Other · DOL Form 5500 · 2023

Agrace Hospicecare Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
817
Participants Near avg headcount
83rd
Percentile by assets National rank
$50,916
Avg per participant Low balance/head
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Official DOL plan name: Agrace Hospicecare Employee Retirement Plan · Sponsored by Agrace Hospicecare · Wisconsin · Healthcare & Social Assistance

$42M in assets, 817 participants

Agrace Hospicecare's Agrace Hospicecare Employee Retirement Plan reported $42M in total assets and 817 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,202 in Healthcare & Social Assistance (17,684 peers)

Where Agrace Hospicecare Employee Retirement Plan sits by assets

Agrace Hospicecare Employee Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 817 participants (~$50,916/participant), up 26.6% in 2023.

#15,202
in Healthcare & Social Assistance (17,684 peers)
+26.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Agrace Hospicecare Employee Retirement Plan's outsized position by total assets

Agrace Hospicecare Employee Retirement Plan vs every filed plan by assets

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

$41,597,994 Top 17% higher than 83% 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

Agrace Hospicecare Employee Retirement 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. Agrace Hospicecare Employee Retirement Plan sits mid-pack in the medium band (817 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agrace Hospicecare Employee Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Agrace Hospicecare Employee Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Agrace Hospicecare Employee Retirement Plan reported participants rose from 784 in the plan year 2022 filing to 817 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391319537 · Agrace Hospicecare PY 2023 · Other

Agrace Hospicecare Employee Retirement Plan · $42M · 817 · 83rd

  • PART $42M
  • TYPE 817
  • NET 83rd
  • BOOK Other
  • VS-ST near Ohio Dominican University Retirement Plan
  • BOY ind #15202

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 →

Agrace Hospicecare Employee Retirement Plan in the asset neighbourhood

Agrace Hospicecare Employee Retirement PlanAgrace Hospicecare Employee …$42MOhio Dominican University Retirement PlanOhio Dominican University Re…$42MGreen Vale School 403(b) DC Plan RaGreen Vale School 403(b) DC …$42MOklahoma Iron Workers Direct Contribution Plan and TrustOklahoma Iron Workers Direct…$42MThe Carnegie Foundation for the Advancement of Teaching DC PlanThe Carnegie Foundation for …$42M
End-of-year total assets ($M) among Agrace Hospicecare Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$42M
Net Income$9M
Employer EIN391319537
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agrace Hospicecare)

Sponsor-wide plan assets over time

All Agrace Hospicecare plans reported in each filing year

Latest sponsor-wide plan assets
$42M 26.552788611087053% vs 2022
2023 filing year
$30M$35M$40M$45M 20222023 $32.9M $41.6M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 784 $33M
2023 1 817 $42M

Nearby Other Plans in Wisconsin

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

Agrace Hospicecare Employee Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -10123 Total assets ($B) Participants Agrace Hospicecare Employee Retirement Plan, Total assets ($B): 0.041597994 · Participants: 817Agrace Hospicecare Employee Retirement 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
Agrace Hospicecare Employee Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Agrace Hospicecare Employee Retirement Plan side-by-side with 3 peers →

Agrace Hospicecare Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Ohio Dominican University Retirement Plan in OH ($42M); by covered participants it is Gettysburg College Defined Contribution Retirement Plan in PA (817 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (817 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 Agrace Hospicecare Employee Retirement Plan assets move in 2023? ▼
Agrace Hospicecare Employee Retirement Plan grew sharply - up 26.6% during 2023, from $33M to $42M. Reported net income was $9M.
How have Agrace Hospicecare plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Agrace Hospicecare's sponsor-wide assets grew 26.6%, from $33M to $42M.
Where does Agrace Hospicecare Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Agrace Hospicecare Employee Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Agrace Hospicecare Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ohio Dominican University Retirement Plan in OH ($42M, 145 participants).
Which Other plans cover a similar participant headcount to Agrace Hospicecare Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Gettysburg College Defined Contribution Retirement Plan in PA (817 participants, $169M 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 391319537.

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.