401(k) · DOL Form 5500 · 2023
Hospice of the Upstate, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 177
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $26,589
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. · Sponsored by Hospice of the Upstate, Inc. · South Carolina · Healthcare & Social Assistance
$5M in assets, 177 participants
Hospice of the Upstate, Inc.'s Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. reported $5M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,265 in Healthcare & Social Assistance (17,684 peers)
Coverage in South Carolina
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. covers 177 participants in South Carolina, about 48% of the average South Carolina filer (state average ~369 per filing). Assets: $5M.
- #8,265
- in Healthcare & Social Assistance (17,684 peers)
- +28.6%
- assets growth YoY
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,706,295 43rd percentile higher than 43% 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. reported net income rose from -$383K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. reported participants rose from 145 in the plan year 2022 filing to 177 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 570859126 · Hospice of the Upstate, Inc. PY 2023 · 401(k)
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. · $5M · 177 · 43rd
- PART $5M
- TYPE 177
- NET 43rd
- BOOK 401(k)
- VS-ST near Meagher Oil & Gas Properties Profit Sharing Plan and Trust
- BOY ind #8265
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 South Carolina →
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc. in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 570859126 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of the Upstate, Inc.)
Sponsor-wide plan assets over time
All Hospice of the Upstate, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 28.639910914382195% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $4M |
| 2023 | 1 | 177 | $5M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Hospice of the Upstate, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Meagher Oil & Gas Properties Profit Sharing Plan and Trust in CO ($5M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.
- Purolite 401(k) Plan (PA) 177 · 0 off
- The Jane Pauley Community Health Center, Inc. 401(k) P/S Plan (IN) 177 · 0 off
- Pillar Construction, Inc. 401(k) Plan (VA) 177 · 0 off
- Richardson Industries, Inc. 401(k) Plan (WI) 177 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.