Other · DOL Form 5500 · 2024

Hospice of Southern Maine Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
149
Participants Small participant base
52nd
Percentile by assets National rank
$56,684
Avg per participant Low balance/head
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Official DOL plan name: Hospice of Southern Maine Retirement Savings Plan · Sponsored by Hospice of Southern Maine · Maine · Healthcare & Social Assistance

$8M in assets, 149 participants

Hospice of Southern Maine's Hospice of Southern Maine Retirement Savings Plan reported $8M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,702 in Healthcare & Social Assistance (16,916 peers)

Coverage in Maine

Hospice of Southern Maine Retirement Savings Plan covers 149 participants in Maine, about 32% of the average Maine filer (state average ~472 per filing). Assets: $8M.

#9,702
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY

Hospice of Southern Maine Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hospice of Southern Maine Retirement Savings Plan vs every filed plan by assets

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

$8,445,898 Top 48% higher than 52% 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

Hospice of Southern Maine Retirement Savings 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. Hospice of Southern Maine Retirement Savings Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hospice of Southern Maine Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hospice of Southern Maine Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Hospice of Southern Maine Retirement Savings Plan reported participants rose from 138 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010540180 · Hospice of Southern Maine PY 2024 · Other

Hospice of Southern Maine Retirement Savings Plan · $8M · 149 · 52nd

  • TYPE $8M
  • NET 149
  • BOOK 52nd
  • VS-ST Other
  • BOY near Carmel Valley Manor 403(b)(7) Plan
  • SCH ind #9702

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 Maine →

Hospice of Southern Maine Retirement Savings Plan in the asset neighbourhood

403(b) Thrift Plan of Girl Scouts of Eastern Missouri, Inc.403(b) Thrift Plan of Girl S…$8MTherapeutic Health Services 403(b) PlanTherapeutic Health Services …$8MHospice of Southern Maine Retirement Savings PlanHospice of Southern Maine Re…$8MCarmel Valley Manor 403(b)(7) PlanCarmel Valley Manor 403(b)(7…$8MMount Pisgah Christian School 403(b) Plan and TrustMount Pisgah Christian Schoo…$8M
End-of-year total assets ($M) among Hospice of Southern Maine Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN010540180
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospice of Southern Maine)

Sponsor-wide plan assets over time

All Hospice of Southern Maine plans reported in each filing year

Latest sponsor-wide plan assets
$8M 41.68262139165015% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.96M $8.45M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 147 $6M
2023 1 138 $7M
2024 1 149 $8M

Nearby Other Plans in Maine

Peer Other plans, same state, same plan type, ranked by total assets.

Hospice of Southern Maine Retirement Savings Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Hospice of Southern Maine Retirement Savings Plan, Total assets ($B): 0.008445898 · Participants: 149Hospice of Southern Maine Retirement Savings PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.460227578 · Participants: 22911Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.178309065 · Participants: 10712Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.602801239 · Participants: 2735Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.414388161 · Participants: 4718Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.297027676 · Participants: 978Colby College Retirement Plan
Hospice of Southern Maine Retirement Savings Plan vs. nearby Other plans in Maine, assets vs. participants

Hospice of Southern Maine Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Carmel Valley Manor 403(b)(7) Plan in CA ($8M); by covered participants it is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Hospice of Southern Maine Retirement Savings Plan assets move in 2024?
Hospice of Southern Maine Retirement Savings Plan grew at a solid clip - up 14.3% during 2024, from $7M to $8M. Reported net income was $1M.
How have Hospice of Southern Maine plan assets changed over time?
Across 3 plan years on file (2022-2024), Hospice of Southern Maine's sponsor-wide assets grew 41.7%, from $6M to $8M.
Which Other plans are similar in size to Hospice of Southern Maine Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Carmel Valley Manor 403(b)(7) Plan in CA ($8M, 145 participants).
Which Other plans cover a similar participant headcount to Hospice of Southern Maine Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants, $25M in assets).