Other · DOL Form 5500 · 2022
Hospice of Wake County, Inc. Dba Transitions Lifecare Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 515
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $47,816
- Avg per participant Low balance/head
Official DOL plan name: Hospice of Wake County, Inc. Retirement Savings Plan · Sponsored by Hospice of Wake County, Inc. Dba Transitions Lifecare · North Carolina · Other Services
$25M in assets, 515 participants
Hospice of Wake County, Inc. Dba Transitions Lifecare's Hospice of Wake County, Inc. Retirement Savings Plan reported $25M in total assets and 515 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #7,531 in Other Services (8,398 peers)
Where Hospice of Wake County, Inc. Retirement Savings Plan sits by assets
Hospice of Wake County, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $25M for 515 participants (~$47,816/participant), down 15.9% in 2022.
- #7,531
- in Other Services (8,398 peers)
- -15.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hospice of Wake County, Inc. Retirement Savings Plan's outsized position by total assets
Hospice of Wake County, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,625,352 Top 20% higher than 80% 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 Wake County, Inc. Retirement Savings 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. Hospice of Wake County, Inc. Retirement Savings Plan sits mid-pack in the medium band (515 participants).
DOL schedule card
Filing strip 561228779 · Hospice of Wake County, Inc. Dba Transitions Lifecare PY 2022 · Other
Hospice of Wake County, Inc. Retirement Savings Plan · $25M · 515 · 80th
- BOY $25M
- BOY 515
- BOY 80th
- BOY Other
- BOY near Texas Scottish Rite Hospital for Children 401(a) Plan
- BOY ind #7531
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 Other Services retirement plans → · Plans in North Carolina →
Hospice of Wake County, Inc. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$5M |
| Employer EIN | 561228779 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of Wake County, Inc. Dba Transitions Lifecare)
Sponsor-wide plan assets over time
All Hospice of Wake County, Inc. Dba Transitions Lifecare plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 17.448761747649332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 515 | $25M |
| 2023 | 1 | 445 | $27M |
| 2024 | 1 | 402 | $29M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Hospice of Wake County, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Texas Scottish Rite Hospital for Children 401(a) Plan in TX ($25M); by covered participants it is The College of Saint Rose 403(b) Retirement Plan in NY (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (515 participants); asset peers above are excluded.
- The College of Saint Rose 403(b) Retirement Plan (NY) 514 · 1 off
- La Rabida Children's Hospital 403(b) Retirement Savings Plan (IL) 516 · 1 off
- Reinhardt University 403(b) Retirement Plan (GA) 514 · 1 off
- C.C. Young Retirement Plan (TX) 516 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.