401(k) · DOL Form 5500 · 2022

HOPEHEALTH 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
494
Participants Below avg headcount
81st
Percentile by assets National rank
$54,800
Avg per participant Low balance/head
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Official DOL plan name: Hopehealth Retirement Plan · Sponsored by HOPEHEALTH · Rhode Island · Healthcare & Social Assistance

$27M in assets, 494 participants

HOPEHEALTH's Hopehealth Retirement Plan reported $27M in total assets and 494 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,910 in Healthcare & Social Assistance (20,060 peers)

Coverage in Rhode Island

Hopehealth Retirement Plan covers 494 participants in Rhode Island, about 34% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $27M.

#16,910
in Healthcare & Social Assistance (20,060 peers)
-15.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hopehealth Retirement Plan's outsized position by total assets

Hopehealth Retirement Plan vs every filed plan by assets

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

$27,071,069 Top 19% higher than 81% 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

Hopehealth 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. Hopehealth Retirement Plan sits mid-pack in the medium band (494 participants).

Form 5500 schedule snapshot

Filing strip 454391049 · HOPEHEALTH PY 2022 · 401(k)

Hopehealth Retirement Plan · $27M · 494 · 81st

  • EBSA $27M
  • EBSA 494
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Sigmatron International, Inc 401(k) Retirement Savings Plan
  • EBSA ind #16910

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 Rhode Island →

Hopehealth Retirement Plan in the asset neighbourhood

West Tennessee Bone & Joint Clinic, P.C. Profit Sharing PlanWest Tennessee Bone & Joint …$27MHopehealth Retirement Plan$27MSigmatron International, Inc 401(k) Retirement Savings PlanSigmatron International, Inc…$27MTrader Interactive, LLC 401(k) PlanTrader Interactive, LLC 401(…$27MPhh 401(k) Plan$27M
End-of-year total assets ($M) among Hopehealth Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN454391049
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HOPEHEALTH)

Sponsor-wide plan assets over time

All HOPEHEALTH plans reported in each filing year

Latest sponsor-wide plan assets
$40M 47.037189406890434% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.1M $39.8M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 494 $27M
2023 1 588 $34M
2024 1 566 $40M

Nearby 401(k) Plans in Rhode Island

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

Hopehealth Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Hopehealth Retirement Plan, Total assets ($B): 0.027071069 · Participants: 494Hopehealth Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Hopehealth Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Hopehealth Retirement Plan side-by-side with 3 peers →

Hopehealth Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Sigmatron International, Inc 401(k) Retirement Savings Plan in IL ($27M); by covered participants it is Ahtna 401(k) Plan in AK (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Hopehealth Retirement Plan assets move in 2022? ▼
Hopehealth Retirement Plan declined sharply - down 15.9% during 2022, from $32M to $27M. Reported net income was -$5M.
How have HOPEHEALTH plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), HOPEHEALTH's sponsor-wide assets grew 47.0%, from $27M to $40M.
Where does Hopehealth Retirement Plan rank by assets among Form 5500 filers? ▼
Hopehealth Retirement Plan ranks in the 81st 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 Hopehealth Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sigmatron International, Inc 401(k) Retirement Savings Plan in IL ($27M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Hopehealth Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahtna 401(k) Plan in AK (494 participants, $42M 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 454391049.

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.