401(k) · DOL Form 5500 · 2022

Hospice of the Upstate, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
145
Participants Small participant base
44th
Percentile by assets National rank
$25,231
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. · Sponsored by Hospice of the Upstate, Inc. · South Carolina · Healthcare & Social Assistance

$4M in assets, 145 participants

Hospice of the Upstate, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. reported $4M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,789 in Healthcare & Social Assistance (20,060 peers)

Coverage in South Carolina

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. covers 145 participants in South Carolina, about 39% of the average South Carolina filer (state average ~369 per filing). Assets: $4M.

#9,789
in Healthcare & Social Assistance (20,060 peers)
-9.5%
assets change YoY

The plan reported a net loss of $383K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. vs every filed plan by assets

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

$3,658,503 44th percentile higher than 44% 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

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. sits mid-pack in the medium band (145 participants).

EBSA filing schedule strip

Filing strip 570859126 · Hospice of the Upstate, Inc. PY 2022 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. · $4M · 145 · 44th

  • PCT $4M
  • EIN 145
  • RANK 44th
  • PHOTO 401(k)
  • IND near Denton House Interiors, Inc. 401(k) P/S Plan
  • EOY ind #9789

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 South Carolina →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc.Safe-Harbor 401(k) Profit Sh…$4MDenton House Interiors, Inc. 401(k) P/S PlanDenton House Interiors, Inc.…$4MHamilton & Company, LLP 401(k) Profit Sharing PlanHamilton & Company, LLP 401(…$4MThomas Greenwoods Holdings Inc 401(k) PlanThomas Greenwoods Holdings I…$4MSegway Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$383K
Employer EIN570859126
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospice of the Upstate, Inc.)

Sponsor-wide plan assets over time

All Hospice of the Upstate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.639910914382195% vs 2022
2023 filing year
$3.5M$4M$4.5M$5M 20222023 $3.66M $4.71M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 145 $4M
2023 1 177 $5M

Nearby 401(k) Plans in South Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc., Total assets ($B): 0.003658503 · Participants: 145Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc.Michelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Denton House Interiors, Inc. 401(k) P/S Plan in UT ($4M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. assets move in 2022? ▼
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. pulled back noticeably - down 9.5% during 2022, from $4M to $4M. Reported net income was -$383K.
How have Hospice of the Upstate, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Hospice of the Upstate, Inc.'s sponsor-wide assets grew 28.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Denton House Interiors, Inc. 401(k) P/S Plan in UT ($4M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants, N/A 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 570859126.

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.