401(k) · DOL Form 5500 · 2023

Sage Hospice Holdings LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
639
Participants Below avg headcount
48th
Percentile by assets National rank
$9,558
Avg per participant Low balance/head
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Official DOL plan name: Sage Hospice Holdings LLC 401(k) Plan · Sponsored by Sage Hospice Holdings LLC · Arizona · Healthcare & Social Assistance

$6M in assets, 639 participants

Sage Hospice Holdings LLC's Sage Hospice Holdings LLC 401(k) Plan reported $6M in total assets and 639 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,388 in Healthcare & Social Assistance (17,684 peers)

Sage Hospice Holdings LLC multi-year trail

Sage Hospice Holdings LLC's plans moved +86.1% in assets from 2022 to 2024; this filing shows Sage Hospice Holdings LLC 401(k) Plan at $6M / 639 participants.

#9,388
in Healthcare & Social Assistance (17,684 peers)
+45.5%
assets growth YoY

Sage Hospice Holdings LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sage Hospice Holdings LLC 401(k) Plan vs every filed plan by assets

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

$6,107,250 48th percentile higher than 48% 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

Sage Hospice Holdings LLC 401(k) 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. Sage Hospice Holdings LLC 401(k) Plan sits mid-pack in the medium band (639 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage Hospice Holdings LLC 401(k) Plan reported net income rose from $573K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sage Hospice Holdings LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sage Hospice Holdings LLC 401(k) Plan reported participants fell from 649 in the plan year 2022 filing to 639 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 830814897 · Sage Hospice Holdings LLC PY 2023 · 401(k)

Sage Hospice Holdings LLC 401(k) Plan · $6M · 639 · 48th

  • TYPE $6M
  • NET 639
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near Aqualisbraemar, Inc. 401(k)
  • SCH ind #9388

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 Arizona →

Sage Hospice Holdings LLC 401(k) Plan in the asset neighbourhood

Sage Hospice Holdings LLC 401(k) PlanSage Hospice Holdings LLC 40…$6MAqualisbraemar, Inc. 401(k)$6MTerra Staffing Group 401(k) PlanTerra Staffing Group 401(k) …$6MThe Ward Law Firm, P.a. Profit Sharing 401(k) PlanThe Ward Law Firm, P.a. Prof…$6MMapletree US Management LLC Retirement PlanMapletree US Management LLC …$6M
End-of-year total assets ($M) among Sage Hospice Holdings LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sage Hospice Holdings LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sage Hospice Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 86.05428466333903% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.2M $7.81M ▲ +86.0%
Year Plans Participants Total Assets
2022 1 649 $4M
2023 1 639 $6M
2024 1 618 $8M

Sage Hospice Holdings LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN830814897
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Sage Hospice Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sage Hospice Holdings LLC 401(k) Plan, Total assets ($B): 0.00610725 · Participants: 639Sage Hospice Holdings LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Sage Hospice Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sage Hospice Holdings LLC 401(k) Plan side-by-side with 3 peers →

Sage Hospice Holdings LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Aqualisbraemar, Inc. 401(k) in TX ($6M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (639 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (639 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 Sage Hospice Holdings LLC 401(k) Plan assets move in 2023? ▼
Sage Hospice Holdings LLC 401(k) Plan surged - up 45.5% during 2023, from $4M to $6M. Reported net income was $2M.
How have Sage Hospice Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Hospice Holdings LLC's sponsor-wide assets grew 86.1%, from $4M to $8M.
Which 401(k) plans are similar in size to Sage Hospice Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aqualisbraemar, Inc. 401(k) in TX ($6M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Sage Hospice Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (639 participants, $16M 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 830814897.

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.