401(k) · DOL Form 5500 · 2024

Hope Hospice 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 134
Participants Small participant base: 39th
Percentile by assets National rank: $30,913
Avg per participant Low balance/head

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Official DOL plan name: Hope Hospice 403(b) Tax Deferred Annuity Plan · Sponsored by Hope Hospice · Texas · Healthcare & Social Assistance

$4M in assets, 134 participants

Hope Hospice's Hope Hospice 403(b) Tax Deferred Annuity Plan reported $4M in total assets and 134 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.

#6,887 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Hope Hospice 403(b) Tax Deferred Annuity Plan covers 134 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#6,887
in Healthcare & Social Assistance (16,916 peers): +28.7%
assets growth YoY

Hope Hospice 403(b) Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hope Hospice 403(b) Tax Deferred Annuity Plan vs every filed plan by assets

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

$4,142,364 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

Hope Hospice 403(b) Tax Deferred Annuity 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. Hope Hospice 403(b) Tax Deferred Annuity Plan sits mid-pack in the medium band (134 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Hope Hospice 403(b) Tax Deferred Annuity Plan reported net income rose from $556K in the plan year 2023 filing to $923K in the plan year 2024 filing.
Hope Hospice 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Hope Hospice 403(b) Tax Deferred Annuity Plan reported participants rose from 117 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742314580 · Hope Hospice PY 2024 · 401(k)

Hope Hospice 403(b) Tax Deferred Annuity Plan · $4M · 134 · 39th

IND $4M
IND 134
IND 39th
IND 401(k)
IND near Summers Fire Sprinklers, Inc. 401(k) Plan
IND ind #6887

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 →

End-of-year total assets ($M) among Hope Hospice 403(b) Tax Deferred Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$923K
Employer EIN	742314580
Plan Effective Date	1996-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hope Hospice)

Latest sponsor-wide plan assets: $4M 55.533260992817254% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	123	$3M
2023	1	117	$3M
2024	1	134	$4M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hope Hospice 403(b) Tax Deferred Annuity Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Hope Hospice 403(b) Tax Deferred Annuity Plan side-by-side with 3 peers →

Hope Hospice 403(b) Tax Deferred Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Summers Fire Sprinklers, Inc. 401(k) Plan in FL ($4M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Summers Fire Sprinklers, Inc. 401(k) Plan (FL) $4M · 87
Spicer Plus Inc. Salary Savings 401(k) Plan (CT) $4M · 67
Frankel Family & Cosmetic Dentistry Retirement & Savings Plan (OH) $4M · 152
Pro Services, Inc. 401(k) Plan (MI) $4M · 211

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Whalar 401(k) Plan (NY) 134 · 0 off
Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
Delta Electronics Mfg Corp. 401(k) Savings Plan (MA) 134 · 0 off
Blaze Health, LLC 401(k) Plan (MN) 134 · 0 off

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 Hope Hospice 403(b) Tax Deferred Annuity Plan assets move in 2024? ▼

Hope Hospice 403(b) Tax Deferred Annuity Plan grew sharply - up 28.7% during 2024, from $3M to $4M. Reported net income was $923K.

How have Hope Hospice plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hope Hospice's sponsor-wide assets grew 55.5%, from $3M to $4M.

Which 401(k) plans are similar in size to Hope Hospice 403(b) Tax Deferred Annuity Plan? ▼

Among 401(k) plans in other states, the closest by assets is Summers Fire Sprinklers, Inc. 401(k) Plan in FL ($4M, 87 participants).

Which 401(k) plans cover a similar participant headcount to Hope Hospice 403(b) Tax Deferred Annuity Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 742314580.