401(k) · DOL Form 5500 · 2022
Hospice of the Valley 401(k) Plan
Data updated 2026-08-25
- $96M
- Total assets Below avg plan size
- 1,553
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $61,822
- Avg per participant Low balance/head
Official DOL plan name: Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) · Sponsored by Hospice of the Valley · Arizona · Healthcare & Social Assistance
$96M in assets, 1,553 participants
Hospice of the Valley's Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) reported $96M in total assets and 1,553 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,771 in Healthcare & Social Assistance (20,060 peers)
Coverage in Arizona
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) covers 1,553 participants in Arizona, 2.8x the typical Arizona plan (state average ~564 per filing). Assets: $96M.
- #18,771
- in Healthcare & Social Assistance (20,060 peers)
- -13.3%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s outsized position by total assets
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$96,008,818 Top 7% higher than 93% 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
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) lands in the large band (1,553 participants).
EBSA filing schedule strip
Filing strip 860338886 · Hospice of the Valley PY 2022 · 401(k)
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) · $96M · 1,553 · 93rd
- 5500 $96M
- ASSETS 1,553
- PCT 93rd
- EIN 401(k)
- RANK near Lantheus Medical Imaging, Inc. Retirement Savings Plan
- PHOTO ind #18771
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 Arizona →
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | -$15M |
| Employer EIN | 860338886 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of the Valley)
Sponsor-wide plan assets over time
All Hospice of the Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 35.399330715643224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,553 | $96M |
| 2023 | 1 | 1,636 | $113M |
| 2024 | 1 | 1,775 | $130M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Lantheus Medical Imaging, Inc. Retirement Savings Plan in MA ($96M); by covered participants it is Sparks Personnel 401(k) Plan in MD (1,553 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96M here).
- Lantheus Medical Imaging, Inc. Retirement Savings Plan (MA) $96M · 589
- The Berdon LLP Retirement Plan (NY) $96M · 403
- Usana Health Sciences 401(k) Plan (UT) $96M · 920
- Harcros Chemicals Inc. Retirement Savings Plan (KS) $96M · 642
Similar participant headcount
Nearest other-state filings by covered participants (1,553 participants); asset peers above are excluded.
- Sparks Personnel 401(k) Plan (MD) 1,553 · 0 off
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust (NM) 1,553 · 0 off
- Enhance Therapies 401(k) Plan (NJ) 1,553 · 0 off
- Orthovirginia, Inc. 401(k) Profit Sharing Plan and Trust (VA) 1,552 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.