401(k) · DOL Form 5500 · 2022
Addison County Home Health & Hospice, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $58,497
- Avg per participant Low balance/head
Official DOL plan name: Addison County Home Health & Hospice Retirement Savings Plan · Sponsored by Addison County Home Health & Hospice, Inc. · Vermont · Healthcare & Social Assistance
$5M in assets, 90 participants
Addison County Home Health & Hospice, Inc.'s Addison County Home Health & Hospice Retirement Savings Plan reported $5M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,516 in Healthcare & Social Assistance (20,060 peers)
Addison County Home Health & Hospice, Inc. multi-year trail
Addison County Home Health & Hospice, Inc.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Addison County Home Health & Hospice Retirement Savings Plan at $5M / 90 participants.
- #11,516
- in Healthcare & Social Assistance (20,060 peers)
- -20.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Addison County Home Health & Hospice Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Addison County Home Health & Hospice Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,264,691 Top 48% higher than 52% 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
Addison County Home Health & Hospice Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Addison County Home Health & Hospice Retirement Savings Plan is a small filing (90 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 237032401 · Addison County Home Health & Hospice, Inc. PY 2022 · 401(k)
Addison County Home Health & Hospice Retirement Savings Plan · $5M · 90 · 52nd
- BOOK $5M
- VS-ST 90
- BOY 52nd
- SCH 401(k)
- EBSA near Verana Health 401(k) Plan
- PART ind #11516
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 Vermont →
Addison County Home Health & Hospice Retirement Savings Plan in the asset neighbourhood
Addison County Home Health & Hospice, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Addison County Home Health & Hospice, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 33.99221340815634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $5M |
| 2023 | 1 | 80 | $6M |
| 2024 | 1 | 80 | $7M |
Addison County Home Health & Hospice, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 237032401 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
Addison County Home Health & Hospice Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Verana Health 401(k) Plan in CA ($5M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Verana Health 401(k) Plan (CA) $5M · 225
- Kelly's Roast Beef, Inc. 401(k) Profit Sharing Plan (MA) $5M · 129
- Vinventions USA, LLC 401(k) Plan & Trust (NC) $5M · 75
- Keystone Planet Fitness Retirement Plan (PA) $5M · 1,063
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Choicelegal Retirement Savings Plan (FL) 90 · 0 off
- Pacific Enterprise Bank 401(k)Plan (CA) 90 · 0 off
- Ambulatory Medical Care, Inc. Savings and Retirement Plan (OH) 90 · 0 off
- Marine Interior Systems 401(k) Plan (LA) 90 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.