Other · DOL Form 5500 · 2022

Hospice Brazos Valley, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
99
Participants Small participant base
49th
Percentile by assets National rank
$46,847
Avg per participant Low balance/head
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Official DOL plan name: Hospice Brazos Valley, Inc. ERISA 403(b) Plan · Sponsored by Hospice Brazos Valley, Inc. · Texas · Healthcare & Social Assistance

$5M in assets, 99 participants

Hospice Brazos Valley, Inc.'s Hospice Brazos Valley, Inc. ERISA 403(b) Plan reported $5M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,918 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Hospice Brazos Valley, Inc. ERISA 403(b) Plan pulled back noticeably 14.0% in 2022 ($5M → $5M) for 99 participants.

#10,918
in Healthcare & Social Assistance (20,060 peers)
-14.0%
assets change YoY

The plan reported a net loss of $754K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hospice Brazos Valley, Inc. ERISA 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hospice Brazos Valley, Inc. ERISA 403(b) Plan vs every filed plan by assets

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

$4,637,888 49th percentile higher than 49% 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 Brazos Valley, Inc. ERISA 403(b) 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. Hospice Brazos Valley, Inc. ERISA 403(b) Plan is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 742229794 · Hospice Brazos Valley, Inc. PY 2022 · Other

Hospice Brazos Valley, Inc. ERISA 403(b) Plan · $5M · 99 · 49th

  • BOOK $5M
  • BOOK 99
  • BOOK 49th
  • BOOK Other
  • BOOK near New Communities, Inc. 403(b) Plan
  • BOOK ind #10918

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 Texas →

Hospice Brazos Valley, Inc. ERISA 403(b) Plan in the asset neighbourhood

Hospice Brazos Valley, Inc. ERISA 403(b) PlanHospice Brazos Valley, Inc. …$5MNew Communities, Inc. 403(b) PlanNew Communities, Inc. 403(b)…$5M403(b) Thrift Plan of Primary Care Coalition of Montgomery County, Md, Inc.403(b) Thrift Plan of Primar…$5MJipc Savings Plan$5MZootampa 403(b) Retirement PlanZootampa 403(b) Retirement P…$5M
End-of-year total assets ($M) among Hospice Brazos Valley, Inc. ERISA 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Hospice Brazos Valley, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Hospice Brazos Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.2212239709108974% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M$4.8M 202220232024 $4.64M $4.69M ▲ +1.1%
Year Plans Participants Total Assets
2022 1 99 $5M
2023 1 85 $4M
2024 1 88 $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$754K
Employer EIN742229794
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Texas

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

Hospice Brazos Valley, Inc. ERISA 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Hospice Brazos Valley, Inc. ERISA 403(b) Plan, Total assets ($B): 0.004637888 · Participants: 99Hospice Brazos Valley, Inc. ERISA 403(b) PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Hospice Brazos Valley, Inc. ERISA 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

Hospice Brazos Valley, Inc. ERISA 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is New Communities, Inc. 403(b) Plan in ME ($5M); by covered participants it is New Horizons Community Support Services 403(b) Retirement Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Brazos Valley, Inc. ERISA 403(b) Plan assets move in 2022?
Hospice Brazos Valley, Inc. ERISA 403(b) Plan pulled back noticeably - down 14.0% during 2022, from $5M to $5M. Reported net income was -$754K.
How have Hospice Brazos Valley, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hospice Brazos Valley, Inc.'s sponsor-wide assets grew 1.2%, from $5M to $5M.
Which Other plans are similar in size to Hospice Brazos Valley, Inc. ERISA 403(b) Plan?
Among Other plans in other states, the closest by assets is New Communities, Inc. 403(b) Plan in ME ($5M, 314 participants).
Which Other plans cover a similar participant headcount to Hospice Brazos Valley, Inc. ERISA 403(b) Plan?
Among Other plans in other states, the closest by covered participants is New Horizons Community Support Services 403(b) Retirement Plan in MO (99 participants, $4M in assets).