Wake Forest University Baptist Medical Center retirement plans

Wake Forest University Baptist Medical Center, Winston-Salem, NC. EIN 51-0190238. Annual reports 2009–2024. Also filed as North Carolina Baptist Hospital.

Wake Forest University Baptist Medical Center has one active retirement plan on file, the Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan, with 35,237 participants and $3.6 billion in assets in 2024. Transamerica has been its recordkeeper since 2010. No traditional pension plan appears in Wake Forest University Baptist Medical Center's filings since 2009.

Active plans: 1
Participants: 35,237
Plan assets: $3.6 billion
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Health care

The plan

Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan

403(b)Active

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

Plan number: 002Employer EIN 51-0190238
Participants (2024): 35,237
Net assets (2024): $3.6 billion
Recordkeeper: TransamericaEarlier: Variable Annuity Life Insurance Com (2009)
Plan administrator: Wake Forest University Baptist Medical Center
Medical Center Boulevard
Winston-Salem, NC 27157
(336) 716-2387As filed for 2024
In effect since: July 1, 1989

Plans merged into this one: Lexington Memorial Hospital Voluntary Thrift Plan (2012); Tax Deferred Annuity Plan of Wake Forest University Health Sciences (2011); High Point Regional Health Retirement Savings Plan (2017); WRMC Hospital Operating Corporation Retirement Savings Plan (2016).

Earlier sponsor: North Carolina Baptist Hospital (2009–2011).

Earlier plan names: North Carolina Baptist Hospital 403(b) Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	35,237	$3.6 billion	Transamerica
2023	34,873	$3.2 billion	Transamerica
2022	32,933	$2.7 billion	Transamerica
2021	31,553	$3.0 billion	Transamerica
2020	31,258	$2.6 billion	Transamerica
2019	30,089	$2.3 billion	Transamerica
2018	26,914	$1.9 billion	Transamerica
2017	6,676	$1.7 billion	Transamerica
2016	23,631	$1.4 billion	Transamerica
2015	19,390	$1.2 billion	Transamerica
2014	20,592	$1.2 billion	Transamerica
2013	20,561	$1.1 billion	Transamerica
2012	12,781	$929 million	Transamerica
2011	6,121	$262 million	Transamerica
2010	5,539	$253 million	Transamerica
2009	7,817	$226 million	Variable Annuity Life Insurance Com

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Wake Forest Baptist Medical Center 403(b) Retirement 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 ((336) 716-2387). 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.

The plan

Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan

If you had money in one of these plans

What these numbers are

Other health care employers in NC