401(k) · DOL Form 5500 · 2023
Addison County Home Health & Hospice, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $75,107
- Avg per participant Below avg balance/head
Official DOL plan name: Addison County Home Health & Hospice Retirement Savings Plan · Sponsored by Addison County Home Health & Hospice, Inc. · Vermont · Healthcare & Social Assistance
$6M in assets, 80 participants
Addison County Home Health & Hospice, Inc.'s Addison County Home Health & Hospice Retirement Savings Plan reported $6M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,323 in Healthcare & Social Assistance (17,684 peers)
Addison County Home Health & Hospice, Inc. multi-year trail
Addison County Home Health & Hospice, Inc.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Addison County Home Health & Hospice Retirement Savings Plan at $6M / 80 participants.
- #9,323
- in Healthcare & Social Assistance (17,684 peers)
- +14.1%
- assets growth YoY
Addison County Home Health & Hospice Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Addison County Home Health & Hospice Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,008,571 48th percentile higher than 48% 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
Addison County Home Health & Hospice Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Addison County Home Health & Hospice Retirement Savings Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Addison County Home Health & Hospice Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $744K in the plan year 2023 filing.
- Addison County Home Health & Hospice Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Addison County Home Health & Hospice Retirement Savings Plan reported participants fell from 90 in the plan year 2022 filing to 80 in the plan year 2023 filing.
DOL schedule card
Filing strip 237032401 · Addison County Home Health & Hospice, Inc. PY 2023 · 401(k)
Addison County Home Health & Hospice Retirement Savings Plan · $6M · 80 · 48th
- ASSETS $6M
- PCT 80
- EIN 48th
- RANK 401(k)
- PHOTO near Global Medical Imaging, LLC 401(k) Profit Sharing Plan & Trust
- IND ind #9323
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 Vermont →
Addison County Home Health & Hospice Retirement Savings Plan in the asset neighbourhood
Addison County Home Health & Hospice, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Addison County Home Health & Hospice, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 33.99221340815634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $5M |
| 2023 | 1 | 80 | $6M |
| 2024 | 1 | 80 | $7M |
Addison County Home Health & Hospice, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $744K |
| Employer EIN | 237032401 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
Addison County Home Health & Hospice Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Global Medical Imaging, LLC 401(k) Profit Sharing Plan & Trust in NC ($6M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 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.