Other · DOL Form 5500 · 2022

Agrace Hospicecare Retirement Plan

Data updated 2026-08-11

$33M
Total assets
784
Participants
84th
Percentile by assets
$41,926
Avg per participant
PlainRetire home → About this data

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.

  • 84th percentile by assets (of 139,126 plans)
  • #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.

$33M
total plan assets (2022 EOY)
784
covered participants
84th
percentile by assets (of 139,126 plans)
$41,926
avg assets per participant

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 vs the 2022 asset distribution

By assets, Agrace Hospicecare Employee Retirement Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$30M$35M$40M$45M 20222023 $32.9M $41.6M ▲ +26.6%
Total plan assets by year, all Agrace Hospicecare plans on file
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

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 E…The Medical College …Froedtert Health, In…University of Wiscon…Marquette University…Children's Hospital …
Agrace Hospicecare Employee Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Agrace Hospicecare Employee Retirement Plan by total assets, not by location.

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).

Next read for Agrace Hospicecare Employee Retirement P…

Scale reading

Ways to act on Agrace Hospicecare Employee Retirement Plan's numbers.