Other · DOL Form 5500 · 2023

Valley Hospice, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
108
Participants Small participant base
44th
Percentile by assets National rank
$46,297
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Valley Hospice, Inc. · Sponsored by Valley Hospice, Inc. · Ohio · Healthcare & Social Assistance

$5M in assets, 108 participants

Valley Hospice, Inc.'s Retirement Plan of Valley Hospice, Inc. reported $5M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,544 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Retirement Plan of Valley Hospice, Inc. covers 108 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#8,544
in Healthcare & Social Assistance (17,684 peers)
+21.1%
assets growth YoY

Retirement Plan of Valley Hospice, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan of Valley Hospice, Inc. vs every filed plan by assets

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

$5,000,025 44th percentile higher than 44% 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

Retirement Plan of Valley Hospice, Inc. 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. Retirement Plan of Valley Hospice, Inc. sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Valley Hospice, Inc. reported net income rose from -$923K in the plan year 2022 filing to $869K in the plan year 2023 filing.
  • Retirement Plan of Valley Hospice, Inc. reported participants fell from 137 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • Retirement Plan of Valley Hospice, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341459104 · Valley Hospice, Inc. PY 2023 · Other

Retirement Plan of Valley Hospice, Inc. · $5M · 108 · 44th

  • PART $5M
  • TYPE 108
  • NET 44th
  • BOOK Other
  • VS-ST near Retirement Plan of Elm Terrace Gardens
  • BOY ind #8544

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 Ohio →

Retirement Plan of Valley Hospice, Inc. in the asset neighbourhood

Clarity Care, Inc Retirement PlanClarity Care, Inc Retirement…$5MRetirement Plan of Valley Hospice, Inc.Retirement Plan of Valley Ho…$5MRetirement Plan of Elm Terrace GardensRetirement Plan of Elm Terra…$5MSafe-Harbor 401(k) Profit Sharing Plan for Supportive Behavioral Resources, Inc.Safe-Harbor 401(k) Profit Sh…$5MThe Council on Recovery 403(b) PlanThe Council on Recovery 403(…$5M
End-of-year total assets ($M) among Retirement Plan of Valley Hospice, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$869K
Employer EIN341459104
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Hospice, Inc.)

Sponsor-wide plan assets over time

All Valley Hospice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.865264475052214% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.13M $4.62M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 137 $4M
2023 1 108 $5M
2024 1 137 $5M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Retirement Plan of Valley Hospice, Inc. vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Retirement Plan of Valley Hospice, Inc., Total assets ($B): 0.005000025 · Participants: 108Retirement Plan of Valley Hospice, Inc.Cleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Retirement Plan of Valley Hospice, Inc. vs. nearby Other plans in Ohio, assets vs. participants
Compare Retirement Plan of Valley Hospice, Inc. side-by-side with 3 peers →

Retirement Plan of Valley Hospice, Inc.'s out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Retirement Plan of Elm Terrace Gardens in PA ($5M); by covered participants it is Buffalo Bill Historical Center Tda in WY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Retirement Plan of Valley Hospice, Inc. assets move in 2023? ▼
Retirement Plan of Valley Hospice, Inc. grew sharply - up 21.1% during 2023, from $4M to $5M. Reported net income was $869K.
How have Valley Hospice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Hospice, Inc.'s sponsor-wide assets grew 11.9%, from $4M to $5M.
Which Other plans are similar in size to Retirement Plan of Valley Hospice, Inc.? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Elm Terrace Gardens in PA ($5M, 219 participants).
Which Other plans cover a similar participant headcount to Retirement Plan of Valley Hospice, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Buffalo Bill Historical Center Tda in WY (108 participants, $4M 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 341459104.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.