Other · DOL Form 5500 · 2024
Sharon S. Richardson Community Hospice Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 124
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $33,113
- Avg per participant Low balance/head
Official DOL plan name: Sharon S. Richardson Community Hospice 403(b) Plan · Sponsored by Sharon S. Richardson Community Hospice · Wisconsin · Healthcare & Social Assistance
$4M in assets, 124 participants
Sharon S. Richardson Community Hospice's Sharon S. Richardson Community Hospice 403(b) Plan reported $4M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #6,849 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Sharon S. Richardson Community Hospice 403(b) Plan covers 124 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.
- #6,849
- in Healthcare & Social Assistance (16,916 peers)
- +27.6%
- assets growth YoY
Sharon S. Richardson Community Hospice 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sharon S. Richardson Community Hospice 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,105,962 39th percentile higher than 39% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sharon S. Richardson Community Hospice 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharon S. Richardson Community Hospice 403(b) Plan sits mid-pack in the medium band (124 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sharon S. Richardson Community Hospice 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sharon S. Richardson Community Hospice 403(b) Plan reported net income rose from $699K in the plan year 2023 filing to $888K in the plan year 2024 filing.
- Sharon S. Richardson Community Hospice 403(b) Plan reported participants rose from 119 in the plan year 2023 filing to 124 in the plan year 2024 filing.
DOL schedule card
Filing strip 043794775 · Sharon S. Richardson Community Hospice PY 2024 · Other
Sharon S. Richardson Community Hospice 403(b) Plan · $4M · 124 · 39th
- EIN $4M
- EIN 124
- EIN 39th
- EIN Other
- EIN near 403(b) Thrift Plan for Employees of the Arc of Atlantic County, Inc.
- EIN ind #6849
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 Wisconsin →
Sharon S. Richardson Community Hospice 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $888K |
| Employer EIN | 043794775 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharon S. Richardson Community Hospice)
Sponsor-wide plan assets over time
All Sharon S. Richardson Community Hospice plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 62.98784169312035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $3M |
| 2023 | 1 | 119 | $3M |
| 2024 | 1 | 124 | $4M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Sharon S. Richardson Community Hospice 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Arc of Atlantic County, Inc. in NJ ($4M); by covered participants it is Nardin Academy Retirement Plan in NY (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.