Other · DOL Form 5500 · 2022

Agrace Hospicecare Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
784
Participants Near avg headcount
84th
Percentile by assets National rank
$41,926
Avg per participant Low balance/head
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Official DOL plan name: Agrace Hospicecare Employee Retirement Plan · Sponsored by Agrace Hospicecare · Wisconsin · Healthcare & Social Assistance

$33M in assets, 784 participants

Agrace Hospicecare's Agrace Hospicecare Employee Retirement Plan reported $33M in total assets and 784 participants in its 2022 DOL Form 5500 filing, ranking in the 84th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #17,337 in Healthcare & Social Assistance (20,060 peers)

Where Agrace Hospicecare Employee Retirement Plan sits by assets

Agrace Hospicecare Employee Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 784 participants (~$41,926/participant), down 15.5% in 2022.

#17,337
in Healthcare & Social Assistance (20,060 peers)
-15.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Agrace Hospicecare Employee Retirement Plan's outsized position by total assets

Agrace Hospicecare Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$32,870,073 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Agrace Hospicecare Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agrace Hospicecare Employee Retirement Plan sits mid-pack in the medium band (784 participants).

DOL schedule card

Filing strip 391319537 · Agrace Hospicecare PY 2022 · Other

Agrace Hospicecare Employee Retirement Plan · $33M · 784 · 84th

  • EOY $33M
  • EOY 784
  • EOY 84th
  • EOY Other
  • EOY near The Lebanese American University 403(b) Plan
  • EOY ind #17337

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Agrace Hospicecare Employee Retirement Plan in the asset neighbourhood

Community Research Foundation Retirement Savings PlanCommunity Research Foundatio…$33MAgrace Hospicecare Employee Retirement PlanAgrace Hospicecare Employee …$33MThe Lebanese American University 403(b) PlanThe Lebanese American Univer…$33MOglethorpe University 403(b) Retirement ProgramOglethorpe University 403(b)…$33MChc Retirement Savings Plan$33M
End-of-year total assets ($M) among Agrace Hospicecare Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

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

Sponsor Plan History (Agrace Hospicecare)

Sponsor-wide plan assets over time

All Agrace Hospicecare plans reported in each filing year

Latest sponsor-wide plan assets
$42M 26.552788611087053% vs 2022
2023 filing year
$30M$35M$40M$45M 20222023 $32.9M $41.6M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 784 $33M
2023 1 817 $42M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Agrace Hospicecare Employee Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Agrace Hospicecare Employee Retirement Plan, Total assets ($B): 0.032870073 · Participants: 784Agrace Hospicecare Employee Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Agrace Hospicecare Employee Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Agrace Hospicecare Employee Retirement Plan side-by-side with 3 peers →

Agrace Hospicecare Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Lebanese American University 403(b) Plan in NY ($33M); by covered participants it is Colorado College Retirement Benefit Plan in CO (785 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (784 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Agrace Hospicecare Employee Retirement Plan assets move in 2022? ▼
Agrace Hospicecare Employee Retirement Plan declined sharply - down 15.5% during 2022, from $39M to $33M. Reported net income was -$6M.
How have Agrace Hospicecare plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Agrace Hospicecare's sponsor-wide assets grew 26.6%, from $33M to $42M.
Where does Agrace Hospicecare Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Agrace Hospicecare Employee Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Agrace Hospicecare Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Lebanese American University 403(b) Plan in NY ($33M, 99 participants).
Which Other plans cover a similar participant headcount to Agrace Hospicecare Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Colorado College Retirement Benefit Plan in CO (785 participants, $319M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

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