Other · DOL Form 5500 · 2022
Lake Sunapee Home Care and Hospice Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $37,001
- Avg per participant Low balance/head
Official DOL plan name: Lake Sunapee Home Care and Hospice ERISA 403(b) Plan · Sponsored by Lake Sunapee Home Care and Hospice · New Hampshire · Healthcare & Social Assistance
$5M in assets, 123 participants
Lake Sunapee Home Care and Hospice's Lake Sunapee Home Care and Hospice ERISA 403(b) Plan reported $5M in total assets and 123 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.
- #10,839 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Hampshire
Lake Sunapee Home Care and Hospice ERISA 403(b) Plan covers 123 participants in New Hampshire, about 41% of the average New Hampshire filer (state average ~301 per filing). Assets: $5M.
- #10,839
- in Healthcare & Social Assistance (20,060 peers)
- -15.2%
- assets change YoY
The plan reported a net loss of $815K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lake Sunapee Home Care and Hospice ERISA 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lake Sunapee Home Care and Hospice ERISA 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,551,064 49th percentile higher than 49% 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
Lake Sunapee Home Care and Hospice ERISA 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. Lake Sunapee Home Care and Hospice ERISA 403(b) Plan sits mid-pack in the medium band (123 participants).
EBSA filing schedule strip
Filing strip 237066056 · Lake Sunapee Home Care and Hospice PY 2022 · Other
Lake Sunapee Home Care and Hospice ERISA 403(b) Plan · $5M · 123 · 49th
- EIN $5M
- RANK 123
- PHOTO 49th
- IND Other
- EOY near York Preparatory Academy, Inc. 403(b) Plan
- 5500 ind #10839
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 New Hampshire →
Lake Sunapee Home Care and Hospice ERISA 403(b) Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$815K |
| Employer EIN | 237066056 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Sunapee Home Care and Hospice)
Sponsor-wide plan assets over time
All Lake Sunapee Home Care and Hospice plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 33.28138211196327% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $5M |
| 2023 | 1 | 101 | $5M |
| 2024 | 1 | 90 | $6M |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth-Hitchcock Employee Investment Plan $971M · 10,713
- Supplemental Retirement Accounts for All Employees of Dartmouth College $849M · 3,980
- Solutionhealth & Elliot Health System 403(b) Savings Plan $341M · 4,670
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $329M · 77
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $242M · 2,558
Lake Sunapee Home Care and Hospice ERISA 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is York Preparatory Academy, Inc. 403(b) Plan in SC ($5M); by covered participants it is Lawrence Academy Retirement Plan in MA (123 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 (123 participants); asset peers above are excluded.
- Lawrence Academy Retirement Plan (MA) 123 · 0 off
- Epsi 403(b) Plan (TX) 123 · 0 off
- Medic Ems Retirement Plan (IA) 123 · 0 off
- Greater Erie Community Action Committee Tax Deferred Annuity Program (PA) 123 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.