401(k) · DOL Form 5500 · 2024

HOPEHEALTH 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
566
Participants Below avg headcount
81st
Percentile by assets National rank
$70,326
Avg per participant Below avg balance/head
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Official DOL plan name: Hopehealth Retirement Plan · Sponsored by HOPEHEALTH · Rhode Island · Healthcare & Social Assistance

$40M in assets, 566 participants

HOPEHEALTH's Hopehealth Retirement Plan reported $40M in total assets and 566 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,215 in Healthcare & Social Assistance (16,916 peers)

Coverage in Rhode Island

Hopehealth Retirement Plan covers 566 participants in Rhode Island, about 39% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $40M.

#14,215
in Healthcare & Social Assistance (16,916 peers)
+16.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hopehealth Retirement Plan's outsized position by total assets

Hopehealth Retirement Plan vs every filed plan by assets

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

$39,804,539 Top 19% higher than 81% 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

Hopehealth Retirement 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. Hopehealth Retirement Plan sits mid-pack in the medium band (566 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hopehealth Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Hopehealth Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Hopehealth Retirement Plan reported participants fell from 588 in the plan year 2023 filing to 566 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 454391049 · HOPEHEALTH PY 2024 · 401(k)

Hopehealth Retirement Plan · $40M · 566 · 81st

  • ASSETS $40M
  • ASSETS 566
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Zallie Supermarkets Savings Plan
  • ASSETS ind #14215

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 Rhode Island →

Hopehealth Retirement Plan in the asset neighbourhood

Zallie Supermarkets Savings PlanZallie Supermarkets Savings …$40MElectronic Transaction Consultants 401(k) Profit Sharing PlanElectronic Transaction Consu…$40MBankfinancial and Subsidiaries Assoc. Investment PlanBankfinancial and Subsidiari…$40MHopehealth Retirement Plan$40MOutcomes 401(k) Profit Sharing PlanOutcomes 401(k) Profit Shari…$40M
End-of-year total assets ($M) among Hopehealth Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN454391049
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HOPEHEALTH)

Sponsor-wide plan assets over time

All HOPEHEALTH plans reported in each filing year

Latest sponsor-wide plan assets
$40M 47.037189406890434% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.1M $39.8M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 494 $27M
2023 1 588 $34M
2024 1 566 $40M

Nearby 401(k) Plans in Rhode Island

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

Hopehealth Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Hopehealth Retirement Plan, Total assets ($B): 0.039804539 · Participants: 566Hopehealth Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Hopehealth Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Hopehealth Retirement Plan side-by-side with 3 peers →

Hopehealth Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Zallie Supermarkets Savings Plan in NJ ($40M); by covered participants it is Trustile 401(k) Plan in CO (566 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (566 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 Hopehealth Retirement Plan assets move in 2024? ▼
Hopehealth Retirement Plan grew sharply - up 16.5% during 2024, from $34M to $40M. Reported net income was $6M.
How have HOPEHEALTH plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), HOPEHEALTH's sponsor-wide assets grew 47.0%, from $27M to $40M.
Where does Hopehealth Retirement Plan rank by assets among Form 5500 filers? ▼
Hopehealth Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hopehealth Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zallie Supermarkets Savings Plan in NJ ($40M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Hopehealth Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trustile 401(k) Plan in CO (566 participants, N/A 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 454391049.

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.