Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Agrace Hospicecare Employee Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Agrace Hospicecare · Wisconsin · Healthcare & Social Assistance

What the 2023 filing shows

Agrace Hospicecare Employee Retirement Plan holds $33M for 784 participants — about $41,926 per participant, down 15.5% over the 2022 plan year.

$33M
total plan assets (2022 EOY)
784
covered participants
$41,926
avg assets per participant
-15.5%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$33M
Participants
784
State
Industry
Healthcare & Social Assistance

What the Filing Says About Agrace Hospicecare Employee Retirement Plan

Agrace Hospicecare Employee Retirement Plan is a Profit Sharing retirement plan sponsored by Agrace Hospicecare, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 784 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391319537, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $39M at the beginning of 2022 to $33M at year-end — a decline of 15.5%. Net assets (after liabilities) closed the year at $33M, with reported net income of $-6,028,086 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$39M
Total Assets (End of Year)$33M
Net Assets (End of Year)$33M
Net Income$-6,028,086
Plan TypeProfit Sharing
Employer EIN391319537
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agrace Hospicecare)

Year Plans Participants Total Assets
2022 1 784 $33M
2023 1 817 $42M

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Agrace Hospicecare Employee Retirement Plan?
As of the 2022 Form 5500 filing, Agrace Hospicecare Employee Retirement Plan holds $33M in total assets with 784 participants. It is sponsored by Agrace Hospicecare.
What type of plan is Agrace Hospicecare Employee Retirement Plan?
Agrace Hospicecare Employee Retirement Plan is a Profit Sharing plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 391319537.
Who sponsors the Agrace Hospicecare Employee Retirement Plan?
Agrace Hospicecare Employee Retirement Plan is sponsored by Agrace Hospicecare, located in Wisconsin. The sponsor's EIN is 391319537 and the plan operates in the Healthcare & Social Assistance industry.
How did Agrace Hospicecare Employee Retirement Plan perform in 2022?
Agrace Hospicecare Employee Retirement Plan declined by 15.5% during 2022, moving from $39M to $33M in total assets. Net income was $-6,028,086.
Where can I find official filings for Agrace Hospicecare Employee Retirement Plan?
Official Form 5500 filings for Agrace Hospicecare Employee Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391319537 or plan name at efast.dol.gov.
How does Agrace Hospicecare Employee Retirement Plan compare to other plans?
You can compare Agrace Hospicecare Employee Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 391319537.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.