Profit Sharing · DOL Form 5500 · 2023

Houston Hospice Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
93
Participants Small participant base
33rd
Percentile by assets National rank
$27,099
Avg per participant Low balance/head
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Official DOL plan name: Houston Hospice Discretionary Funding Account · Sponsored by Houston Hospice · Texas · Healthcare & Social Assistance

$3M in assets, 93 participants

Houston Hospice's Houston Hospice Discretionary Funding Account reported $3M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,849 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Houston Hospice Discretionary Funding Account grew at a solid clip 8.5% in 2023 ($2M → $3M) for 93 participants.

#5,849
in Healthcare & Social Assistance (17,684 peers)
+8.5%
assets growth YoY

Houston Hospice Discretionary Funding Account among the smaller filed plans by assets

Houston Hospice Discretionary Funding Account vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,520,242 33rd percentile higher than 33% of 127,068 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 2023

Houston Hospice Discretionary Funding Account among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houston Hospice Discretionary Funding Account is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houston Hospice Discretionary Funding Account reported net income rose from -$834K in the plan year 2022 filing to $198K in the plan year 2023 filing.
  • Houston Hospice Discretionary Funding Account reported participants fell from 117 in the plan year 2022 filing to 93 in the plan year 2023 filing.
  • Houston Hospice Discretionary Funding Account end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742092951 · Houston Hospice PY 2023 · Profit Sharing

Houston Hospice Discretionary Funding Account · $3M · 93 · 33rd

  • PCT $3M
  • PCT 93
  • PCT 33rd
  • PCT Profit Sharing
  • PCT near Cleveland Radiology Associates, PC Profit Sharing Plan
  • PCT ind #5849

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 Texas →

Houston Hospice Discretionary Funding Account in the asset neighbourhood

Houston Hospice Discretionary Funding AccountHouston Hospice Discretionar…$3MCleveland Radiology Associates, PC Profit Sharing PlanCleveland Radiology Associat…$3MAgusta Corporation Employee Profit Sharing PlanAgusta Corporation Employee …$3MMount & Nadler, Inc. Employees Retirement PlanMount & Nadler, Inc. Employe…$3MSystems Resource Solutions LLC Profit Sharing PlanSystems Resource Solutions L…$3M
End-of-year total assets ($M) among Houston Hospice Discretionary Funding Account and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Houston Hospice years around the 2023 move

Sponsor-wide plan assets over time

All Houston Hospice plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.494936018734879% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.32M $2.47M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 117 $2M
2023 1 93 $3M
2024 1 107 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$198K
Employer EIN742092951
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Houston Hospice Discretionary Funding Account vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Houston Hospice Discretionary Funding Account, Total assets ($B): 0.002520242 · Participants: 93Houston Hospice Discretionary Funding AccountSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Houston Hospice Discretionary Funding Account vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Houston Hospice Discretionary Funding Account side-by-side with 3 peers →

Houston Hospice Discretionary Funding Account's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Cleveland Radiology Associates, PC Profit Sharing Plan in TN ($3M); by covered participants it is Teamsters Joint Council No. 41 Severance Plan in OH (93 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Houston Hospice Discretionary Funding Account assets move in 2023? ▼
Houston Hospice Discretionary Funding Account grew at a solid clip - up 8.5% during 2023, from $2M to $3M. Reported net income was $198K.
How have Houston Hospice plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Hospice's sponsor-wide assets grew 6.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Houston Hospice Discretionary Funding Account? ▼
Among Profit Sharing plans in other states, the closest by assets is Cleveland Radiology Associates, PC Profit Sharing Plan in TN ($3M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Houston Hospice Discretionary Funding Account? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Teamsters Joint Council No. 41 Severance Plan in OH (93 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742092951.

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.