Other · DOL Form 5500 · 2024
Hudson Valley Hospice Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 370
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $34,256
- Avg per participant Low balance/head
Official DOL plan name: Section 403(b) Retirement Plan for Hudson Valley Hospice · Sponsored by Hudson Valley Hospice · New York · Healthcare & Social Assistance
$13M in assets, 370 participants
Hudson Valley Hospice's Section 403(b) Retirement Plan for Hudson Valley Hospice reported $13M in total assets and 370 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,177 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Section 403(b) Retirement Plan for Hudson Valley Hospice covers 370 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $13M.
- #11,177
- in Healthcare & Social Assistance (16,916 peers)
- +23.5%
- assets growth YoY
Section 403(b) Retirement Plan for Hudson Valley Hospice's mid-pack asset rank among Healthcare & Social Assistance and all filers
Section 403(b) Retirement Plan for Hudson Valley Hospice vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,674,854 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Section 403(b) Retirement Plan for Hudson Valley Hospice 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. Section 403(b) Retirement Plan for Hudson Valley Hospice sits mid-pack in the medium band (370 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Section 403(b) Retirement Plan for Hudson Valley Hospice end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Hudson Valley Hospice reported participants rose from 320 in the plan year 2023 filing to 370 in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Hudson Valley Hospice reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 141638619 · Hudson Valley Hospice PY 2024 · Other
Section 403(b) Retirement Plan for Hudson Valley Hospice · $13M · 370 · 61st
- IND $13M
- IND 370
- IND 61st
- IND Other
- IND near Episcopal Community Services of San Francisco, Inc. Retirement Plan
- IND ind #11177
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 New York →
Section 403(b) Retirement Plan for Hudson Valley Hospice in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 141638619 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hudson Valley Hospice)
Sponsor-wide plan assets over time
All Hudson Valley Hospice plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 69.43358801912277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $7M |
| 2023 | 1 | 320 | $10M |
| 2024 | 1 | 370 | $13M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Section 403(b) Retirement Plan for Hudson Valley Hospice's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Episcopal Community Services of San Francisco, Inc. Retirement Plan in CA ($13M); by covered participants it is Packard Children's Health Alliance 403(b) Retirement Plan in CA (370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (370 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.