Other · DOL Form 5500 · 2022

Hospice of Southern Maine Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
147
Participants Small participant base
54th
Percentile by assets National rank
$40,552
Avg per participant Low balance/head
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Official DOL plan name: Hospice of Southern Maine Retirement Savings Plan · Sponsored by Hospice of Southern Maine · Maine · Healthcare & Social Assistance

$6M in assets, 147 participants

Hospice of Southern Maine's Hospice of Southern Maine Retirement Savings Plan reported $6M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,041 in Healthcare & Social Assistance (20,060 peers)

Coverage in Maine

Hospice of Southern Maine Retirement Savings Plan covers 147 participants in Maine, about 31% of the average Maine filer (state average ~472 per filing). Assets: $6M.

#12,041
in Healthcare & Social Assistance (20,060 peers)
-5.0%
assets change YoY

The plan reported a net loss of $311K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hospice of Southern Maine Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hospice of Southern Maine Retirement Savings Plan vs every filed plan by assets

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

$5,961,139 Top 46% higher than 54% 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

Hospice of Southern Maine Retirement Savings 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. Hospice of Southern Maine Retirement Savings Plan sits mid-pack in the medium band (147 participants).

Form 5500 schedule snapshot

Filing strip 010540180 · Hospice of Southern Maine PY 2022 · Other

Hospice of Southern Maine Retirement Savings Plan · $6M · 147 · 54th

  • SCH $6M
  • EBSA 147
  • PART 54th
  • TYPE Other
  • NET near The Heritage Community of Kalamazoo 403 (B) Plan
  • BOOK ind #12041

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 Maine →

Hospice of Southern Maine Retirement Savings Plan in the asset neighbourhood

Hospice of Southern Maine Retirement Savings PlanHospice of Southern Maine Re…$6MThe Heritage Community of Kalamazoo 403 (B) PlanThe Heritage Community of Ka…$6MClinica De Salud Del Valle De Salinas 403(b) PlanClinica De Salud Del Valle D…$6MSt. Andrews on the Marsh, Inc 403(b) DC PlanSt. Andrews on the Marsh, In…$6MMaranatha High School Tax Deferred 403(b)(7) PlanMaranatha High School Tax De…$6M
End-of-year total assets ($M) among Hospice of Southern Maine Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$311K
Employer EIN010540180
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospice of Southern Maine)

Sponsor-wide plan assets over time

All Hospice of Southern Maine plans reported in each filing year

Latest sponsor-wide plan assets
$8M 41.68262139165015% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.96M $8.45M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 147 $6M
2023 1 138 $7M
2024 1 149 $8M

Nearby Other Plans in Maine

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

Hospice of Southern Maine Retirement Savings Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Hospice of Southern Maine Retirement Savings Plan, Total assets ($B): 0.005961139 · Participants: 147Hospice of Southern Maine Retirement Savings PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 1.77927406 · Participants: 21547Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 0.937634941 · Participants: 11671Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.437984728 · Participants: 2458Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.32539549 · Participants: 4592Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.248274179 · Participants: 894Colby College Retirement Plan
Hospice of Southern Maine Retirement Savings Plan vs. nearby Other plans in Maine, assets vs. participants

Hospice of Southern Maine Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is The Heritage Community of Kalamazoo 403 (B) Plan in MI ($6M); by covered participants it is North Carolina Wesleyan University Retirement Plan in NC (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Hospice of Southern Maine Retirement Savings Plan assets move in 2022?
Hospice of Southern Maine Retirement Savings Plan edged down modestly - down 5.0% during 2022, from $6M to $6M. Reported net income was -$311K.
How have Hospice of Southern Maine plan assets changed over time?
Across 3 plan years on file (2022-2024), Hospice of Southern Maine's sponsor-wide assets grew 41.7%, from $6M to $8M.
Which Other plans are similar in size to Hospice of Southern Maine Retirement Savings Plan?
Among Other plans in other states, the closest by assets is The Heritage Community of Kalamazoo 403 (B) Plan in MI ($6M, 310 participants).
Which Other plans cover a similar participant headcount to Hospice of Southern Maine Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is North Carolina Wesleyan University Retirement Plan in NC (147 participants, $23M in assets).