401(k) · DOL Form 5500 · 2023

Vna & Hospice of the Southwest Region 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
163
Participants Small participant base
62nd
Percentile by assets National rank
$71,358
Avg per participant Below avg balance/head
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Official DOL plan name: Vna & Hospice of the Southwest Region 401(k) Plan and Trust · Sponsored by Vna & Hospice of the Southwest Region · Vermont · Healthcare & Social Assistance

$12M in assets, 163 participants

Vna & Hospice of the Southwest Region's Vna & Hospice of the Southwest Region 401(k) Plan and Trust reported $12M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,896 in Healthcare & Social Assistance (17,684 peers)

Vna & Hospice of the Southwest Region multi-year trail

Vna & Hospice of the Southwest Region's plans moved +52.8% in assets from 2022 to 2024; this filing shows Vna & Hospice of the Southwest Region 401(k) Plan and Trust at $12M / 163 participants.

#11,896
in Healthcare & Social Assistance (17,684 peers)
+13.4%
assets growth YoY

Vna & Hospice of the Southwest Region 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Vna & Hospice of the Southwest Region 401(k) Plan and Trust vs every filed plan by assets

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

$11,631,303 Top 38% higher than 62% 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

Vna & Hospice of the Southwest Region 401(k) Plan and Trust 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. Vna & Hospice of the Southwest Region 401(k) Plan and Trust sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vna & Hospice of the Southwest Region 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Vna & Hospice of the Southwest Region 401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Vna & Hospice of the Southwest Region 401(k) Plan and Trust reported participants fell from 167 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030185024 · Vna & Hospice of the Southwest Region PY 2023 · 401(k)

Vna & Hospice of the Southwest Region 401(k) Plan and Trust · $12M · 163 · 62nd

  • PCT $12M
  • PCT 163
  • PCT 62nd
  • PCT 401(k)
  • PCT near Capital Rx 401(k) Plan
  • PCT ind #11896

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 →

Vna & Hospice of the Southwest Region 401(k) Plan and Trust in the asset neighbourhood

Vna & Hospice of the Southwest Region 401(k) Plan and TrustVna & Hospice of the Southwe…$12MCapital Rx 401(k) Plan$12MJ & W Services & Equipment Company 401(k) PlanJ & W Services & Equipment C…$12MUnimed-Midwest, Inc. Retirement PlanUnimed-Midwest, Inc. Retirem…$12MAlchemee 401(k) Plan$12M
End-of-year total assets ($M) among Vna & Hospice of the Southwest Region 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vna & Hospice of the Southwest Region multi-year asset trail

Sponsor-wide plan assets over time

All Vna & Hospice of the Southwest Region plans reported in each filing year

Latest sponsor-wide plan assets
$16M 52.79745619527089% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $15.7M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 167 $10M
2023 1 163 $12M
2024 1 173 $16M

Vna & Hospice of the Southwest Region filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN030185024
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Vna & Hospice of the Southwest Region 401(k) Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Vna & Hospice of the Southwest Region 401(k) Plan and Trust, Total assets ($B): 0.011631303 · Participants: 163Vna & Hospice of the Southwest Region 401(k) Plan and TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Vna & Hospice of the Southwest Region 401(k) Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Vna & Hospice of the Southwest Region 401(k) Plan and Trust side-by-side with 3 peers →

Vna & Hospice of the Southwest Region 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Capital Rx 401(k) Plan in NY ($12M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Vna & Hospice of the Southwest Region 401(k) Plan and Trust assets move in 2023? ▼
Vna & Hospice of the Southwest Region 401(k) Plan and Trust grew at a solid clip - up 13.4% during 2023, from $10M to $12M. Reported net income was $1M.
How have Vna & Hospice of the Southwest Region plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vna & Hospice of the Southwest Region's sponsor-wide assets grew 52.8%, from $10M to $16M.
Which 401(k) plans are similar in size to Vna & Hospice of the Southwest Region 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Capital Rx 401(k) Plan in NY ($12M, 423 participants).
Which 401(k) plans cover a similar participant headcount to Vna & Hospice of the Southwest Region 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 030185024.

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.