401(k) · DOL Form 5500 · 2023

HOPEHEALTH 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
588
Participants Below avg headcount
81st
Percentile by assets National rank
$58,100
Avg per participant Low balance/head
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Official DOL plan name: Hopehealth Retirement Plan · Sponsored by HOPEHEALTH · Rhode Island · Healthcare & Social Assistance

$34M in assets, 588 participants

HOPEHEALTH's Hopehealth Retirement Plan reported $34M in total assets and 588 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,833 in Healthcare & Social Assistance (17,684 peers)

Coverage in Rhode Island

Hopehealth Retirement Plan covers 588 participants in Rhode Island, about 41% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $34M.

#14,833
in Healthcare & Social Assistance (17,684 peers)
+26.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hopehealth Retirement Plan's outsized position by total assets

Hopehealth Retirement Plan vs every filed plan by assets

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

$34,162,815 Top 19% higher than 81% 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

Hopehealth Retirement 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. Hopehealth Retirement Plan sits mid-pack in the medium band (588 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hopehealth Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Hopehealth Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Hopehealth Retirement Plan reported participants rose from 494 in the plan year 2022 filing to 588 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454391049 · HOPEHEALTH PY 2023 · 401(k)

Hopehealth Retirement Plan · $34M · 588 · 81st

  • EBSA $34M
  • PART 588
  • TYPE 81st
  • NET 401(k)
  • BOOK near Modern Builders Supply, Inc. Employees' 401(k) and Profit Sharing Plan
  • VS-ST ind #14833

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 Rhode Island →

Hopehealth Retirement Plan in the asset neighbourhood

Hopehealth Retirement Plan$34MModern Builders Supply, Inc. Employees' 401(k) and Profit Sharing PlanModern Builders Supply, Inc.…$34MEngineered Materials Solutions Contribution and 401(k) Savings PlanEngineered Materials Solutio…$34MMain Electric Supply Co. Savings and Investment PlanMain Electric Supply Co. Sav…$34MWinpak Films Inc. 401(k) Savings PlanWinpak Films Inc. 401(k) Sav…$34M
End-of-year total assets ($M) among Hopehealth Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN454391049
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HOPEHEALTH)

Sponsor-wide plan assets over time

All HOPEHEALTH plans reported in each filing year

Latest sponsor-wide plan assets
$40M 47.037189406890434% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.1M $39.8M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 494 $27M
2023 1 588 $34M
2024 1 566 $40M

Nearby 401(k) Plans in Rhode Island

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

Hopehealth Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Hopehealth Retirement Plan, Total assets ($B): 0.034162815 · Participants: 588Hopehealth Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Hopehealth Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Hopehealth Retirement Plan side-by-side with 3 peers →

Hopehealth Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Modern Builders Supply, Inc. Employees' 401(k) and Profit Sharing Plan in OH ($34M); by covered participants it is Autocam Medical Devices, LLC 401(k) Employee Savings Plan in MI (588 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (588 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 Hopehealth Retirement Plan assets move in 2023? ▼
Hopehealth Retirement Plan grew sharply - up 26.2% during 2023, from $27M to $34M. Reported net income was $7M.
How have HOPEHEALTH plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), HOPEHEALTH's sponsor-wide assets grew 47.0%, from $27M to $40M.
Where does Hopehealth Retirement Plan rank by assets among Form 5500 filers? ▼
Hopehealth Retirement Plan ranks in the 81st 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 Hopehealth Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modern Builders Supply, Inc. Employees' 401(k) and Profit Sharing Plan in OH ($34M, 642 participants).
Which 401(k) plans cover a similar participant headcount to Hopehealth Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autocam Medical Devices, LLC 401(k) Employee Savings Plan in MI (588 participants, $44M 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 454391049.

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.