Other · DOL Form 5500 · 2023
Stein Hospice Services, Inc Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $53,255
- Avg per participant Low balance/head
Official DOL plan name: Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan · Sponsored by Stein Hospice Services, Inc · Ohio · Other Services
$5M in assets, 98 participants
Stein Hospice Services, Inc's Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan reported $5M in total assets and 98 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.
- #5,220 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan ranks #5,220 of 7,857 2023 filers by assets (385% of the sector average)-$5M for 98 participants.
- #5,220
- in Other Services (7,857 peers)
- -25.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan's mid-pack asset rank among Other Services and all filers
Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,218,980 45th percentile higher than 45% 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
Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan reported participants fell from 128 in the plan year 2022 filing to 98 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 341411008 · Stein Hospice Services, Inc PY 2023 · Other
Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan · $5M · 98 · 45th
- EBSA $5M
- PART 98
- TYPE 45th
- NET Other
- BOOK near Universal Primary Care 403(b) Plan
- VS-ST ind #5220
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 Other Services retirement plans → · Plans in Ohio →
Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 341411008 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stein Hospice Services, Inc)
Sponsor-wide plan assets over time
All Stein Hospice Services, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $7M |
| 2023 | 1 | 98 | $5M |
| 2024 | 1 | 158 | N/A |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Section 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Universal Primary Care 403(b) Plan in NY ($5M); by covered participants it is The Bay School of San Francisco DC Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Universal Primary Care 403(b) Plan (NY) $5M · 107
- The Whitney Academy, Inc. Tda Plan (MA) $5M · 167
- Puff Sierzega & Macfeeters LLC Tr (NJ) $5M · 23
- Buildon, Inc. Retirement Savings Plan (CT) $5M · 71
Similar participant headcount
Nearest other-state filings by covered participants (98 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.