Other · DOL Form 5500 · 2023
Community Home Health & Hospice Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $3.9M
- Avg per participant High balance/head
Official DOL plan name: Community Home Health & Hospice Tax Sheltered Annuity Plan · Sponsored by Community Home Health & Hospice · Washington · Healthcare & Social Assistance
$8M in assets, 2 participants
Community Home Health & Hospice's Community Home Health & Hospice Tax Sheltered Annuity Plan reported $8M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,421 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Community Home Health & Hospice Tax Sheltered Annuity Plan pulled back noticeably 8.3% in 2023 ($9M → $8M) for 2 participants.
- #10,421
- in Healthcare & Social Assistance (17,684 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $707K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Home Health & Hospice Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Community Home Health & Hospice Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,850,195 Top 47% higher than 53% 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
Community Home Health & Hospice Tax Sheltered Annuity Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Home Health & Hospice Tax Sheltered Annuity Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Community Home Health & Hospice Tax Sheltered Annuity Plan reported participants fell from 206 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Community Home Health & Hospice Tax Sheltered Annuity Plan reported net income rose from -$933K in the plan year 2022 filing to -$707K in the plan year 2023 filing.
- Community Home Health & Hospice Tax Sheltered Annuity Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 911399370 · Community Home Health & Hospice PY 2023 · Other
Community Home Health & Hospice Tax Sheltered Annuity Plan · $8M · 2 · 53rd
- EBSA $8M
- EBSA 2
- EBSA 53rd
- EBSA Other
- EBSA near Peach Tree Healthcare 403(b) Plan
- EBSA ind #10421
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 Washington →
Community Home Health & Hospice Tax Sheltered Annuity Plan in the asset neighbourhood
Community Home Health & Hospice years around the 2023 move
Sponsor-wide plan assets over time
All Community Home Health & Hospice plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 8.26484042276588% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $9M |
| 2023 | 1 | 2 | $8M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$707K |
| Employer EIN | 911399370 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- A Single-Employer Plan $26.2B · 1,103,349
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.3B · 5,646
- Multicare Health System 403(b) Employee Savings Plan $994M · 15,445
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $561M · 7,520
- Overlake Hospital Medical Center 403(b)Retirement Plan $548M · 3,392
Community Home Health & Hospice Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Peach Tree Healthcare 403(b) Plan in CA ($8M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Tadalyssa, Inc. Retirement Plan (TX) 2 · 0 off
- Estes Park Institute Safe Harbor Plan 403(b) (CO) 2 · 0 off
- James a. Mcpeake Profit Sharing Plan (KY) 2 · 0 off
- Mart Computer Service Inc (VA) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.