Other · DOL Form 5500 · 2023

Old Colony Hospice, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
149
Participants Small participant base
36th
Percentile by assets National rank
$20,306
Avg per participant Low balance/head
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Official DOL plan name: Old Colony Hospice, Inc. 403(b) Plan · Sponsored by Old Colony Hospice, Inc. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 149 participants

Old Colony Hospice, Inc.'s Old Colony Hospice, Inc. 403(b) Plan reported $3M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,515 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Old Colony Hospice, Inc. 403(b) Plan covers 149 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#6,515
in Healthcare & Social Assistance (17,684 peers)
+26.5%
assets growth YoY

Old Colony Hospice, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Old Colony Hospice, Inc. 403(b) Plan vs every filed plan by assets

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

$3,025,625 36th percentile higher than 36% 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

Old Colony Hospice, Inc. 403(b) 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. Old Colony Hospice, Inc. 403(b) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Old Colony Hospice, Inc. 403(b) Plan reported net income rose from $200K in the plan year 2022 filing to $633K in the plan year 2023 filing.
  • Old Colony Hospice, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Old Colony Hospice, Inc. 403(b) Plan reported participants rose from 125 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042793637 · Old Colony Hospice, Inc. PY 2023 · Other

Old Colony Hospice, Inc. 403(b) Plan · $3M · 149 · 36th

  • PCT $3M
  • EIN 149
  • RANK 36th
  • PHOTO Other
  • IND near J Pease Construction Co., Inc. Profit Sharing Trust
  • EOY ind #6515

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 Massachusetts →

Old Colony Hospice, Inc. 403(b) Plan in the asset neighbourhood

Old Colony Hospice, Inc. 403(b) PlanOld Colony Hospice, Inc. 403…$3MJ Pease Construction Co., Inc. Profit Sharing TrustJ Pease Construction Co., In…$3MPittsburgh Parks Conservancy 403(b) Defined Contribution PlanPittsburgh Parks Conservancy…$3MTrust Under Grier School Plan$3MMeals on Wheels San Francisco 403(b) Retirement PlanMeals on Wheels San Francisc…$3M
End-of-year total assets ($M) among Old Colony Hospice, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$633K
Employer EIN042793637
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Old Colony Hospice, Inc.)

Sponsor-wide plan assets over time

All Old Colony Hospice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 51.103300642789094% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.39M $3.61M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 125 $2M
2023 1 149 $3M
2024 1 123 $4M

Nearby Other Plans in Massachusetts

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

Old Colony Hospice, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Old Colony Hospice, Inc. 403(b) Plan, Total assets ($B): 0.003025625 · Participants: 149Old Colony Hospice, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Old Colony Hospice, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Old Colony Hospice, Inc. 403(b) Plan side-by-side with 3 peers →

Old Colony Hospice, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is J Pease Construction Co., Inc. Profit Sharing Trust in IL ($3M); by covered participants it is Evergreen Homes 403b Plan in PA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Old Colony Hospice, Inc. 403(b) Plan assets move in 2023? ▼
Old Colony Hospice, Inc. 403(b) Plan grew sharply - up 26.5% during 2023, from $2M to $3M. Reported net income was $633K.
How have Old Colony Hospice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Old Colony Hospice, Inc.'s sponsor-wide assets grew 51.1%, from $2M to $4M.
Which Other plans are similar in size to Old Colony Hospice, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is J Pease Construction Co., Inc. Profit Sharing Trust in IL ($3M, 45 participants).
Which Other plans cover a similar participant headcount to Old Colony Hospice, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Evergreen Homes 403b Plan in PA (149 participants, $4M 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 042793637.

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.