Other · DOL Form 5500 · 2022

Caldwell Hospice and Palliative Care, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
235
Participants Below avg headcount
60th
Percentile by assets National rank
$33,910
Avg per participant Low balance/head
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Official DOL plan name: Caldwell Hospice and Palliative Care, Inc. Retirement Plan · Sponsored by Caldwell Hospice and Palliative Care, Inc. · North Carolina · Healthcare & Social Assistance

$8M in assets, 235 participants

Caldwell Hospice and Palliative Care, Inc.'s Caldwell Hospice and Palliative Care, Inc. Retirement Plan reported $8M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,255 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Caldwell Hospice and Palliative Care, Inc. Retirement Plan covers 235 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#13,255
in Healthcare & Social Assistance (20,060 peers)
+14.8%
assets growth YoY

The plan reported a net loss of $946K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caldwell Hospice and Palliative Care, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Caldwell Hospice and Palliative Care, Inc. Retirement Plan vs every filed plan by assets

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

$7,968,892 Top 40% higher than 60% 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

Caldwell Hospice and Palliative Care, Inc. Retirement 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. Caldwell Hospice and Palliative Care, Inc. Retirement Plan sits mid-pack in the medium band (235 participants).

Plan-year Form 5500 strip

Filing strip 561338470 · Caldwell Hospice and Palliative Care, Inc. PY 2022 · Other

Caldwell Hospice and Palliative Care, Inc. Retirement Plan · $8M · 235 · 60th

  • TYPE $8M
  • TYPE 235
  • TYPE 60th
  • TYPE Other
  • TYPE near The Guild for Human Services Defined Contribution Plan
  • TYPE ind #13255

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 North Carolina →

Caldwell Hospice and Palliative Care, Inc. Retirement Plan in the asset neighbourhood

Caldwell Hospice and Palliative Care, Inc. Retirement PlanCaldwell Hospice and Palliat…$8MThe Guild for Human Services Defined Contribution PlanThe Guild for Human Services…$8MLake View Memorial Hospital Employees Retirement PlanLake View Memorial Hospital …$8MBellevue Christian School 403(b) PlanBellevue Christian School 40…$8MFamily Health Centers, Inc. 403b PlanFamily Health Centers, Inc. …$8M
End-of-year total assets ($M) among Caldwell Hospice and Palliative Care, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income-$946K
Employer EIN561338470
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caldwell Hospice and Palliative Care, Inc.)

Sponsor-wide plan assets over time

All Caldwell Hospice and Palliative Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.200424852037145% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.97M $10.6M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 235 $8M
2023 1 263 $9M
2024 1 260 $11M

Nearby Other Plans in North Carolina

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

Caldwell Hospice and Palliative Care, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Caldwell Hospice and Palliative Care, Inc. Retirement Plan, Total assets ($B): 0.007968892 · Participants: 235Caldwell Hospice and Palliative Care, Inc. Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Caldwell Hospice and Palliative Care, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Caldwell Hospice and Palliative Care, Inc. Retirement Plan side-by-side with 3 peers →

Caldwell Hospice and Palliative Care, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Guild for Human Services Defined Contribution Plan in MA ($8M); by covered participants it is Boston Ballet 403(b) Retirement Plan in MA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Caldwell Hospice and Palliative Care, Inc. Retirement Plan assets move in 2022? ▼
Caldwell Hospice and Palliative Care, Inc. Retirement Plan grew at a solid clip - up 14.8% during 2022, from $7M to $8M. Reported net income was -$946K.
How have Caldwell Hospice and Palliative Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caldwell Hospice and Palliative Care, Inc.'s sponsor-wide assets grew 33.2%, from $8M to $11M.
Which Other plans are similar in size to Caldwell Hospice and Palliative Care, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Guild for Human Services Defined Contribution Plan in MA ($8M, 533 participants).
Which Other plans cover a similar participant headcount to Caldwell Hospice and Palliative Care, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Boston Ballet 403(b) Retirement Plan in MA (235 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561338470.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.