401(k) · DOL Form 5500 · 2024

Hospice of Havasu 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
60
Participants Small participant base
38th
Percentile by assets National rank
$65,809
Avg per participant Below avg balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Hospice of Havasu · Sponsored by Hospice of Havasu · Arizona · Healthcare & Social Assistance

$4M in assets, 60 participants

Hospice of Havasu's 401(k) Profit Sharing Plan for Employees of Hospice of Havasu reported $4M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,708 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

401(k) Profit Sharing Plan for Employees of Hospice of Havasu grew at a solid clip 8.1% in 2024 ($4M → $4M) for 60 participants.

#6,708
in Healthcare & Social Assistance (16,916 peers)
+8.1%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Hospice of Havasu's mid-pack asset rank among Healthcare & Social Assistance and all filers

401(k) Profit Sharing Plan for Employees of Hospice of Havasu vs every filed plan by assets

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

$3,948,542 38th percentile higher than 38% 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

401(k) Profit Sharing Plan for Employees of Hospice of Havasu among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Profit Sharing Plan for Employees of Hospice of Havasu is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Plan for Employees of Hospice of Havasu reported net income rose from -$139K in the plan year 2023 filing to $297K in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Hospice of Havasu reported participants fell from 93 in the plan year 2023 filing to 60 in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Hospice of Havasu end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942836972 · Hospice of Havasu PY 2024 · 401(k)

401(k) Profit Sharing Plan for Employees of Hospice of Havasu · $4M · 60 · 38th

  • EBSA $4M
  • EBSA 60
  • EBSA 38th
  • EBSA 401(k)
  • EBSA near Ohio Chest Physicians, Ltd. 401(k) Profit Sharing Plan
  • EBSA ind #6708

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 →

401(k) Profit Sharing Plan for Employees of Hospice of Havasu in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Hospice of Havasu401(k) Profit Sharing Plan f…$4MOhio Chest Physicians, Ltd. 401(k) Profit Sharing PlanOhio Chest Physicians, Ltd. …$4MIndiana Natural Gas 401(k) PlanIndiana Natural Gas 401(k) P…$4MMaine Service Employees Association 401(k) Retirement PlanMaine Service Employees Asso…$4MElectric Power Systems Inc. 401(k) PlanElectric Power Systems Inc. …$4M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Hospice of Havasu and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hospice of Havasu years around the 2024 move

Sponsor-wide plan assets over time

All Hospice of Havasu plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.151069010922228% vs 2022
2024 filing year
$3.6M$3.7M$3.8M$3.9M$4M 202220232024 $3.79M $3.95M ▲ +4.2%
Year Plans Participants Total Assets
2022 1 52 $4M
2023 1 93 $4M
2024 1 60 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$297K
Employer EIN942836972
Plan Effective Date2000-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

401(k) Profit Sharing Plan for Employees of Hospice of Havasu vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Hospice of Havasu, Total assets ($B): 0.003948542 · Participants: 60401(k) Profit Sharing Plan for Employees of Hospice of HavasuBechtel 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
401(k) Profit Sharing Plan for Employees of Hospice of Havasu vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Hospice of Havasu side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Hospice of Havasu's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Ohio Chest Physicians, Ltd. 401(k) Profit Sharing Plan in OH ($4M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 401(k) Profit Sharing Plan for Employees of Hospice of Havasu assets move in 2024? ▼
401(k) Profit Sharing Plan for Employees of Hospice of Havasu grew at a solid clip - up 8.1% during 2024, from $4M to $4M. Reported net income was $297K.
How have Hospice of Havasu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospice of Havasu's sponsor-wide assets grew 4.2%, from $4M to $4M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Hospice of Havasu? ▼
Among 401(k) plans in other states, the closest by assets is Ohio Chest Physicians, Ltd. 401(k) Profit Sharing Plan in OH ($4M, 26 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Hospice of Havasu? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K 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 942836972.

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.