savings Plan reports $783M in end-of-year assets across 9,896 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $79,105 per participant (57% of the national average assets-per-participant) . Net income for plan year 2024 was $73M.
This plan identity (EIN 592487136, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $593M to $783M (+32.0%) while covered participants moved from 11,219 to 9,896 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,219 | $593M | Open filing |
| 2023 | 12,311 | $710M | Open filing |
| 2024 · index core | 9,896 | $783M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Baptist Health System Retirement Plan (Defined Benefit (Pension), $531M, 813 participants)
Baptist Health System, Inc. Matched Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Cleveland-Cliffs Steel Corporation Thrift Plan a in OH ($783M); by covered participants it is Savers 401(k) Plan in WA (9,914 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($783M here).
- The Cleveland-Cliffs Steel Corporation Thrift Plan a (OH) $783M · 2,501
- White Cap 401(k) Retirement Plan (GA) $782M · 8,885
- Zoll Medical Corporation Employee Savings Plan (MA) $782M · 5,124
- Huntsman Salary Deferral Plan (TX) $784M · 1,666
Similar participant headcount
Nearest other-state filings by covered participants (9,896 participants); asset peers above are excluded.
- Savers 401(k) Plan (WA) 9,914 · 18 off
- Xerox Corporation Savings Plan (CT) 9,876 · 20 off
- The Neiman Marcus Group LLC Retirement Savings Plan (TX) 9,861 · 35 off
- Adm 401(k) and Employee Stock Ownership Plan for Hourly Employees (IL) 9,931 · 35 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.