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
PlainRetire home → About this data RSS: change history

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

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

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

Lake Sunapee Home Care and Hospice ERISA 403(b) PlanLake Sunapee Home Care and H…$5MYork Preparatory Academy, Inc. 403(b) PlanYork Preparatory Academy, In…$5MEmployee Benefit Plan of Meals on Wheels and More, Inc.Employee Benefit Plan of Mea…$5MSt. Anne Institute 403(b) PlanSt. Anne Institute 403(b) Pl…$5MConnecticut Counseling Centers, Inc. Non-Exempt Salary Reduction PlanConnecticut Counseling Cente…$5M
End-of-year total assets ($M) among Lake Sunapee Home Care and Hospice ERISA 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Hampshire filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$815K
Employer EIN237066056
Plan Effective Date2012-01-01
Filing StatusFILING 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
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.55M $6.07M ▲ +33.4%
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.

Lake Sunapee Home Care and Hospice ERISA 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Lake Sunapee Home Care and Hospice ERISA 403(b) Plan, Total assets ($M): 4.551064 · Participants: 123Lake Sunapee Home Care and Hospice ERISA 403(b) PlanDartmouth-Hitchcock Employee Investment Plan, Total assets ($M): 971.497026 · Participants: 10713Dartmouth-Hitchcock Employee Investment PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($M): 848.987653 · Participants: 3980Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($M): 340.679016 · Participants: 4670Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($M): 328.833809 · Participants: 77403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($M): 241.794072 · Participants: 2558Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Lake Sunapee Home Care and Hospice ERISA 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Lake Sunapee Home Care and Hospice ERISA 403(b) Plan assets move in 2022?
Lake Sunapee Home Care and Hospice ERISA 403(b) Plan declined sharply - down 15.2% during 2022, from $5M to $5M. Reported net income was -$815K.
How have Lake Sunapee Home Care and Hospice plan assets changed over time?
Across 3 plan years on file (2022-2024), Lake Sunapee Home Care and Hospice's sponsor-wide assets grew 33.3%, from $5M to $6M.
Which Other plans are similar in size to Lake Sunapee Home Care and Hospice ERISA 403(b) Plan?
Among Other plans in other states, the closest by assets is York Preparatory Academy, Inc. 403(b) Plan in SC ($5M, 213 participants).
Which Other plans cover a similar participant headcount to Lake Sunapee Home Care and Hospice ERISA 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Lawrence Academy Retirement Plan in MA (123 participants, $29M in assets).