Other · DOL Form 5500 · 2023
Hospice of Surry County, Inc. Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 356
- Participants
- 57th
- Percentile by assets
- $25,796
- Avg per participant
Official DOL plan name: Hospice of Surry Retirement Plan · Sponsored by Hospice of Surry County, Inc. · North Carolina · Healthcare & Social Assistance
$9M in assets, 356 participants
Hospice of Surry County, Inc.'s Hospice of Surry Retirement Plan reported $9M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #11,039 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Hospice of Surry Retirement Plan covers 356 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 356
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $25,796
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hospice of Surry Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Hospice of Surry Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Hospice of Surry Retirement Plan reported participants rose from 347 in the plan year 2022 filing to 356 in the plan year 2023 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Hospice of Surry Retirement Plan reports 356 participants - about 43% of that state average ($9M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 561346584 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of Surry County, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 347 | $7M |
| 2023 | 1 | 356 | $9M |
| 2024 | 1 | 368 | $11M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Hospice of Surry Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Similar-Sized Other Plans Nationally
Other plans in other states closest to Hospice of Surry Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Hospice of Surry Retirement Plan assets move in 2023? ▼
How have Hospice of Surry County, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Hospice of Surry Retirement Plan? ▼
Next read for Hospice of Surry Retirement Plan
Filing takeaways
Ways to act on Hospice of Surry Retirement Plan's numbers.
- By total assets, Hospice of Surry Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Hospice of Surry County, Inc.'s sponsor-wide assets have grown 66.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans