Other · DOL Form 5500 · 2022

HOPE Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
929
Participants Near avg headcount
80th
Percentile by assets National rank
$26,441
Avg per participant Low balance/head
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Official DOL plan name: Hope Hospice and Community Services, Inc. 403(b) Plan · Sponsored by HOPE · Florida · Healthcare & Social Assistance

$25M in assets, 929 participants

HOPE's Hope Hospice and Community Services, Inc. 403(b) Plan reported $25M in total assets and 929 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.

  • #16,698 in Healthcare & Social Assistance (20,060 peers)

Where Hope Hospice and Community Services, Inc. 403(b) Plan sits by assets

Hope Hospice and Community Services, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $25M for 929 participants (~$26,441/participant), down 12.7% in 2022.

#16,698
in Healthcare & Social Assistance (20,060 peers)
-12.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hope Hospice and Community Services, Inc. 403(b) Plan's outsized position by total assets

Hope Hospice and Community Services, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,563,613 Top 20% higher than 80% 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

Hope Hospice and Community Services, Inc. 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. Hope Hospice and Community Services, Inc. 403(b) Plan sits mid-pack in the medium band (929 participants).

DOL schedule card

Filing strip 592128697 · HOPE PY 2022 · Other

Hope Hospice and Community Services, Inc. 403(b) Plan · $25M · 929 · 80th

  • PHOTO $25M
  • PHOTO 929
  • PHOTO 80th
  • PHOTO Other
  • PHOTO near Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan
  • PHOTO ind #16698

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 Florida →

Hope Hospice and Community Services, Inc. 403(b) Plan in the asset neighbourhood

Texas Scottish Rite Hospital for Children 401(a) PlanTexas Scottish Rite Hospital…$25MHeritage Hall 403(b) DC and Tda PlanHeritage Hall 403(b) DC and …$25MHospice of Wake County, Inc. Retirement Savings PlanHospice of Wake County, Inc.…$25MHope Hospice and Community Services, Inc. 403(b) PlanHope Hospice and Community S…$25MCombined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement PlanCombined Jewish Philanthropi…$25M
End-of-year total assets ($M) among Hope Hospice and Community Services, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN592128697
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HOPE)

Sponsor-wide plan assets over time

All HOPE plans reported in each filing year

Latest sponsor-wide plan assets
$13M 63.81228005305877% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $35.6M $12.9M ▼ -63.8%
Year Plans Participants Total Assets
2022 2 1,653 $36M
2023 2 1,624 $33M
2024 2 547 $13M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Hope Hospice and Community Services, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Hope Hospice and Community Services, Inc. 403(b) Plan, Total assets ($B): 0.024563613 · Participants: 929Hope Hospice and Community Services, Inc. 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Hope Hospice and Community Services, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Hope Hospice and Community Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan in MA ($25M); by covered participants it is Norwich University Defined Contribution Retirement Plan in VT (929 participants). Same-state nearby plans are listed separately above.

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 Hope Hospice and Community Services, Inc. 403(b) Plan assets move in 2022? ▼
Hope Hospice and Community Services, Inc. 403(b) Plan pulled back noticeably - down 12.7% during 2022, from $28M to $25M. Reported net income was -$4M.
How have HOPE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), HOPE's sponsor-wide assets declined 63.8%, from $36M to $13M.
Where does Hope Hospice and Community Services, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Hope Hospice and Community Services, Inc. 403(b) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Hope Hospice and Community Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan in MA ($25M, 156 participants).
Which Other plans cover a similar participant headcount to Hope Hospice and Community Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Norwich University Defined Contribution Retirement Plan in VT (929 participants, $154M in assets).