Other · DOL Form 5500 · 2023

Hospice of Orange & Sullivan Counties, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
245
Participants Below avg headcount
45th
Percentile by assets National rank
$21,031
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. · Sponsored by Hospice of Orange & Sullivan Counties, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 245 participants

Hospice of Orange & Sullivan Counties, Inc.'s 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. reported $5M in total assets and 245 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.

  • #8,675 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. covers 245 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,675
in Healthcare & Social Assistance (17,684 peers)
+4.3%
assets growth YoY

403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. vs every filed plan by assets

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

$5,152,644 45th percentile higher than 45% 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

403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. 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. 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. reported net income rose from -$774K in the plan year 2022 filing to $214K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. reported participants rose from 221 in the plan year 2022 filing to 245 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141703185 · Hospice of Orange & Sullivan Counties, Inc. PY 2023 · Other

403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. · $5M · 245 · 45th

  • BOOK $5M
  • VS-ST 245
  • BOY 45th
  • SCH Other
  • EBSA near Sacramento Native American Health Center 403(b) Plan
  • PART ind #8675

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 New York →

403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. in the asset neighbourhood

Community Resource Project, Inc. 403(b) PlanCommunity Resource Project, …$5MEmployee Benefit Plan of a Community of FriendsEmployee Benefit Plan of a C…$5M403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc.403(b) Thrift Plan of Hospic…$5MSacramento Native American Health Center 403(b) PlanSacramento Native American H…$5MCrossroads Continuum, Inc. 403(b) PlanCrossroads Continuum, Inc. 4…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$214K
Employer EIN141703185
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospice of Orange & Sullivan Counties, Inc.)

Sponsor-wide plan assets over time

All Hospice of Orange & Sullivan Counties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.855988752630154% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.94M $5.67M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 221 $5M
2023 1 245 $5M
2024 1 272 $6M

Nearby Other Plans in New York

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

403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc., Total assets ($B): 0.005152644 · Participants: 245403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc.Northwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Sacramento Native American Health Center 403(b) Plan in CA ($5M); by covered participants it is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. edged up modestly - up 4.3% during 2023, from $5M to $5M. Reported net income was $214K.
How have Hospice of Orange & Sullivan Counties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospice of Orange & Sullivan Counties, Inc.'s sponsor-wide assets grew 14.9%, from $5M to $6M.
Which Other plans are similar in size to 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc.? ▼
Among Other plans in other states, the closest by assets is Sacramento Native American Health Center 403(b) Plan in CA ($5M, 207 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc.? ▼
Among Other plans in other states, the closest by covered participants is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants, $3M 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 141703185.

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.