401(k) · DOL Form 5500 · 2022

Hospice of the Bluegrass 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
637
Participants Below avg headcount
88th
Percentile by assets National rank
$78,258
Avg per participant Below avg balance/head
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Official DOL plan name: Hospice of the Bluegrass 401(k) Retirement Savings Plan · Sponsored by Hospice of the Bluegrass · Kentucky · Healthcare & Social Assistance

$50M in assets, 637 participants

Hospice of the Bluegrass's Hospice of the Bluegrass 401(k) Retirement Savings Plan reported $50M in total assets and 637 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,023 in Healthcare & Social Assistance (20,060 peers)

Where Hospice of the Bluegrass 401(k) Retirement Savings Plan sits by assets

Hospice of the Bluegrass 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $50M for 637 participants (~$78,258/participant), down 15.0% in 2022.

#18,023
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hospice of the Bluegrass 401(k) Retirement Savings Plan's outsized position by total assets

Hospice of the Bluegrass 401(k) Retirement Savings Plan vs every filed plan by assets

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

$49,850,164 Top 12% higher than 88% 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

Hospice of the Bluegrass 401(k) 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 the Bluegrass 401(k) Retirement Savings Plan sits mid-pack in the medium band (637 participants).

Plan-year Form 5500 strip

Filing strip 610978097 · Hospice of the Bluegrass PY 2022 · 401(k)

Hospice of the Bluegrass 401(k) Retirement Savings Plan · $50M · 637 · 88th

  • VS-ST $50M
  • VS-ST 637
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near The Sherwin-Williams Company Hourly 401(k) Plan
  • VS-ST ind #18023

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 Kentucky →

Hospice of the Bluegrass 401(k) Retirement Savings Plan in the asset neighbourhood

Hospice of the Bluegrass 401(k) Retirement Savings PlanHospice of the Bluegrass 401…$50MThe Sherwin-Williams Company Hourly 401(k) PlanThe Sherwin-Williams Company…$50MAtwell, LLC Savings and Profit Sharing PlanAtwell, LLC Savings and Prof…$50MLiquidity Services, Inc. 401(k) Profit Sharing PlanLiquidity Services, Inc. 401…$50MNeighborhood House Association 401(k) PlanNeighborhood House Associati…$50M
End-of-year total assets ($M) among Hospice of the Bluegrass 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$50M
Net Income-$9M
Employer EIN610978097
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospice of the Bluegrass)

Sponsor-wide plan assets over time

All Hospice of the Bluegrass plans reported in each filing year

Latest sponsor-wide plan assets
$68M 36.12528135313657% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $49.9M $67.9M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 637 $50M
2023 1 679 $60M
2024 1 757 $68M

Nearby 401(k) Plans in Kentucky

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

Hospice of the Bluegrass 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Hospice of the Bluegrass 401(k) Retirement Savings Plan, Total assets ($B): 0.049850164 · Participants: 637Hospice of the Bluegrass 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Hospice of the Bluegrass 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Hospice of the Bluegrass 401(k) Retirement Savings Plan side-by-side with 3 peers →

Hospice of the Bluegrass 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is The Sherwin-Williams Company Hourly 401(k) Plan in OH ($50M); by covered participants it is Skyward, Inc. 401(k) Plan in WI (637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (637 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 Hospice of the Bluegrass 401(k) Retirement Savings Plan assets move in 2022? ▼
Hospice of the Bluegrass 401(k) Retirement Savings Plan pulled back noticeably - down 15.0% during 2022, from $59M to $50M. Reported net income was -$9M.
How have Hospice of the Bluegrass plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospice of the Bluegrass's sponsor-wide assets grew 36.1%, from $50M to $68M.
Where does Hospice of the Bluegrass 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hospice of the Bluegrass 401(k) Retirement Savings Plan ranks in the 88th 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 401(k) plans are similar in size to Hospice of the Bluegrass 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Sherwin-Williams Company Hourly 401(k) Plan in OH ($50M, 1,052 participants).
Which 401(k) plans cover a similar participant headcount to Hospice of the Bluegrass 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skyward, Inc. 401(k) Plan in WI (637 participants, $75M 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 610978097.

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.