Other · DOL Form 5500 · 2022

Hudson Valley Hospice Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
263
Participants Below avg headcount
59th
Percentile by assets National rank
$28,444
Avg per participant Low balance/head
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Official DOL plan name: Section 403(b) Retirement Plan for Hudson Valley Hospice · Sponsored by Hudson Valley Hospice · New York · Healthcare & Social Assistance

$7M in assets, 263 participants

Hudson Valley Hospice's Section 403(b) Retirement Plan for Hudson Valley Hospice reported $7M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,987 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Section 403(b) Retirement Plan for Hudson Valley Hospice covers 263 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $7M.

#12,987
in Healthcare & Social Assistance (20,060 peers)
-9.6%
assets change YoY

The plan reported a net loss of $794K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Section 403(b) Retirement Plan for Hudson Valley Hospice's mid-pack asset rank among Healthcare & Social Assistance and all filers

Section 403(b) Retirement Plan for Hudson Valley Hospice vs every filed plan by assets

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

$7,480,721 Top 41% higher than 59% 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

Section 403(b) Retirement Plan for Hudson Valley Hospice 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. Section 403(b) Retirement Plan for Hudson Valley Hospice sits mid-pack in the medium band (263 participants).

Published 5500 schedule card

Filing strip 141638619 · Hudson Valley Hospice PY 2022 · Other

Section 403(b) Retirement Plan for Hudson Valley Hospice · $7M · 263 · 59th

  • RANK $7M
  • PHOTO 263
  • IND 59th
  • EOY Other
  • 5500 near Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity
  • ASSETS ind #12987

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 New York →

Section 403(b) Retirement Plan for Hudson Valley Hospice in the asset neighbourhood

403(b) Thrift Plan of Logan Community Resources, Inc.403(b) Thrift Plan of Logan …$7MHealth Imperatives, Inc. Retirement Savings PlanHealth Imperatives, Inc. Ret…$7MSection 403(b) Retirement Plan for Hudson Valley HospiceSection 403(b) Retirement Pl…$7MCrossroads Lake County Adolescent Counseling Service Tax Deferred AnnuityCrossroads Lake County Adole…$7MKershawhealth 403b Retirement PlanKershawhealth 403b Retiremen…$7M
End-of-year total assets ($M) among Section 403(b) Retirement Plan for Hudson Valley Hospice and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$794K
Employer EIN141638619
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hudson Valley Hospice)

Sponsor-wide plan assets over time

All Hudson Valley Hospice plans reported in each filing year

Latest sponsor-wide plan assets
$13M 69.43358801912277% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.48M $12.7M ▲ +69.4%
Year Plans Participants Total Assets
2022 1 263 $7M
2023 1 320 $10M
2024 1 370 $13M

Nearby Other Plans in New York

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

Section 403(b) Retirement Plan for Hudson Valley Hospice vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Section 403(b) Retirement Plan for Hudson Valley Hospice, Total assets ($B): 0.007480721 · Participants: 263Section 403(b) Retirement Plan for Hudson Valley HospiceNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Section 403(b) Retirement Plan for Hudson Valley Hospice vs. nearby Other plans in New York, assets vs. participants

Section 403(b) Retirement Plan for Hudson Valley Hospice's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity in OH ($7M); by covered participants it is Northwestern College 403(b) DC Plan in IA (263 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 Section 403(b) Retirement Plan for Hudson Valley Hospice assets move in 2022?
Section 403(b) Retirement Plan for Hudson Valley Hospice pulled back noticeably - down 9.6% during 2022, from $8M to $7M. Reported net income was -$794K.
How have Hudson Valley Hospice plan assets changed over time?
Across 3 plan years on file (2022-2024), Hudson Valley Hospice's sponsor-wide assets grew 69.4%, from $7M to $13M.
Which Other plans are similar in size to Section 403(b) Retirement Plan for Hudson Valley Hospice?
Among Other plans in other states, the closest by assets is Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity in OH ($7M, 339 participants).
Which Other plans cover a similar participant headcount to Section 403(b) Retirement Plan for Hudson Valley Hospice?
Among Other plans in other states, the closest by covered participants is Northwestern College 403(b) DC Plan in IA (263 participants, $42M in assets).