401(k) · DOL Form 5500 · 2023

Affinity Hospice Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 351
Participants Below avg headcount: 37th
Percentile by assets National rank: $9,273
Avg per participant Low balance/head

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Official DOL plan name: Affinity Hospice Holdings, LLC 401(k) Plan · Sponsored by Affinity Hospice Holdings, LLC · Alabama · Healthcare & Social Assistance

$3M in assets, 351 participants

Affinity Hospice Holdings, LLC's Affinity Hospice Holdings, LLC 401(k) Plan reported $3M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#6,765 in Healthcare & Social Assistance (17,684 peers)

Affinity Hospice Holdings, LLC multi-year trail

Affinity Hospice Holdings, LLC's plans moved +102.7% in assets from 2022 to 2024; this filing shows Affinity Hospice Holdings, LLC 401(k) Plan at $3M / 351 participants.

#6,765
in Healthcare & Social Assistance (17,684 peers): +63.8%
assets growth YoY

Affinity Hospice Holdings, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Affinity Hospice Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$3,254,653 37th percentile higher than 37% 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

Affinity Hospice Holdings, LLC 401(k) 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. Affinity Hospice Holdings, LLC 401(k) Plan sits mid-pack in the medium band (351 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Affinity Hospice Holdings, LLC 401(k) Plan reported net income rose from $133K in the plan year 2022 filing to $693K in the plan year 2023 filing.
Affinity Hospice Holdings, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Affinity Hospice Holdings, LLC 401(k) Plan reported participants rose from 287 in the plan year 2022 filing to 351 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832153189 · Affinity Hospice Holdings, LLC PY 2023 · 401(k)

Affinity Hospice Holdings, LLC 401(k) Plan · $3M · 351 · 37th

VS-ST $3M
VS-ST 351
VS-ST 37th
VS-ST 401(k)
VS-ST near Flexcraft 401(k) Plan
VS-ST ind #6765

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 Alabama →

End-of-year total assets ($M) among Affinity Hospice Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Affinity Hospice Holdings, LLC multi-year asset trail

Latest sponsor-wide plan assets: $4M 102.66306860980524% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	287	$2M
2023	1	351	$3M
2024	1	558	$4M

Affinity Hospice Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$693K
Employer EIN	832153189
Plan Effective Date	2019-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Affinity Hospice Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Affinity Hospice Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Affinity Hospice Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Flexcraft 401(k) Plan in NJ ($3M); by covered participants it is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Flexcraft 401(k) Plan (NJ) $3M · 88
Chapter 4 Corp 401(k) Profit Sharing Plan and Trust (NY) $3M · 194
Henry Elliott 401(k) Plan (MA) $3M · 27
Medical Eye Associates, PA Retirement Plan (NC) $3M · 22

Similar participant headcount

Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.

Procaps Laboratories, Inc. 401(k) Plan (NV) 351 · 0 off
Mccarthy & Holthus, LLP 401(k) Retirement Plan (CA) 351 · 0 off
Charles River Medical Associates, P.C. 401(k) Retirement Plan (MA) 351 · 0 off
Resintech, Inc. Profit Sharing 401(k) Plan (NJ) 351 · 0 off

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 Affinity Hospice Holdings, LLC 401(k) Plan assets move in 2023? ▼

Affinity Hospice Holdings, LLC 401(k) Plan surged - up 63.8% during 2023, from $2M to $3M. Reported net income was $693K.

How have Affinity Hospice Holdings, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Affinity Hospice Holdings, LLC's sponsor-wide assets grew 102.7%, from $2M to $4M.

Which 401(k) plans are similar in size to Affinity Hospice Holdings, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Flexcraft 401(k) Plan in NJ ($3M, 88 participants).

Which 401(k) plans cover a similar participant headcount to Affinity Hospice Holdings, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants, $26M 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 832153189.