Other · DOL Form 5500 · 2023
Hospice of Surry County, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 356
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $25,796
- Avg per participant Low balance/head
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.
- #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.
- #11,039
- in Healthcare & Social Assistance (17,684 peers)
- +34.6%
- assets growth YoY
Hospice of Surry Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hospice of Surry Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,183,263 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hospice of Surry Retirement Plan 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. Hospice of Surry Retirement Plan sits mid-pack in the medium band (356 participants).
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.
Plan-year Form 5500 strip
Filing strip 561346584 · Hospice of Surry County, Inc. PY 2023 · Other
Hospice of Surry Retirement Plan · $9M · 356 · 57th
- ASSETS $9M
- ASSETS 356
- ASSETS 57th
- ASSETS Other
- ASSETS near Section 403(b) Retirement Plan for South Shore Hospital Corporation
- ASSETS ind #11039
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 North Carolina →
Hospice of Surry Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Hospice of Surry County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 65.97340138607127% vs 2022
- 2024 filing year
| 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.
- 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
Hospice of Surry Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Section 403(b) Retirement Plan for South Shore Hospital Corporation in IL ($9M); by covered participants it is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (356 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.