Other · DOL Form 5500 · 2024
Valley Hospice, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $33,724
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan of Valley Hospice, Inc. · Sponsored by Valley Hospice, Inc. · Ohio · Healthcare & Social Assistance
$5M in assets, 137 participants
Valley Hospice, Inc.'s Retirement Plan of Valley Hospice, Inc. reported $5M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,292 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Retirement Plan of Valley Hospice, Inc. covers 137 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $5M.
- #7,292
- in Healthcare & Social Assistance (16,916 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $379K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan of Valley Hospice, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Retirement Plan of Valley Hospice, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,620,154 41st percentile higher than 41% 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
Retirement Plan of Valley Hospice, Inc. 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. Retirement Plan of Valley Hospice, Inc. sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan of Valley Hospice, Inc. reported net income fell from $869K in the plan year 2023 filing to -$379K in the plan year 2024 filing.
- Retirement Plan of Valley Hospice, Inc. reported participants rose from 108 in the plan year 2023 filing to 137 in the plan year 2024 filing.
- Retirement Plan of Valley Hospice, Inc. end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 341459104 · Valley Hospice, Inc. PY 2024 · Other
Retirement Plan of Valley Hospice, Inc. · $5M · 137 · 41st
- EBSA $5M
- PART 137
- TYPE 41st
- NET Other
- BOOK near Alliance for Nonprofit Resources 403(b) Plan
- VS-ST ind #7292
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 Ohio →
Retirement Plan of Valley Hospice, Inc. in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$379K |
| Employer EIN | 341459104 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valley Hospice, Inc.)
Sponsor-wide plan assets over time
All Valley Hospice, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 11.865264475052214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $4M |
| 2023 | 1 | 108 | $5M |
| 2024 | 1 | 137 | $5M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Retirement Plan of Valley Hospice, Inc.'s out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Alliance for Nonprofit Resources 403(b) Plan in PA ($5M); by covered participants it is Connecticut Public Broadcasting Inc 403(b) Plan in CT (137 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 (137 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.