401(k) · DOL Form 5500 · 2022

Three Oaks Hospice, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
457
Participants Below avg headcount
26th
Percentile by assets National rank
$2,463
Avg per participant Low balance/head
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Official DOL plan name: Three Oaks Hospice 401(k) Plan · Sponsored by Three Oaks Hospice, Inc. · Texas · Healthcare & Social Assistance

$1M in assets, 457 participants

Three Oaks Hospice, Inc.'s Three Oaks Hospice 401(k) Plan reported $1M in total assets and 457 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,794 in Healthcare & Social Assistance (20,060 peers)

Three Oaks Hospice, Inc. multi-year trail

Three Oaks Hospice, Inc.'s plans moved +132.9% in assets from 2022 to 2024; this filing shows Three Oaks Hospice 401(k) Plan at $1M / 457 participants.

#4,794
in Healthcare & Social Assistance (20,060 peers)
+57.4%
assets growth YoY

Three Oaks Hospice 401(k) Plan among the smaller filed plans by assets

Three Oaks Hospice 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,125,800 26th percentile higher than 26% of 139,123 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 2022

Three Oaks Hospice 401(k) 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. Three Oaks Hospice 401(k) Plan sits mid-pack in the medium band (457 participants).

Plan-year Form 5500 strip

Filing strip 834461666 · Three Oaks Hospice, Inc. PY 2022 · 401(k)

Three Oaks Hospice 401(k) Plan · $1M · 457 · 26th

  • EIN $1M
  • RANK 457
  • PHOTO 26th
  • IND 401(k)
  • EOY near Mcgibbs, Inc. 401(k) Plan
  • 5500 ind #4794

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 →

Three Oaks Hospice 401(k) Plan in the asset neighbourhood

Three Oaks Hospice 401(k) PlanThree Oaks Hospice 401(k) Pl…$1MMcgibbs, Inc. 401(k) Plan$1MNighthawks, Inc. 401(k) Profit Sharing PlanNighthawks, Inc. 401(k) Prof…$1MCocal 401(k) Retirement Plan$1MValtec, LLC 401(k) Plan$1M
End-of-year total assets ($M) among Three Oaks Hospice 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Three Oaks Hospice, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Three Oaks Hospice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 132.92041215135905% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $1.13M $2.62M ▲ +131.9%
Year Plans Participants Total Assets
2022 1 457 $1M
2023 1 292 $188K
2024 1 681 $3M

Three Oaks Hospice, Inc. filing trail (2022)

Total Assets (Beginning of Year)$715K
Net Assets (End of Year)$1M
Net Income$410K
Employer EIN834461666
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Three Oaks Hospice 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Three Oaks Hospice 401(k) Plan, Total assets ($B): 0.0011258 · Participants: 457Three Oaks Hospice 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Three Oaks Hospice 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Three Oaks Hospice 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mcgibbs, Inc. 401(k) Plan in NY ($1M); by covered participants it is Albert Kemperle, Inc. Retirement Trust in NY (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 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.

Frequently Asked Questions

How did Three Oaks Hospice 401(k) Plan assets move in 2022?
Three Oaks Hospice 401(k) Plan surged - up 57.4% during 2022, from $715K to $1M. Reported net income was $410K.
How have Three Oaks Hospice, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Three Oaks Hospice, Inc.'s sponsor-wide assets grew 132.9%, from $1M to $3M.
Which 401(k) plans are similar in size to Three Oaks Hospice 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mcgibbs, Inc. 401(k) Plan in NY ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Three Oaks Hospice 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Albert Kemperle, Inc. Retirement Trust in NY (457 participants, $31M in assets).