Other · DOL Form 5500 · 2024

Old Colony Hospice, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
123
Participants Small participant base
37th
Percentile by assets National rank
$29,388
Avg per participant Low balance/head
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Official DOL plan name: Old Colony Hospice, Inc. 403(b) Plan · Sponsored by Old Colony Hospice, Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 123 participants

Old Colony Hospice, Inc.'s Old Colony Hospice, Inc. 403(b) Plan reported $4M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,399 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Old Colony Hospice, Inc. 403(b) Plan covers 123 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#6,399
in Healthcare & Social Assistance (16,916 peers)
+19.5%
assets growth YoY

Old Colony Hospice, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Old Colony Hospice, Inc. 403(b) Plan vs every filed plan by assets

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

$3,614,740 37th percentile higher than 37% 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

Old Colony Hospice, Inc. 403(b) 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. Old Colony Hospice, Inc. 403(b) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Old Colony Hospice, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Old Colony Hospice, Inc. 403(b) Plan reported participants fell from 149 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Old Colony Hospice, Inc. 403(b) Plan reported net income fell from $633K in the plan year 2023 filing to $589K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042793637 · Old Colony Hospice, Inc. PY 2024 · Other

Old Colony Hospice, Inc. 403(b) Plan · $4M · 123 · 37th

  • IND $4M
  • EOY 123
  • 5500 37th
  • ASSETS Other
  • PCT near Mountain Projects, Inc. Tax Deferred Annuity Plan
  • EIN ind #6399

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 Massachusetts →

Old Colony Hospice, Inc. 403(b) Plan in the asset neighbourhood

Mountain Projects, Inc. Tax Deferred Annuity PlanMountain Projects, Inc. Tax …$4MSunny Glen Children's Home 403(b) PlanSunny Glen Children's Home 4…$4MOld Colony Hospice, Inc. 403(b) PlanOld Colony Hospice, Inc. 403…$4MLittle Red School House 403(b) PlanLittle Red School House 403(…$4MFamily Resources 403(b) Retirement PlanFamily Resources 403(b) Reti…$4M
End-of-year total assets ($M) among Old Colony Hospice, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$589K
Employer EIN042793637
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Old Colony Hospice, Inc.)

Sponsor-wide plan assets over time

All Old Colony Hospice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 51.103300642789094% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.39M $3.61M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 125 $2M
2023 1 149 $3M
2024 1 123 $4M

Nearby Other Plans in Massachusetts

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

Old Colony Hospice, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Old Colony Hospice, Inc. 403(b) Plan, Total assets ($B): 0.00361474 · Participants: 123Old Colony Hospice, Inc. 403(b) PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Old Colony Hospice, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Old Colony Hospice, Inc. 403(b) Plan side-by-side with 3 peers →

Old Colony Hospice, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Mountain Projects, Inc. Tax Deferred Annuity Plan in NC ($4M); by covered participants it is Marin Academy Defined Contribution Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Old Colony Hospice, Inc. 403(b) Plan assets move in 2024? ▼
Old Colony Hospice, Inc. 403(b) Plan grew sharply - up 19.5% during 2024, from $3M to $4M. Reported net income was $589K.
How have Old Colony Hospice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Old Colony Hospice, Inc.'s sponsor-wide assets grew 51.1%, from $2M to $4M.
Which Other plans are similar in size to Old Colony Hospice, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Mountain Projects, Inc. Tax Deferred Annuity Plan in NC ($4M, 148 participants).
Which Other plans cover a similar participant headcount to Old Colony Hospice, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Marin Academy Defined Contribution Retirement Plan in CA (123 participants, $50M 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 042793637.

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.