401(k) · DOL Form 5500 · 2023

Heart to Heart Hospice Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
411
Participants Below avg headcount
74th
Percentile by assets National rank
$51,490
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$21M in assets, 411 participants

Heart to Heart Hospice Holdings, LLC's Heart to Heart Hospice 401(k) Plan reported $21M in total assets and 411 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,772 in Healthcare & Social Assistance (17,684 peers)

Heart to Heart Hospice Holdings, LLC multi-year trail

Heart to Heart Hospice Holdings, LLC's plans moved +41.2% in assets from 2022 to 2024; this filing shows Heart to Heart Hospice 401(k) Plan at $21M / 411 participants.

#13,772
in Healthcare & Social Assistance (17,684 peers)
+22.1%
assets growth YoY

Heart to Heart Hospice 401(k) Plan's outsized position by total assets

Heart to Heart Hospice 401(k) Plan vs every filed plan by assets

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

$21,162,294 Top 26% higher than 74% 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

Heart to Heart Hospice 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. Heart to Heart Hospice 401(k) Plan sits mid-pack in the medium band (411 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heart to Heart Hospice 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Heart to Heart Hospice 401(k) Plan reported participants fell from 693 in the plan year 2022 filing to 411 in the plan year 2023 filing.
  • Heart to Heart Hospice 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611700842 · Heart to Heart Hospice Holdings, LLC PY 2023 · 401(k)

Heart to Heart Hospice 401(k) Plan · $21M · 411 · 74th

  • PCT $21M
  • PCT 411
  • PCT 74th
  • PCT 401(k)
  • PCT near Williams Form Engineering Corporation 401(k) Plan
  • PCT ind #13772

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 Texas →

Heart to Heart Hospice 401(k) Plan in the asset neighbourhood

Heart to Heart Hospice 401(k) PlanHeart to Heart Hospice 401(k…$21MWilliams Form Engineering Corporation 401(k) PlanWilliams Form Engineering Co…$21MHeartland Bank 401(k) Profit Sharing PlanHeartland Bank 401(k) Profit…$21MPgw Auto Glass, LLC 401(k) PlanPgw Auto Glass, LLC 401(k) P…$21MKistler Instrument Corp. 401(k) PlanKistler Instrument Corp. 401…$21M
End-of-year total assets ($M) among Heart to Heart Hospice 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Heart to Heart Hospice Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heart to Heart Hospice Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 41.199460543286904% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.3M $24.5M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 693 $17M
2023 1 411 $21M
2024 1 427 $24M

Heart to Heart Hospice Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN611700842
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Heart to Heart Hospice 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Heart to Heart Hospice 401(k) Plan, Total assets ($B): 0.021162294 · Participants: 411Heart to Heart Hospice 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Heart to Heart Hospice 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Heart to Heart Hospice 401(k) Plan side-by-side with 3 peers →

Heart to Heart Hospice 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Williams Form Engineering Corporation 401(k) Plan in MI ($21M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (411 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (411 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 Heart to Heart Hospice 401(k) Plan assets move in 2023? ▼
Heart to Heart Hospice 401(k) Plan grew sharply - up 22.1% during 2023, from $17M to $21M. Reported net income was $4M.
How have Heart to Heart Hospice Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heart to Heart Hospice Holdings, LLC's sponsor-wide assets grew 41.2%, from $17M to $24M.
Which 401(k) plans are similar in size to Heart to Heart Hospice 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Williams Form Engineering Corporation 401(k) Plan in MI ($21M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Heart to Heart Hospice 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (411 participants, $2M 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 611700842.

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.