Baptist Health System 401(k) and pension plans

Baptist Health System, Inc., Jacksonville, FL. EIN 59-2487136. Annual reports 2009–2024. Also filed as Baptist Health System, Inc.

Baptist Health System, Inc. has 2 active retirement plans on file. The largest is the Baptist Health System, Inc. Matched Savings Plan, with 18,620 participants and $783 million in assets in 2024. Fidelity is its recordkeeper.

Active plans: 2
Participants: 22,521
Plan assets: $1.3 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Baptist Health System, Inc. Matched Savings Plan

401(k)Active

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

Plan number: 003Employer EIN 59-2487136
Participants (2024): 18,620
Net assets (2024): $783 million
Recordkeeper: FidelityEarlier: Valic Retirement Services (2009–2023)
Plan administrator: Baptist Health System, Inc.
841 Prudential DR, Suite 640
Jacksonville, FL 32207
(904) 202-4478As filed for 2024
In effect since: October 1, 1987

Earlier plan names: Baptist Health System Matched Savings Plan; Baptist Health System Matched Inc. Savings Plan; Baptist Health System Inc. Matched Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	18,620	$783 million	Fidelity
2023	18,269	$710 million	Valic Retirement Services
2022	18,487	$593 million	Valic Retirement Services
2021	16,752	$689 million	Valic Retirement Services
2020	15,531	$595 million	Valic Retirement Services
2019	14,778	$503 million	Valic Retirement Services
2018	12,606	$411 million	Valic Retirement Services
2017	11,889	$419 million	Valic Retirement Services
2016	11,569	$354 million	Valic Retirement Services
2015	10,960	$312 million	Valic Retirement Services
2014	10,669	$295 million	Valic Retirement Services
2013	9,418	$271 million	Valic Retirement Services
2012	9,053	$224 million	Valic Retirement Services
2011	8,711	$190 million	Valic Retirement Services
2010	8,698	$180 million	Valic Retirement Services
2009	8,425	$149 million	Valic Retirement Services

Baptist Health System Retirement Plan

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 59-2487136
Participants (2024): 3,901
Net assets (2024): $531 million
Last listed administrator: Alight2009–2017
Plan administrator: Retirement Plans Committee of Baptist Health System, Inc.
841 Prudential Drive Suite 640,
Jacksonville, FL 32207
(904) 202-4478As filed for 2024
In effect since: July 1, 1957

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,901	$531 million	not listed
2023	4,228	$546 million	not listed
2022	4,282	$515 million	not listed
2021	4,348	$640 million	not listed
2020	4,412	$595 million	not listed
2019	4,433	$544 million	not listed
2018	4,473	$470 million	not listed
2017	4,530	$515 million	Alight
2016	4,595	$466 million	Alight
2015	5,373	$474 million	Alight
2014	5,490	$491 million	Alight
2013	5,534	$418 million	Alight
2012	5,678	$351 million	Alight
2011	6,027	$275 million	Alight
2010	6,092	$246 million	Alight
2009	6,168	$206 million	Alight

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Baptist Health System, Inc. Matched Savings 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 ((904) 202-4478). 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 System, Inc. Matched Savings Plan

Baptist Health System Retirement Plan

If you had money in one of these plans

What these numbers are

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