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
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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

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

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.

See the national 2022→2023 release diff →

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

Hopehealth, Inc. 401(k) Safe Harbor PlanHopehealth, Inc. 401(k) Safe…$26MHygiena LLC Retirement Plan$26MGachassin Law Firm, LLC Profit Sharing 401(k) TrustGachassin Law Firm, LLC Prof…$26MCornerstone Advisors of Arizona, LLC 401(k) Profit Sharing Plan and TrustCornerstone Advisors of Ariz…$26MNorth Carolina State Firefighters' Association Defined Contribution Retirement PlanNorth Carolina State Firefig…$26M
End-of-year total assets ($M) among Hopehealth, Inc. 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN570984427
Plan Effective Date2001-01-01
Filing StatusFILING 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
$15M$20M$25M$30M$35M 202220232024 $20M $32.7M ▲ +63.6%
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.

Hopehealth, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Hopehealth, Inc. 401(k) Safe Harbor Plan, Total assets ($B): 0.026016536 · Participants: 570Hopehealth, Inc. 401(k) Safe Harbor PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Hopehealth, Inc. 401(k) Safe Harbor Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (570 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 Hopehealth, Inc. 401(k) Safe Harbor Plan assets move in 2023?
Hopehealth, Inc. 401(k) Safe Harbor Plan surged - up 30.1% during 2023, from $20M to $26M. Reported net income was $6M.
How have Hopehealth, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hopehealth, Inc.'s sponsor-wide assets grew 63.6%, from $20M to $33M.
Where does Hopehealth, Inc. 401(k) Safe Harbor Plan rank by assets among Form 5500 filers?
Hopehealth, Inc. 401(k) Safe Harbor Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hopehealth, Inc. 401(k) Safe Harbor Plan?
Among 401(k) plans in other states, the closest by assets is Hygiena LLC Retirement Plan in CA ($26M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Hopehealth, Inc. 401(k) Safe Harbor Plan?
Among 401(k) plans in other states, the closest by covered participants is Royal Cup, Inc. 401(k) Retirement Plan in AL (570 participants, $47M in assets).