401(k) · DOL Form 5500 · 2023
Cedar Valley Hospice, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $45,824
- Avg per participant Low balance/head
Official DOL plan name: Cedar Valley Hospice Retirement Plan · Sponsored by Cedar Valley Hospice, Inc. · Iowa · Healthcare & Social Assistance
$5M in assets, 105 participants
Cedar Valley Hospice, Inc.'s Cedar Valley Hospice Retirement Plan reported $5M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,371 in Healthcare & Social Assistance (17,684 peers)
Coverage in Iowa
Cedar Valley Hospice Retirement Plan covers 105 participants in Iowa, about 17% of the average Iowa filer (state average ~609 per filing). Assets: $5M.
- #8,371
- in Healthcare & Social Assistance (17,684 peers)
- +24.4%
- assets growth YoY
Cedar Valley Hospice Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cedar Valley Hospice Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,811,497 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cedar Valley Hospice 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. Cedar Valley Hospice Retirement Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cedar Valley Hospice Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $945K in the plan year 2023 filing.
- Cedar Valley Hospice Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 421135294 · Cedar Valley Hospice, Inc. PY 2023 · 401(k)
Cedar Valley Hospice Retirement Plan · $5M · 105 · 44th
- BOOK $5M
- BOOK 105
- BOOK 44th
- BOOK 401(k)
- BOOK near Snap, Inc. 401(k) Plan
- BOOK ind #8371
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 Iowa →
Cedar Valley Hospice Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $945K |
| Employer EIN | 421135294 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cedar Valley Hospice, Inc.)
Sponsor-wide plan assets over time
All Cedar Valley Hospice, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 42.706316822090784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $4M |
| 2023 | 1 | 105 | $5M |
| 2024 | 1 | 109 | $6M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Cedar Valley Hospice Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Snap, Inc. 401(k) Plan in VA ($5M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Snap, Inc. 401(k) Plan (VA) $5M · 78
- Smith Tempel Blaha LLC Incentive Savings Trust (GA) $5M · 13
- Bradford Preparatory School, Inc. 401(k) Plan (NC) $5M · 162
- First Tek 401(k) Plan (NJ) $5M · 282
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Associated Retina Consultants 401(k) Profit Sharing Plan & Trust (AZ) 105 · 0 off
- Bmw Fresno 401(k) Plan (CA) 105 · 0 off
- Dynalec Corporation Profit Sharing 401(k) Plan (NY) 105 · 0 off
- Machine Concepts, Inc. Profit Sharing Plan (OH) 105 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.