Profit Sharing · DOL Form 5500 · 2024

Houston Hospice Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
107
Participants Small participant base
32nd
Percentile by assets National rank
$23,111
Avg per participant Low balance/head
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Official DOL plan name: Houston Hospice Discretionary Funding Account · Sponsored by Houston Hospice · Texas · Healthcare & Social Assistance

$2M in assets, 107 participants

Houston Hospice's Houston Hospice Discretionary Funding Account reported $2M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,211 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Houston Hospice Discretionary Funding Account covers 107 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#5,211
in Healthcare & Social Assistance (16,916 peers)
-1.9%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Houston Hospice Discretionary Funding Account among the smaller filed plans by assets

Houston Hospice Discretionary Funding Account vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,472,904 32nd percentile higher than 32% of 123,620 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 2024

Houston Hospice Discretionary Funding Account 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. Houston Hospice Discretionary Funding Account sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Houston Hospice Discretionary Funding Account reported net income fell from $198K in the plan year 2023 filing to -$47K in the plan year 2024 filing.
  • Houston Hospice Discretionary Funding Account reported participants rose from 93 in the plan year 2023 filing to 107 in the plan year 2024 filing.
  • Houston Hospice Discretionary Funding Account end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 742092951 · Houston Hospice PY 2024 · Profit Sharing

Houston Hospice Discretionary Funding Account · $2M · 107 · 32nd

  • BOY $2M
  • SCH 107
  • EBSA 32nd
  • PART Profit Sharing
  • TYPE near Wolverine Supply, Inc. Restated Profit Sharing Plan
  • NET ind #5211

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 Texas →

Houston Hospice Discretionary Funding Account in the asset neighbourhood

Houston Hospice Discretionary Funding AccountHouston Hospice Discretionar…$2MWolverine Supply, Inc. Restated Profit Sharing PlanWolverine Supply, Inc. Resta…$2MLaw Office Vincent J. Freccia III Profit Sharing PlanLaw Office Vincent J. Frecci…$2MMayaguez Orthopedics, P. S. C. Retirement PlanMayaguez Orthopedics, P. S. …$2MTdhold Inc. Retirement Plan$2M
End-of-year total assets ($M) among Houston Hospice Discretionary Funding Account and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$47K
Employer EIN742092951
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houston Hospice)

Sponsor-wide plan assets over time

All Houston Hospice plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.494936018734879% vs 2022
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.32M $2.47M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 117 $2M
2023 1 93 $3M
2024 1 107 $2M

Nearby Profit Sharing Plans in Texas

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

Houston Hospice Discretionary Funding Account vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Houston Hospice Discretionary Funding Account, Total assets ($B): 0.002472904 · Participants: 107Houston Hospice Discretionary Funding AccountBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Houston Hospice Discretionary Funding Account vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Houston Hospice Discretionary Funding Account side-by-side with 3 peers →

Houston Hospice Discretionary Funding Account's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Wolverine Supply, Inc. Restated Profit Sharing Plan in MI ($2M); by covered participants it is Falcon's Beyond 401(k) Profit Sharing Plan in FL (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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.

Frequently Asked Questions

How did Houston Hospice Discretionary Funding Account assets move in 2024? ▼
Houston Hospice Discretionary Funding Account edged down modestly - down 1.9% during 2024, from $3M to $2M. Reported net income was -$47K.
How have Houston Hospice plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houston Hospice's sponsor-wide assets grew 6.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Houston Hospice Discretionary Funding Account? ▼
Among Profit Sharing plans in other states, the closest by assets is Wolverine Supply, Inc. Restated Profit Sharing Plan in MI ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Houston Hospice Discretionary Funding Account? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Falcon's Beyond 401(k) Profit Sharing Plan in FL (107 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742092951.

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.