Other · DOL Form 5500 · 2022
Sharon S. Richardson Community Hospice Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $24,942
- Avg per participant Low balance/head
Official DOL plan name: Sharon S. Richardson Community Hospice 403(b) Plan · Sponsored by Sharon S. Richardson Community Hospice · Wisconsin · Healthcare & Social Assistance
$3M in assets, 101 participants
Sharon S. Richardson Community Hospice's Sharon S. Richardson Community Hospice 403(b) Plan reported $3M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #7,973 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Sharon S. Richardson Community Hospice 403(b) Plan covers 101 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.
- #7,973
- in Healthcare & Social Assistance (20,060 peers)
- -1.9%
- assets change YoY
The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sharon S. Richardson Community Hospice 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sharon S. Richardson Community Hospice 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,519,183 37th percentile higher than 37% 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
Sharon S. Richardson Community 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. Sharon S. Richardson Community Hospice 403(b) Plan sits mid-pack in the medium band (101 participants).
Plan-year Form 5500 strip
Filing strip 043794775 · Sharon S. Richardson Community Hospice PY 2022 · Other
Sharon S. Richardson Community Hospice 403(b) Plan · $3M · 101 · 37th
- SCH $3M
- EBSA 101
- PART 37th
- TYPE Other
- NET near Sussex County Senior Services Retirement Plan
- BOOK ind #7973
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 Wisconsin →
Sharon S. Richardson Community Hospice 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$49K |
| Employer EIN | 043794775 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharon S. Richardson Community Hospice)
Sponsor-wide plan assets over time
All Sharon S. Richardson Community Hospice plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 62.98784169312035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $3M |
| 2023 | 1 | 119 | $3M |
| 2024 | 1 | 124 | $4M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Sharon S. Richardson Community Hospice 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Sussex County Senior Services Retirement Plan in DE ($3M); by covered participants it is Bcbs Health Plan in NE (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Bcbs Health Plan (NE) 101 · 0 off
- Rowan Regional Medical Center, Inc. Incentive Savi (NC) 101 · 0 off
- The New Foundations Retirement Plan (GA) 101 · 0 off
- National Ffa Organization 403(b) Plan (IN) 101 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.