401(k) · DOL Form 5500 · 2023

Hospice of the Bluegrass 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
679
Participants Below avg headcount
87th
Percentile by assets National rank
$88,629
Avg per participant Below avg balance/head
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Official DOL plan name: Hospice of the Bluegrass 401(k) Retirement Savings Plan · Sponsored by Hospice of the Bluegrass · Kentucky · Healthcare & Social Assistance

$60M in assets, 679 participants

Hospice of the Bluegrass's Hospice of the Bluegrass 401(k) Retirement Savings Plan reported $60M in total assets and 679 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,780 in Healthcare & Social Assistance (17,684 peers)

Where Hospice of the Bluegrass 401(k) Retirement Savings Plan sits by assets

Hospice of the Bluegrass 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $60M for 679 participants (~$88,629/participant), up 20.7% in 2023.

#15,780
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hospice of the Bluegrass 401(k) Retirement Savings Plan's outsized position by total assets

Hospice of the Bluegrass 401(k) Retirement Savings Plan vs every filed plan by assets

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

$60,178,855 Top 13% higher than 87% 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

Hospice of the Bluegrass 401(k) Retirement Savings 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. Hospice of the Bluegrass 401(k) Retirement Savings Plan sits mid-pack in the medium band (679 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hospice of the Bluegrass 401(k) Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Hospice of the Bluegrass 401(k) Retirement Savings Plan end-of-year assets rose from $50M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Hospice of the Bluegrass 401(k) Retirement Savings Plan reported participants rose from 637 in the plan year 2022 filing to 679 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610978097 · Hospice of the Bluegrass PY 2023 · 401(k)

Hospice of the Bluegrass 401(k) Retirement Savings Plan · $60M · 679 · 87th

  • SCH $60M
  • EBSA 679
  • PART 87th
  • TYPE 401(k)
  • NET near Plumbers 75 401(k) Profit Sharing Plan
  • BOOK ind #15780

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 Kentucky →

Hospice of the Bluegrass 401(k) Retirement Savings Plan in the asset neighbourhood

Hospice of the Bluegrass 401(k) Retirement Savings PlanHospice of the Bluegrass 401…$60MPlumbers 75 401(k) Profit Sharing PlanPlumbers 75 401(k) Profit Sh…$60MThe Wenger Group Profit Sharing PlanThe Wenger Group Profit Shar…$60MRevance Therapeutics, Inc. 401(k) P/S PlanRevance Therapeutics, Inc. 4…$60MAbb Optical Group$60M
End-of-year total assets ($M) among Hospice of the Bluegrass 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$60M
Net Income$10M
Employer EIN610978097
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospice of the Bluegrass)

Sponsor-wide plan assets over time

All Hospice of the Bluegrass plans reported in each filing year

Latest sponsor-wide plan assets
$68M 36.12528135313657% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $49.9M $67.9M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 637 $50M
2023 1 679 $60M
2024 1 757 $68M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hospice of the Bluegrass 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Hospice of the Bluegrass 401(k) Retirement Savings Plan, Total assets ($B): 0.060178855 · Participants: 679Hospice of the Bluegrass 401(k) Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Hospice of the Bluegrass 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Hospice of the Bluegrass 401(k) Retirement Savings Plan side-by-side with 3 peers →

Hospice of the Bluegrass 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Plumbers 75 401(k) Profit Sharing Plan in WI ($60M); by covered participants it is Vaughn Industries, LLC 401(k) Profit Sharing Plan in OH (679 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (679 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 Hospice of the Bluegrass 401(k) Retirement Savings Plan assets move in 2023? ▼
Hospice of the Bluegrass 401(k) Retirement Savings Plan grew sharply - up 20.7% during 2023, from $50M to $60M. Reported net income was $10M.
How have Hospice of the Bluegrass plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospice of the Bluegrass's sponsor-wide assets grew 36.1%, from $50M to $68M.
Where does Hospice of the Bluegrass 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hospice of the Bluegrass 401(k) Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hospice of the Bluegrass 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers 75 401(k) Profit Sharing Plan in WI ($60M, 1,353 participants).
Which 401(k) plans cover a similar participant headcount to Hospice of the Bluegrass 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Industries, LLC 401(k) Profit Sharing Plan in OH (679 participants, $75M 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 610978097.

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.