401(k) · DOL Form 5500 · 2023

Affinity Hospice Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 269
Participants Below avg headcount: 31st
Percentile by assets National rank: $7,833
Avg per participant Low balance/head

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Official DOL plan name: Affinity Hospice Management LLC 401(k) Plan · Sponsored by Affinity Hospice Management LLC · New York · Healthcare & Social Assistance

$2M in assets, 269 participants

Affinity Hospice Management LLC's Affinity Hospice Management LLC 401(k) Plan reported $2M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

#5,284 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Affinity Hospice Management LLC 401(k) Plan covers 269 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $2M.

#5,284
in Healthcare & Social Assistance (17,684 peers): +224.8%
assets growth YoY

Affinity Hospice Management LLC 401(k) Plan among the smaller filed plans by assets

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

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

$2,107,118 31st percentile higher than 31% 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 Management 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 Management LLC 401(k) Plan sits mid-pack in the medium band (269 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%)

EBSA filing schedule strip

Filing strip 472507505 · Affinity Hospice Management LLC PY 2023 · 401(k)

Affinity Hospice Management LLC 401(k) Plan · $2M · 269 · 31st

5500 $2M
ASSETS 269
PCT 31st
EIN 401(k)
RANK near Craig/Is, Ltd. 401(k) Retirement Plan
PHOTO ind #5284

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 New York →

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

New York filing particulars

Total Assets (Beginning of Year)	$649K
Net Assets (End of Year)	$2M
Net Income	$1M
Employer EIN	472507505
Plan Effective Date	2015-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Affinity Hospice Management LLC)

Latest sponsor-wide plan assets: $4M 102.45714763008051% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	269	$2M
2024	1	514	$4M

Nearby 401(k) Plans in New York

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

Affinity Hospice Management LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

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

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

Outside New York, the nearest 401(k) by assets is Craig/Is, Ltd. 401(k) Retirement Plan in FL ($2M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Craig/Is, Ltd. 401(k) Retirement Plan (FL) $2M · 9
Reston Limousine & Travel Serv 401(k) Profit Sharing Plan & Trust (VA) $2M · 342
The Warwick Towers 401(k) Plan (TX) $2M · 21
Classic Flooring Inc. 401(k) Plan (AL) $2M · 7

Similar participant headcount

Nearest other-state filings by covered participants (269 participants); asset peers above are excluded.

The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan (FL) 269 · 0 off
H.F. Cox, Inc. 401(k) Plan (CA) 269 · 0 off
Home Franchise Concepts Retirement Savings Plan (CA) 269 · 0 off
Mi Metals, Inc. 401(k) Savings Plan (FL) 269 · 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 Management LLC 401(k) Plan assets move in 2023? ▼

Affinity Hospice Management LLC 401(k) Plan surged - up 224.8% during 2023, from $649K to $2M. Reported net income was $1M.

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

Across 2 plan years on file (2023-2024), Affinity Hospice Management LLC's sponsor-wide assets grew 102.5%, from $2M to $4M.

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

Among 401(k) plans in other states, the closest by assets is Craig/Is, Ltd. 401(k) Retirement Plan in FL ($2M, 9 participants).

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

Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants, $11M 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 472507505.