Other · DOL Form 5500 · 2023
Hoffmann Hospice of the Valley, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 164
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $32,138
- Avg per participant Low balance/head
Official DOL plan name: Hoffmann Hospice 403(b) Plan · Sponsored by Hoffmann Hospice of the Valley, Inc. · California · Healthcare & Social Assistance
$5M in assets, 164 participants
Hoffmann Hospice of the Valley, Inc.'s Hoffmann Hospice 403(b) Plan reported $5M in total assets and 164 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.
- #8,760 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Hoffmann Hospice 403(b) Plan covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $5M.
- #8,760
- in Healthcare & Social Assistance (17,684 peers)
- +9.5%
- assets growth YoY
Hoffmann Hospice 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hoffmann Hospice 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,270,573 45th percentile higher than 45% 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
Hoffmann Hospice 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. Hoffmann Hospice 403(b) Plan sits mid-pack in the medium band (164 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hoffmann Hospice 403(b) Plan reported net income rose from -$572K in the plan year 2022 filing to $458K in the plan year 2023 filing.
- Hoffmann Hospice 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 770386207 · Hoffmann Hospice of the Valley, Inc. PY 2023 · Other
Hoffmann Hospice 403(b) Plan · $5M · 164 · 45th
- PHOTO $5M
- PHOTO 164
- PHOTO 45th
- PHOTO Other
- PHOTO near Western Seminary 403(b) Plan
- PHOTO ind #8760
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 California →
Hoffmann Hospice 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $458K |
| Employer EIN | 770386207 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hoffmann Hospice of the Valley, Inc.)
Sponsor-wide plan assets over time
All Hoffmann Hospice of the Valley, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 34.84914759993708% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $5M |
| 2023 | 1 | 164 | $5M |
| 2024 | 1 | 169 | $6M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Hoffmann Hospice 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Western Seminary 403(b) Plan in OR ($5M); by covered participants it is Bear Creek School 403b Retirement Plan in WA (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (164 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.