Other · DOL Form 5500 · 2023

Hospice Brazos Valley, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
85
Participants Small participant base
42nd
Percentile by assets National rank
$52,363
Avg per participant Low balance/head
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Official DOL plan name: Hospice Brazos Valley, Inc. ERISA 403(b) Plan · Sponsored by Hospice Brazos Valley, Inc. · Texas · Healthcare & Social Assistance

$4M in assets, 85 participants

Hospice Brazos Valley, Inc.'s Hospice Brazos Valley, Inc. ERISA 403(b) Plan reported $4M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,059 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Hospice Brazos Valley, Inc. ERISA 403(b) Plan holds $4M for 85 participants - about $52,363 per participant, in the lower half of filed plans by assets.

#8,059
in Healthcare & Social Assistance (17,684 peers)
-4.0%
assets change YoY

The plan reported a net loss of $187K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hospice Brazos Valley, Inc. ERISA 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hospice Brazos Valley, Inc. ERISA 403(b) Plan vs every filed plan by assets

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

$4,450,892 42nd percentile higher than 42% 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

Hospice Brazos Valley, Inc. ERISA 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hospice Brazos Valley, Inc. ERISA 403(b) Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hospice Brazos Valley, Inc. ERISA 403(b) Plan reported net income rose from -$754K in the plan year 2022 filing to -$187K in the plan year 2023 filing.
  • Hospice Brazos Valley, Inc. ERISA 403(b) Plan reported participants fell from 99 in the plan year 2022 filing to 85 in the plan year 2023 filing.
  • Hospice Brazos Valley, Inc. ERISA 403(b) Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742229794 · Hospice Brazos Valley, Inc. PY 2023 · Other

Hospice Brazos Valley, Inc. ERISA 403(b) Plan · $4M · 85 · 42nd

  • EOY $4M
  • 5500 85
  • ASSETS 42nd
  • PCT Other
  • EIN near Employee Benefit Plan of Central Valley Opportunity Center, Incorporated
  • RANK ind #8059

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 →

Hospice Brazos Valley, Inc. ERISA 403(b) Plan in the asset neighbourhood

Wcmcaa 403b Retirement Plan$4MHospice Brazos Valley, Inc. ERISA 403(b) PlanHospice Brazos Valley, Inc. …$4MEmployee Benefit Plan of Central Valley Opportunity Center, IncorporatedEmployee Benefit Plan of Cen…$4MVail Mountain School 403(b) DC PlanVail Mountain School 403(b) …$4MTax Deferred Annuity Plan of Faculty-Student Association of the State University of New York at Buffalo, Inc.Tax Deferred Annuity Plan of…$4M
End-of-year total assets ($M) among Hospice Brazos Valley, Inc. ERISA 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$187K
Employer EIN742229794
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospice Brazos Valley, Inc.)

Sponsor-wide plan assets over time

All Hospice Brazos Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.2212239709108974% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M$4.8M 202220232024 $4.64M $4.69M ▲ +1.1%
Year Plans Participants Total Assets
2022 1 99 $5M
2023 1 85 $4M
2024 1 88 $5M

Nearby Other Plans in Texas

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

Hospice Brazos Valley, Inc. ERISA 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Hospice Brazos Valley, Inc. ERISA 403(b) Plan, Total assets ($B): 0.004450892 · Participants: 85Hospice Brazos Valley, Inc. ERISA 403(b) PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Hospice Brazos Valley, Inc. ERISA 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Hospice Brazos Valley, Inc. ERISA 403(b) Plan side-by-side with 3 peers →

Hospice Brazos Valley, Inc. ERISA 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Employee Benefit Plan of Central Valley Opportunity Center, Incorporated in CA ($4M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

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 Hospice Brazos Valley, Inc. ERISA 403(b) Plan assets move in 2023? ▼
Hospice Brazos Valley, Inc. ERISA 403(b) Plan edged down modestly - down 4.0% during 2023, from $5M to $4M. Reported net income was -$187K.
How have Hospice Brazos Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospice Brazos Valley, Inc.'s sponsor-wide assets grew 1.2%, from $5M to $5M.
Which Other plans are similar in size to Hospice Brazos Valley, Inc. ERISA 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Central Valley Opportunity Center, Incorporated in CA ($4M, 79 participants).
Which Other plans cover a similar participant headcount to Hospice Brazos Valley, Inc. ERISA 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Hillbrook School Defined Contribution Retirement Plan in CA (85 participants, $17M 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 742229794.

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.