Other · DOL Form 5500 · 2023

Sharon S. Richardson Community Hospice Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
119
Participants Small participant base
37th
Percentile by assets National rank
$27,040
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sharon S. Richardson Community Hospice 403(b) Plan · Sponsored by Sharon S. Richardson Community Hospice · Wisconsin · Healthcare & Social Assistance

$3M in assets, 119 participants

Sharon S. Richardson Community Hospice's Sharon S. Richardson Community Hospice 403(b) Plan reported $3M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,723 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Sharon S. Richardson Community Hospice 403(b) Plan covers 119 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#6,723
in Healthcare & Social Assistance (17,684 peers)
+27.7%
assets growth YoY

Sharon S. Richardson Community Hospice 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sharon S. Richardson Community Hospice 403(b) Plan vs every filed plan by assets

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

$3,217,701 37th percentile higher than 37% 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

Sharon S. Richardson Community Hospice 403(b) 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. Sharon S. Richardson Community Hospice 403(b) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharon S. Richardson Community Hospice 403(b) Plan reported net income rose from -$49K in the plan year 2022 filing to $699K in the plan year 2023 filing.
  • Sharon S. Richardson Community Hospice 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sharon S. Richardson Community Hospice 403(b) Plan reported participants rose from 101 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043794775 · Sharon S. Richardson Community Hospice PY 2023 · Other

Sharon S. Richardson Community Hospice 403(b) Plan · $3M · 119 · 37th

  • EOY $3M
  • EOY 119
  • EOY 37th
  • EOY Other
  • EOY near The Consortium 403(b) Plan
  • EOY ind #6723

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 Wisconsin →

Sharon S. Richardson Community Hospice 403(b) Plan in the asset neighbourhood

Sharon S. Richardson Community Hospice 403(b) PlanSharon S. Richardson Communi…$3MThe Consortium 403(b) Plan$3MVista Maria 403(b) Retirement PlanVista Maria 403(b) Retiremen…$3MAffiliated Home Health Services Inc. Employees' Retirement Plan and TrustAffiliated Home Health Servi…$3MKlamath Family Head Start 403(b) PlanKlamath Family Head Start 40…$3M
End-of-year total assets ($M) among Sharon S. Richardson Community Hospice 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$699K
Employer EIN043794775
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharon S. Richardson Community Hospice)

Sponsor-wide plan assets over time

All Sharon S. Richardson Community Hospice plans reported in each filing year

Latest sponsor-wide plan assets
$4M 62.98784169312035% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.52M $4.11M ▲ +63.1%
Year Plans Participants Total Assets
2022 1 101 $3M
2023 1 119 $3M
2024 1 124 $4M

Nearby Other Plans in Wisconsin

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

Sharon S. Richardson Community Hospice 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Sharon S. Richardson Community Hospice 403(b) Plan, Total assets ($B): 0.003217701 · Participants: 119Sharon S. Richardson Community Hospice 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Sharon S. Richardson Community Hospice 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Sharon S. Richardson Community Hospice 403(b) Plan side-by-side with 3 peers →

Sharon S. Richardson Community Hospice 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Consortium 403(b) Plan in PA ($3M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Sharon S. Richardson Community Hospice 403(b) Plan assets move in 2023? ▼
Sharon S. Richardson Community Hospice 403(b) Plan grew sharply - up 27.7% during 2023, from $3M to $3M. Reported net income was $699K.
How have Sharon S. Richardson Community Hospice plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharon S. Richardson Community Hospice's sponsor-wide assets grew 63.0%, from $3M to $4M.
Which Other plans are similar in size to Sharon S. Richardson Community Hospice 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Consortium 403(b) Plan in PA ($3M, 219 participants).
Which Other plans cover a similar participant headcount to Sharon S. Richardson Community Hospice 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Cathedral Home for Children Retirement Plan in WY (119 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 043794775.

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.