Baptist Health South Florida 401(k) match, vesting and fees
What Baptist Health South Florida's 401(k) 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Grant Thornton, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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 South Florida: employer contribution per participant | $381 | |
| Peer median | $1,358 |
| Baptist Health South Florida: average balance | $35,319 | |
| Peer median | $44,442 |
| Baptist Health South Florida: admin expenses ÷ assets | 0.13% | |
| 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 $158M at the end of plan year 2023 to $163M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,626 | $163M | $1.8M | $381 | 0.13% | Not published | Form 5500 ↗ |
| 2023 | 5,450 | $158M | $4.4M | $804 | 0.13% | Not published | Form 5500 ↗ |
Other Baptist Health South Florida plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Baptist Health South Florida, Inc. 403(b) Employee Retirement 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.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Grant Thornton, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Baptist Health South Florida match 401(k) contributions?
The match terms for the Baptist Health Enterprises, Inc. 401(k) Employee Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $381 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baptist Health South Florida 401(k) match vested?
The vesting schedule for the Baptist Health Enterprises, Inc. 401(k) Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baptist Health South Florida 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Baptist Health South Florida, Inc..
I left Baptist Health South Florida. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baptist Health South Florida, Inc., (786) 596-6947) or the recordkeeper, Transamerica Retirement Solutions. The Baptist Health South Florida old 401(k) page lists the contacts from every plan filing. Find an old Baptist Health South Florida 401(k)
Data from the public Form 5500 annual reports Baptist Health South Florida filed with the U.S. Department of Labor (plan years 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 South Florida. Not financial advice. Report a correction · Methodology