401(k) · DOL Form 5500 · 2024

Sage Hospice Holdings LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
618
Participants Below avg headcount
50th
Percentile by assets National rank
$12,637
Avg per participant Low balance/head
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Official DOL plan name: Sage Hospice Holdings LLC 401(k) Plan · Sponsored by Sage Hospice Holdings LLC · Arizona · Healthcare & Social Assistance

$8M in assets, 618 participants

Sage Hospice Holdings LLC's Sage Hospice Holdings LLC 401(k) Plan reported $8M in total assets and 618 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,366 in Healthcare & Social Assistance (16,916 peers)

Sage Hospice Holdings LLC multi-year trail

Sage Hospice Holdings LLC's plans moved +86.1% in assets from 2022 to 2024; this filing shows Sage Hospice Holdings LLC 401(k) Plan at $8M / 618 participants.

#9,366
in Healthcare & Social Assistance (16,916 peers)
+27.9%
assets growth YoY

Sage Hospice Holdings LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sage Hospice Holdings LLC 401(k) Plan vs every filed plan by assets

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

$7,809,770 Top 50% higher than 50% 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

Sage Hospice Holdings LLC 401(k) 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. Sage Hospice Holdings LLC 401(k) Plan sits mid-pack in the medium band (618 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sage Hospice Holdings LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Sage Hospice Holdings LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sage Hospice Holdings LLC 401(k) Plan reported participants fell from 639 in the plan year 2023 filing to 618 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 830814897 · Sage Hospice Holdings LLC PY 2024 · 401(k)

Sage Hospice Holdings LLC 401(k) Plan · $8M · 618 · 50th

  • NET $8M
  • BOOK 618
  • VS-ST 50th
  • BOY 401(k)
  • SCH near Northwest Asthma & Allergy Center 401(k) Profit Sharing Plan
  • EBSA ind #9366

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 Arizona →

Sage Hospice Holdings LLC 401(k) Plan in the asset neighbourhood

Sage Hospice Holdings LLC 401(k) PlanSage Hospice Holdings LLC 40…$8MNorthwest Asthma & Allergy Center 401(k) Profit Sharing PlanNorthwest Asthma & Allergy C…$8MTnw Corporation 401(k) Plan$8MIfixit 401(k) Plan$8MLeapfrog Services, Inc. 401(k) Profit Sharing PlanLeapfrog Services, Inc. 401(…$8M
End-of-year total assets ($M) among Sage Hospice Holdings LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sage Hospice Holdings LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sage Hospice Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 86.05428466333903% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.2M $7.81M ▲ +86.0%
Year Plans Participants Total Assets
2022 1 649 $4M
2023 1 639 $6M
2024 1 618 $8M

Sage Hospice Holdings LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN830814897
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Sage Hospice Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sage Hospice Holdings LLC 401(k) Plan, Total assets ($B): 0.00780977 · Participants: 618Sage Hospice Holdings LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Sage Hospice Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sage Hospice Holdings LLC 401(k) Plan side-by-side with 3 peers →

Sage Hospice Holdings LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Northwest Asthma & Allergy Center 401(k) Profit Sharing Plan in WA ($8M); by covered participants it is Fram Group Employee 401(k) Savings Plan in OH (618 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (618 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 Sage Hospice Holdings LLC 401(k) Plan assets move in 2024? ▼
Sage Hospice Holdings LLC 401(k) Plan grew sharply - up 27.9% during 2024, from $6M to $8M. Reported net income was $2M.
How have Sage Hospice Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Hospice Holdings LLC's sponsor-wide assets grew 86.1%, from $4M to $8M.
Which 401(k) plans are similar in size to Sage Hospice Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Asthma & Allergy Center 401(k) Profit Sharing Plan in WA ($8M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Sage Hospice Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fram Group Employee 401(k) Savings Plan in OH (618 participants, N/A 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 830814897.

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.