Baptist Healthcare System 401(k) match, vesting and fees
What Baptist Healthcare System'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Deloitte & Touche 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 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Baptist Healthcare System: employer contribution per participant | $2,649 | |
| Peer median | $2,155 |
| Baptist Healthcare System: average balance | $41,619 | |
| Peer median | $66,935 |
| Baptist Healthcare System: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.08% |
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 $646M at the end of plan year 2023 to $852M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 21,546 | $852M | $54.2M | $2,649 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 19,840 | $646M | $49.1M | $2,666 | 0.21% | Not published | Form 5500 ↗ |
Other Baptist Healthcare System plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Baptist Health Thrift 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Deloitte & Touche LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Pension Plan for Employees of Baptist Health Richmond
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 | Deloitte & Touche LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Baptist Healthcare System match 401(k) contributions?
The match terms for the Baptist Health 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $54.2M in employer contributions, about $2,649 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baptist Healthcare System 401(k) match vested?
The vesting schedule for the Baptist Health 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baptist Healthcare System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Baptist Healthcare System.
I left Baptist Healthcare System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baptist Healthcare System, (502) 896-5050) or the recordkeeper, Fidelity Investments Institutional. The Baptist Healthcare System old 401(k) page lists the contacts from every plan filing. Find an old Baptist Healthcare System 401(k)
Data from the public Form 5500 annual reports Baptist Healthcare System 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 Healthcare System. Not financial advice. Report a correction · Methodology