Other · DOL Form 5500 · 2023
Hospice of Wake County, Inc. Dba Transitions Lifecare Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 445
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $61,308
- Avg per participant Low balance/head
Official DOL plan name: Hospice of Wake County, Inc. Retirement Savings Plan · Sponsored by Hospice of Wake County, Inc. Dba Transitions Lifecare · North Carolina · Other Services
$27M in assets, 445 participants
Hospice of Wake County, Inc. Dba Transitions Lifecare's Hospice of Wake County, Inc. Retirement Savings Plan reported $27M in total assets and 445 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #6,972 in Other Services (7,857 peers)
Where Hospice of Wake County, Inc. Retirement Savings Plan sits by assets
Hospice of Wake County, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 445 participants (~$61,308/participant), up 10.8% in 2023.
- #6,972
- in Other Services (7,857 peers)
- +10.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Hospice of Wake County, Inc. Retirement Savings Plan's outsized position by total assets
Hospice of Wake County, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,282,140 Top 22% higher than 78% 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
Hospice of Wake County, Inc. Retirement Savings 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. Hospice of Wake County, Inc. Retirement Savings Plan sits mid-pack in the medium band (445 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hospice of Wake County, Inc. Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Hospice of Wake County, Inc. Retirement Savings Plan reported participants fell from 515 in the plan year 2022 filing to 445 in the plan year 2023 filing.
- Hospice of Wake County, Inc. Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
DOL schedule card
Filing strip 561228779 · Hospice of Wake County, Inc. Dba Transitions Lifecare PY 2023 · Other
Hospice of Wake County, Inc. Retirement Savings Plan · $27M · 445 · 78th
- PCT $27M
- PCT 445
- PCT 78th
- PCT Other
- PCT near Children's Home of Cincinnati 403(b) Plan
- PCT ind #6972
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 North Carolina →
Hospice of Wake County, Inc. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 561228779 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of Wake County, Inc. Dba Transitions Lifecare)
Sponsor-wide plan assets over time
All Hospice of Wake County, Inc. Dba Transitions Lifecare plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 17.448761747649332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 515 | $25M |
| 2023 | 1 | 445 | $27M |
| 2024 | 1 | 402 | $29M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Hospice of Wake County, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Children's Home of Cincinnati 403(b) Plan in OH ($27M); by covered participants it is Ewtn 403(b) Retirement Savings Plan in AL (445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (445 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.