Baptist Health System 401(k) Plan: Login, Facts & Contact Information

Baptist Health System 401(k) Plan Facts

Plan name
BAPTIST HEALTH SYSTEM, INC. MATCHED SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BAPTIST HEALTH SYSTEM, INC.
Participants
18,269 (12,975 active employees)
Former employees with a balance
5,543
Plan assets
$782,818,484 at Dec 31, 2024
Average account balance
$44,063 across 17,766 accounts
Employer contributions
$29,525,150 in plan year 2024 (34% of all contributions)
Recordkeeper
Valic Retirement Services Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Nov 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $86.4 million went into the plan in contributions, $29.5 million of it from the employer (34%).
  • $94.9 million was paid out to participants.
  • Investment and other income added $82.4 million.
  • Administrative expenses were $845,346, about $48 per account.

How the Baptist Health System 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201912,669$503.5 million$14.1 million$32.9 million
202014,828$595.2 million$17.6 million$38.2 million
202115,894$689.0 million$20.4 million$46.7 million
202216,799$592.8 million$22.9 million$64.1 million
202318,487$709.7 million$25.6 million$54.2 million
202418,269$782.8 million$29.5 million$94.9 million

Baptist Health System 401(k) Contact Information

Phone
904-202-4478
Mailing address
841 PRUDENTIAL DR, SUITE 640, JACKSONVILLE FL 322078202
Plan sponsor
BAPTIST HEALTH SYSTEM, INC.
Employer identification number (EIN)
59-2487136
Plan number
003

Questions about the Baptist Health System 401(k)

Does Baptist Health System contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $29.5 million, 34% of all contributions.

Does the Baptist Health System 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Baptist Health System 401(k) plan?

18,269 participants at the start of plan year 2024, 12,975 of them active employees, and 5,543 former employees who still had money in the plan.

What is the average 401(k) balance at Baptist Health System?

About $44,063 per account: $782.8 million in plan assets across 17,766 accounts with a balance at the end of plan year 2024.

Who manages the Baptist Health System 401(k) accounts?

Transamerica (listed on the filing as VALIC RETIREMENT SERVICES COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Baptist Health System. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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