Baptist Healthcare System 401(k) and pension plans

Baptist Healthcare System, Louisville, KY. EIN 61-0444707. Annual reports 2009–2024. Also filed as Baptist Healthcare System, Inc.; Baptist Health Thrift Plan; Baptist Healthcare System Inc.; Pattie a. Clay Hospital.

Baptist Healthcare System has 3 active retirement plans on file. The largest is the Baptist Health 401(k) Plan, with 21,546 participants and $852 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 3
Participants: 25,926
Plan assets: $2.0 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Baptist Health 401(k) Plan

401(k)Active

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

Plan number: 002Employer EIN 61-0444707
Participants (2024): 21,546
Net assets (2024): $852 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Baptist Healthcare System
1901 Campus Place
Louisville, KY 40299
(502) 896-5050As filed for 2024
In effect since: March 1, 1993

Plans merged into this one: Baptist Health Madisonville Inc. Retirement and Salary Deferral Plan (2014).

Earlier plan names: Baptist Healthcare System, Inc. Retirement Accumulation Plan; Baptist Health Retirement Accumulation Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	21,546	$852 million	Fidelity
2023	19,840	$646 million	Fidelity
2022	24,517	$452 million	Fidelity
2021	16,924	$405 million	Fidelity
2020	16,580	$399 million	Fidelity
2019	16,244	$379 million	Fidelity
2018	14,930	$341 million	Fidelity
2017	14,495	$394 million	Fidelity
2016	12,575	$373 million	Fidelity
2015	13,526	$369 million	Fidelity
2014	14,214	$379 million	Fidelity
2013	15,471	$244 million	Fidelity
2012	13,011	$204 million	Fidelity
2011	12,632	$174 million	Fidelity
2010	12,096	$166 million	Fidelity
2009	11,087	$155 million	Fidelity

Baptist Health Thrift Plan

403(b)Active

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

Plan number: 003Employer EIN 61-0444707
Participants (2024): 3,802
Net assets (2024): $1.2 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Baptist Healthcare System, Inc.
1901 Campus Place
Louisville, KY 40299
(502) 896-5050As filed for 2024
In effect since: June 1, 1993

Plans merged into this one: Floyd Memorial Hospital and Health Services (2017); Trover Clinic Foundation 403B Retirement Plan (2014).

Earlier sponsor: Baptist Health Thrift Plan (2021).

Earlier plan names: Baptist Healthcare System, Inc. Thrift Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,802	$1.2 billion	Fidelity
2023	5,480	$1.1 billion	Fidelity
2022	5,369	$1.1 billion	Fidelity
2021	26,498	$1.4 billion	Fidelity
2020	26,394	$1.2 billion	Fidelity
2019	22,720	$1.1 billion	Fidelity
2018	22,185	$851 million	Fidelity
2017	22,829	$877 million	Fidelity
2016	18,945	$631 million	Fidelity
2015	17,638	$556 million	Fidelity
2014	16,412	$535 million	Fidelity
2013	15,711	$469 million	Fidelity
2012	12,942	$375 million	Fidelity
2011	12,419	$314 million	Fidelity
2010	11,882	$299 million	Fidelity
2009	11,443	$245 million	Fidelity

Pension Plan for Employees of Baptist Health Richmond

Pension (defined benefit), frozenActive

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

Plan number: 004Employer EIN 61-0444707
Participants (2024): 578
Net assets (2024): $17.5 million
Plan administrator: Baptist Healthcare System, Inc.
1901 Campus PL
Louisville, KY 40299
(502) 896-5050As filed for 2024
In effect since: January 1, 1979

Earlier sponsors: Pattie a. Clay Hospital (2009–2010); Baptist Health Richmond, Inc. (2011–2017).

Earlier plan names: Pension Plan for Employees of Pattie a. Clay Hospital; Pension Plan for Employees of Baptist Health Richmond, Inc..

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	578	$17.5 million	not listed
2023	601	$17.4 million	not listed
2022	609	$17.7 million	not listed
2021	618	$18.1 million	not listed
2020	640	$16.8 million	not listed
2019	645	$16.7 million	not listed
2018	649	$15.8 million	not listed
2017	653	$15.6 million	not listed
2016	655	$14.8 million	not listed
2015	663	$14.4 million	not listed
2014	670	$14.4 million	not listed
2013	677	$13.8 million	not listed
2012	689	$12.5 million	not listed
2011	695	$11.9 million	not listed
2010	705	$11.9 million	not listed
2009	713	$11.1 million	not listed

Floyd Memorial Hospital and Health Services

Defined contribution planMerged

Merged. In 2017 its assets moved to the Baptist Healthcare System Thrift PL, sponsored by Baptist Healthcare System (EIN 61-0444707, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 61-0444707
Participants (2016): 3,841
Net assets (2016): $91.1 million
Recordkeeper: Transamerica2016–2017
Plan administrator: Baptist Healthcare System Inc.
2701 Eastpoint Pkwy
Louisville, KY 40223
(502) 896-5000As filed for 2017
In effect since: October 1, 2016

Year by year, 2016 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	Transamerica
2016	3,841	$91.1 million	Transamerica

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Baptist Health 401(k) 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 ((502) 896-5050). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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 4 plans

Baptist Health 401(k) Plan

Baptist Health Thrift Plan

Pension Plan for Employees of Baptist Health Richmond

Floyd Memorial Hospital and Health Services

If you had money in one of these plans

What these numbers are

Other health care employers in KY