401(k) · DOL Form 5500 · 2023
Hopehealth, Inc. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 570
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $45,643
- Avg per participant Low balance/head
Official DOL plan name: Hopehealth, Inc. 401(k) Safe Harbor Plan · Sponsored by Hopehealth, Inc. · South Carolina · Healthcare & Social Assistance
$26M in assets, 570 participants
Hopehealth, Inc.'s Hopehealth, Inc. 401(k) Safe Harbor Plan reported $26M in total assets and 570 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #14,260 in Healthcare & Social Assistance (17,684 peers)
Where Hopehealth, Inc. 401(k) Safe Harbor Plan sits by assets
Hopehealth, Inc. 401(k) Safe Harbor Plan sits in the top quartile of all filed plans by assets, $26M for 570 participants (~$45,643/participant), up 30.1% in 2023.
- #14,260
- in Healthcare & Social Assistance (17,684 peers)
- +30.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Hopehealth, Inc. 401(k) Safe Harbor Plan's outsized position by total assets
Hopehealth, Inc. 401(k) Safe Harbor Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,016,536 Top 23% higher than 77% 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
Hopehealth, Inc. 401(k) Safe Harbor 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. Hopehealth, Inc. 401(k) Safe Harbor Plan sits mid-pack in the medium band (570 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hopehealth, Inc. 401(k) Safe Harbor Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Hopehealth, Inc. 401(k) Safe Harbor Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Hopehealth, Inc. 401(k) Safe Harbor Plan reported participants rose from 527 in the plan year 2022 filing to 570 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 570984427 · Hopehealth, Inc. PY 2023 · 401(k)
Hopehealth, Inc. 401(k) Safe Harbor Plan · $26M · 570 · 77th
- PART $26M
- TYPE 570
- NET 77th
- BOOK 401(k)
- VS-ST near Hygiena LLC Retirement Plan
- BOY ind #14260
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 South Carolina →
Hopehealth, Inc. 401(k) Safe Harbor Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $6M |
| Employer EIN | 570984427 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hopehealth, Inc.)
Sponsor-wide plan assets over time
All Hopehealth, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 63.582083341481535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 527 | $20M |
| 2023 | 1 | 570 | $26M |
| 2024 | 1 | 633 | $33M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Hopehealth, Inc. 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Hygiena LLC Retirement Plan in CA ($26M); by covered participants it is Royal Cup, Inc. 401(k) Retirement Plan in AL (570 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Hygiena LLC Retirement Plan (CA) $26M · 340
- Cornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and Trust (AZ) $26M · 143
- North Carolina State Firefighters' Association Defined Contribution Retirement Plan (NC) $26M · 825
- Gachassin Law Firm, LLC Profit Sharing 401(k) Trust (LA) $26M · 25
Similar participant headcount
Nearest other-state filings by covered participants (570 participants); asset peers above are excluded.
- Royal Cup, Inc. 401(k) Retirement Plan (AL) 570 · 0 off
- Godbersen-Smith Construction Company 401(k) Profit Sharing Plan (IA) 570 · 0 off
- Action Gypsum Supply, LP 401(k) Plan (TX) 570 · 0 off
- Cvp Retirement Savings Plan (DC) 570 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.