Baptist Health South Florida 401(k) and retirement plans

Baptist Health South Florida, Inc., Coral Gables, FL. EIN 65-0267668. Annual reports 2009–2024.

Baptist Health South Florida, Inc. has 2 active retirement plans on file. The largest is the Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan, with 35,472 participants and $2.7 billion in assets in 2024. Transamerica has been its recordkeeper since 2010. No traditional pension plan appears in Baptist Health South Florida's filings since 2009.

Active plans: 2
Participants: 40,098
Plan assets: $2.8 billion
401(k) recordkeeper: Transamerica
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 65-0267668
Participants (2024): 35,472
Net assets (2024): $2.7 billion
Recordkeeper: TransamericaEarlier: Valic Retirement Services (2009)
Plan administrator: Baptist Health South Florida, Inc.
6855 Red Road, Suite 600
Coral Gables, FL 33143
(786) 596-6947As filed for 2024
In effect since: January 1, 1989

Plans merged into this one: Boca Raton Regional Hospital, Inc. 403(b) Program (2020); Bethesda Health, Inc. 403(b) Employee Savings Plan (2022).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	35,472	$2.7 billion	Transamerica
2023	33,900	$2.3 billion	Transamerica
2022	32,453	$1.9 billion	Transamerica
2021	29,704	$2.1 billion	Transamerica
2020	26,259	$1.8 billion	Transamerica
2019	24,015	$1.5 billion	Transamerica
2018	20,219	$1.2 billion	Transamerica
2017	19,966	$1.3 billion	Transamerica
2016	18,493	$1.1 billion	Transamerica
2015	18,458	$989 million	Transamerica
2014	18,415	$933 million	Transamerica
2013	17,428	$847 million	Transamerica
2012	17,090	$684 million	Transamerica
2011	17,017	$570 million	Transamerica
2010	15,320	$524 million	Transamerica
2009	14,786	$438 million	Valic Retirement Services

Baptist Health Enterprises, Inc. 401(k) Employee Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 65-0267668
Participants (2024): 4,626
Net assets (2024): $163 million
Recordkeeper: TransamericaEarlier: Valic Retirement Services (2009)
Plan administrator: Baptist Health South Florida, Inc.
6855 Red Road, Suite 600
Coral Gables, FL 33143
(786) 596-6947As filed for 2024
In effect since: April 1, 1993

Plans merged into this one: Bethesda Health, Inc. 401(k) Employee Savings Plan (2020).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,626	$163 million	Transamerica
2023	5,450	$158 million	Transamerica
2022	5,631	$136 million	Transamerica
2021	5,875	$164 million	Transamerica
2020	6,184	$147 million	Transamerica
2019	3,943	$78.5 million	Transamerica
2018	3,919	$68.7 million	Transamerica
2017	3,999	$72.5 million	Transamerica
2016	4,071	$67.1 million	Transamerica
2015	4,255	$67.4 million	Transamerica
2014	4,779	$67.4 million	Transamerica
2013	4,937	$65.9 million	Transamerica
2012	5,059	$60.0 million	Transamerica
2011	5,195	$58.3 million	Transamerica
2010	5,272	$60.9 million	Transamerica
2009	813	$58.8 million	Valic Retirement Services

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((786) 596-6947). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan

Baptist Health Enterprises, Inc. 401(k) Employee Retirement Plan

If you had money in one of these plans

What these numbers are

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