Other · DOL Form 5500 · 2023
Hospice of Southern Maine Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $53,553
- Avg per participant Low balance/head
Official DOL plan name: Hospice of Southern Maine Retirement Savings Plan · Sponsored by Hospice of Southern Maine · Maine · Healthcare & Social Assistance
$7M in assets, 138 participants
Hospice of Southern Maine's Hospice of Southern Maine Retirement Savings Plan reported $7M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,155 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maine
Hospice of Southern Maine Retirement Savings Plan covers 138 participants in Maine, about 29% of the average Maine filer (state average ~472 per filing). Assets: $7M.
- #10,155
- in Healthcare & Social Assistance (17,684 peers)
- +24.0%
- assets growth YoY
Hospice of Southern Maine Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hospice of Southern Maine Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,390,364 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hospice of Southern Maine Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hospice of Southern Maine Retirement Savings Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hospice of Southern Maine Retirement Savings Plan reported net income rose from -$311K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Hospice of Southern Maine Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Hospice of Southern Maine Retirement Savings Plan reported participants fell from 147 in the plan year 2022 filing to 138 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 010540180 · Hospice of Southern Maine PY 2023 · Other
Hospice of Southern Maine Retirement Savings Plan · $7M · 138 · 52nd
- 5500 $7M
- 5500 138
- 5500 52nd
- 5500 Other
- 5500 near Cotraic 403(b) Plan
- 5500 ind #10155
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 Maine →
Hospice of Southern Maine Retirement Savings Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 010540180 |
| Plan Effective Date | 2004-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of Southern Maine)
Sponsor-wide plan assets over time
All Hospice of Southern Maine plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 41.68262139165015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $6M |
| 2023 | 1 | 138 | $7M |
| 2024 | 1 | 149 | $8M |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $2.1B · 22,008
- Northern Light Health Retirement Partnership 403(b) Plan $1.1B · 12,015
- Jax 403(b) Retirement Plan $526M · 2,592
- Mainegeneral Health 403(b) Retirement Plan $372M · 4,570
- Colby College Retirement Plan $278M · 916
Hospice of Southern Maine Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Cotraic 403(b) Plan in PA ($7M); by covered participants it is New York College of Podiatric Medicine 403(b) Tda Plan in NY (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- New York College of Podiatric Medicine 403(b) Tda Plan (NY) 138 · 0 off
- USA Hockey, Inc. 403(b) Plan (CO) 138 · 0 off
- Community Action Wayne/Medina Retirement Savings Plan (OH) 138 · 0 off
- Spooner Health System 403(b) Plan (WI) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.