401(k) · DOL Form 5500 · 2023
Hospice of the Valley 401(k) Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 1,636
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $69,048
- Avg per participant Below avg balance/head
Official DOL plan name: Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) · Sponsored by Hospice of the Valley · Arizona · Healthcare & Social Assistance
$113M in assets, 1,636 participants
Hospice of the Valley's Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) reported $113M in total assets and 1,636 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,452 in Healthcare & Social Assistance (17,684 peers)
Coverage in Arizona
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) covers 1,636 participants in Arizona, 2.9x the typical Arizona plan (state average ~564 per filing). Assets: $113M.
- #16,452
- in Healthcare & Social Assistance (17,684 peers)
- +17.7%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s outsized position by total assets
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$112,962,138 Top 8% higher than 92% 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
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) lands in the large band (1,636 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) reported net income rose from -$15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) end-of-year assets rose from $96M in the plan year 2022 filing to $113M in the plan year 2023 filing.
- Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) reported participants rose from 1,553 in the plan year 2022 filing to 1,636 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860338886 · Hospice of the Valley PY 2023 · 401(k)
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) · $113M · 1,636 · 92nd
- RANK $113M
- RANK 1,636
- RANK 92nd
- RANK 401(k)
- RANK near American Specialty Health Incorporated 401(k) Savings Plan
- RANK ind #16452
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 →
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | $17M |
| Employer EIN | 860338886 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of the Valley)
Sponsor-wide plan assets over time
All Hospice of the Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 35.399330715643224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,553 | $96M |
| 2023 | 1 | 1,636 | $113M |
| 2024 | 1 | 1,775 | $130M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is American Specialty Health Incorporated 401(k) Savings Plan in CA ($113M); by covered participants it is Franklin Electric Co., Inc. Retirement Plan in IN (1,636 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- American Specialty Health Incorporated 401(k) Savings Plan (CA) $113M · 1,535
- Eviden 401(k) Savings Plan (TX) $113M · N/A
- Bruckner Truck Sales, Inc. Employee Profit Sharing Plan (TX) $113M · 1,481
- Automattic Inc. 401(k) Plan (CA) $113M · 856
Similar participant headcount
Nearest other-state filings by covered participants (1,636 participants); asset peers above are excluded.
- Franklin Electric Co., Inc. Retirement Plan (IN) 1,636 · 0 off
- Melton Truck Lines, Inc. 401(k) Profit Sharing Plan (OK) 1,636 · 0 off
- Ds Smith North America 401(k) Plan (GA) 1,636 · 0 off
- Salas O'brien Retirement Plan (CA) 1,636 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.