Other · DOL Form 5500 · 2023

Lake Sunapee Home Care and Hospice Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
101
Participants Small participant base
45th
Percentile by assets National rank
$52,061
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lake Sunapee Home Care and Hospice ERISA 403b Plan · Sponsored by Lake Sunapee Home Care and Hospice · New Hampshire · Healthcare & Social Assistance

$5M in assets, 101 participants

Lake Sunapee Home Care and Hospice's Lake Sunapee Home Care and Hospice ERISA 403b Plan reported $5M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,751 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Hampshire

Lake Sunapee Home Care and Hospice ERISA 403b Plan covers 101 participants in New Hampshire, about 34% of the average New Hampshire filer (state average ~301 per filing). Assets: $5M.

#8,751
in Healthcare & Social Assistance (17,684 peers)
+15.5%
assets growth YoY

Lake Sunapee Home Care and Hospice ERISA 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lake Sunapee Home Care and Hospice ERISA 403b Plan vs every filed plan by assets

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

$5,258,158 45th percentile higher than 45% 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

Lake Sunapee Home Care and Hospice ERISA 403b 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. Lake Sunapee Home Care and Hospice ERISA 403b Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Sunapee Home Care and Hospice ERISA 403b Plan reported net income rose from -$815K in the plan year 2022 filing to $707K in the plan year 2023 filing.
  • Lake Sunapee Home Care and Hospice ERISA 403b Plan reported participants fell from 123 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Lake Sunapee Home Care and Hospice ERISA 403b Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237066056 · Lake Sunapee Home Care and Hospice PY 2023 · Other

Lake Sunapee Home Care and Hospice ERISA 403b Plan · $5M · 101 · 45th

  • PART $5M
  • TYPE 101
  • NET 45th
  • BOOK Other
  • VS-ST near All Saints Academy 403(b) DC Plan
  • BOY ind #8751

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 New Hampshire →

Lake Sunapee Home Care and Hospice ERISA 403b Plan in the asset neighbourhood

Lake Sunapee Home Care and Hospice ERISA 403b PlanLake Sunapee Home Care and H…$5MAll Saints Academy 403(b) DC PlanAll Saints Academy 403(b) DC…$5MRoofers Local 149 Defined Contribution Pension FundRoofers Local 149 Defined Co…$5MAbility Building Center 403(b) Retirement Savings PlanAbility Building Center 403(…$5MCitizen Schools, Inc. 403(b) Retirement PlanCitizen Schools, Inc. 403(b)…$5M
End-of-year total assets ($M) among Lake Sunapee Home Care and Hospice ERISA 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$707K
Employer EIN237066056
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Sunapee Home Care and Hospice)

Sponsor-wide plan assets over time

All Lake Sunapee Home Care and Hospice plans reported in each filing year

Latest sponsor-wide plan assets
$6M 33.28138211196327% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.55M $6.07M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 123 $5M
2023 1 101 $5M
2024 1 90 $6M

Nearby Other Plans in New Hampshire

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

Lake Sunapee Home Care and Hospice ERISA 403b Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Lake Sunapee Home Care and Hospice ERISA 403b Plan, Total assets ($B): 0.005258158 · Participants: 101Lake Sunapee Home Care and Hospice ERISA 403b PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.378812586 · Participants: 10995Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 0.99738699 · Participants: 3998Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.420590988 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.345029586 · Participants: 64403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.284243467 · Participants: 2702Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Lake Sunapee Home Care and Hospice ERISA 403b Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Lake Sunapee Home Care and Hospice ERISA 403b Plan side-by-side with 3 peers →

Lake Sunapee Home Care and Hospice ERISA 403b Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is All Saints Academy 403(b) DC Plan in FL ($5M); by covered participants it is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Lake Sunapee Home Care and Hospice ERISA 403b Plan assets move in 2023? ▼
Lake Sunapee Home Care and Hospice ERISA 403b Plan grew sharply - up 15.5% during 2023, from $5M to $5M. Reported net income was $707K.
How have Lake Sunapee Home Care and Hospice plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Sunapee Home Care and Hospice's sponsor-wide assets grew 33.3%, from $5M to $6M.
Which Other plans are similar in size to Lake Sunapee Home Care and Hospice ERISA 403b Plan? ▼
Among Other plans in other states, the closest by assets is All Saints Academy 403(b) DC Plan in FL ($5M, 83 participants).
Which Other plans cover a similar participant headcount to Lake Sunapee Home Care and Hospice ERISA 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants, $7M 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 237066056.

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.