401(k) · DOL Form 5500 · 2023
Hospice of Santa Cruz County 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 141
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $95,720
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County · Sponsored by Hospice of Santa Cruz County · California · Healthcare & Social Assistance
$13M in assets, 141 participants
Hospice of Santa Cruz County's 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County reported $13M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,418 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
403(b) Thrift Plan for Employees of Hospice of Santa Cruz County covers 141 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $13M.
- #12,418
- in Healthcare & Social Assistance (17,684 peers)
- +15.8%
- assets growth YoY
403(b) Thrift Plan for Employees of Hospice of Santa Cruz County's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Hospice of Santa Cruz County vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,496,554 Top 35% higher than 65% 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
403(b) Thrift Plan for Employees of Hospice of Santa Cruz County 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. 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Hospice of Santa Cruz County reported participants rose from 135 in the plan year 2022 filing to 141 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942497618 · Hospice of Santa Cruz County PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Hospice of Santa Cruz County · $13M · 141 · 65th
- EBSA $13M
- EBSA 141
- EBSA 65th
- EBSA 401(k)
- EBSA near Plumb House, Inc. 401(k) Retirement Plan
- EBSA ind #12418
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 California →
403(b) Thrift Plan for Employees of Hospice of Santa Cruz County in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 942497618 |
| Plan Effective Date | 2004-03-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of Santa Cruz County)
Sponsor-wide plan assets over time
All Hospice of Santa Cruz County plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 20.938971106799833% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $12M |
| 2023 | 1 | 141 | $13M |
| 2024 | 1 | 146 | $14M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
403(b) Thrift Plan for Employees of Hospice of Santa Cruz County's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Plumb House, Inc. 401(k) Retirement Plan in MA ($13M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Plumb House, Inc. 401(k) Retirement Plan (MA) $13M · 149
- W. D. Matthews Machinery Co. 401(k) Plan (ME) $13M · 136
- Frederick Goldman Inc. 401(k) Employee Savings Plan (NJ) $13M · 102
- Bexar Concrete Works 401(k) Plan (TX) $13M · 265
Similar participant headcount
Nearest other-state filings by covered participants (141 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.