Other · DOL Form 5500 · 2022
Hospice of Surry County, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 347
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $19,660
- Avg per participant Low balance/head
Official DOL plan name: Hospice of Surry Retirement Plan · Sponsored by Hospice of Surry County, Inc. · North Carolina · Healthcare & Social Assistance
$7M in assets, 347 participants
Hospice of Surry County, Inc.'s Hospice of Surry Retirement Plan reported $7M in total assets and 347 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #12,634 in Healthcare & Social Assistance (20,060 peers)
Coverage in North Carolina
Hospice of Surry Retirement Plan covers 347 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.
- #12,634
- in Healthcare & Social Assistance (20,060 peers)
- +33.6%
- assets growth YoY
Hospice of Surry Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hospice of Surry Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,822,160 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hospice of Surry 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. Hospice of Surry Retirement Plan sits mid-pack in the medium band (347 participants).
Plan-year Form 5500 strip
Filing strip 561346584 · Hospice of Surry County, Inc. PY 2022 · Other
Hospice of Surry Retirement Plan · $7M · 347 · 57th
- EOY $7M
- EOY 347
- EOY 57th
- EOY Other
- EOY near Carf 403(b) Plan
- EOY ind #12634
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 North Carolina →
Hospice of Surry Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 561346584 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of Surry County, Inc.)
Sponsor-wide plan assets over time
All Hospice of Surry County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 65.97340138607127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 347 | $7M |
| 2023 | 1 | 356 | $9M |
| 2024 | 1 | 368 | $11M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Hospice of Surry Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Carf 403(b) Plan in AZ ($7M); by covered participants it is Notre Dame Health Care Center, Inc. 403(b) Savings Plan in MA (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Carf 403(b) Plan (AZ) $7M · 132
- Nevada Donor Network 403(b) Plan (NV) $7M · 168
- Mcgillis School Defined Contribution Plan (UT) $7M · 106
- Scooterbug, Inc. 401(k) Plan (FL) $7M · 218
Similar participant headcount
Nearest other-state filings by covered participants (347 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.