Baptist Health Care 403(b) match, vesting and fees
What Baptist Health Care's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Institutional Plan Services | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Baptist Health Care: employer contribution per participant | $904 | |
| Peer median | $1,358 |
| Baptist Health Care: average balance | $72,672 | |
| Peer median | $44,442 |
| Baptist Health Care: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $261M at the end of plan year 2023 to $298M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,751 | $298M | $3.7M | $904 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 6,530 | $261M | $1.9M | $467 | 0.30% | Not published | Form 5500 ↗ |
Other Baptist Health Care plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Baptist Health Care, Inc. Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Baptist Health Care match 401(k) contributions?
The match terms for the Baptist Health Care, Inc. Retirement Savings 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.7M in employer contributions, about $904 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baptist Health Care 401(k) match vested?
The vesting schedule for the Baptist Health Care, Inc. Retirement Savings 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baptist Health Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Institutional Plan Services. The plan administrator is Baptist Health Care, Inc.
I left Baptist Health Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baptist Health Care, Inc, (850) 469-2194) or the recordkeeper, Voya Institutional Plan Services. The Baptist Health Care old 401(k) page lists the contacts from every plan filing. Find an old Baptist Health Care 401(k)
Data from the public Form 5500 annual reports Baptist Health Care filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Baptist Health Care. Not financial advice. Report a correction · Methodology