Other · DOL Form 5500 · 2022
Hoffmann Hospice of the Valley, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $29,166
- Avg per participant Low balance/head
Official DOL plan name: Hoffmann Hospice 403(b) Plan · Sponsored by Hoffmann Hospice of the Valley, Inc. · California · Healthcare & Social Assistance
$5M in assets, 165 participants
Hoffmann Hospice of the Valley, Inc.'s Hoffmann Hospice 403(b) Plan reported $5M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #11,100 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Hoffmann Hospice 403(b) Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $5M.
- #11,100
- in Healthcare & Social Assistance (20,060 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $572K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hoffmann Hospice 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hoffmann Hospice 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,812,353 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hoffmann Hospice 403(b) 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. Hoffmann Hospice 403(b) Plan sits mid-pack in the medium band (165 participants).
Plan-year Form 5500 strip
Filing strip 770386207 · Hoffmann Hospice of the Valley, Inc. PY 2022 · Other
Hoffmann Hospice 403(b) Plan · $5M · 165 · 50th
- PHOTO $5M
- PHOTO 165
- PHOTO 50th
- PHOTO Other
- PHOTO near 403(b) Thrift Plan of Union Settlement Association
- PHOTO ind #11100
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 California →
Hoffmann Hospice 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$572K |
| Employer EIN | 770386207 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hoffmann Hospice of the Valley, Inc.)
Sponsor-wide plan assets over time
All Hoffmann Hospice of the Valley, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 34.84914759993708% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $5M |
| 2023 | 1 | 164 | $5M |
| 2024 | 1 | 169 | $6M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Hoffmann Hospice 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of Union Settlement Association in NY ($5M); by covered participants it is Three Rivers Hospital 403b Plan in TN (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
- Three Rivers Hospital 403b Plan (TN) 165 · 0 off
- Kimbell Art Museum Retirement Plan (TX) 165 · 0 off
- Winchendon School 403(b) Retirement Plan (MA) 165 · 0 off
- Window to the World Communications, Inc. Defined Contribution Retirement Plan (IL) 165 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.