Other · DOL Form 5500 · 2024
Hospice Brazos Valley, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $53,347
- Avg per participant Low balance/head
Official DOL plan name: Hospice Brazos Valley, Inc. ERISA 403(b) Plan · Sponsored by Hospice Brazos Valley, Inc. · Texas · Healthcare & Social Assistance
$5M in assets, 88 participants
Hospice Brazos Valley, Inc.'s Hospice Brazos Valley, Inc. ERISA 403(b) Plan reported $5M in total assets and 88 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.
- #7,367 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Hospice Brazos Valley, Inc. ERISA 403(b) Plan holds $5M for 88 participants - about $53,347 per participant, in the lower half of filed plans by assets.
- #7,367
- in Healthcare & Social Assistance (16,916 peers)
- +5.5%
- assets growth YoY
Hospice Brazos Valley, Inc. ERISA 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hospice Brazos Valley, Inc. ERISA 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,694,527 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
Hospice Brazos Valley, Inc. ERISA 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hospice Brazos Valley, Inc. ERISA 403(b) Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hospice Brazos Valley, Inc. ERISA 403(b) Plan reported net income rose from -$187K in the plan year 2023 filing to $244K in the plan year 2024 filing.
- Hospice Brazos Valley, Inc. ERISA 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Hospice Brazos Valley, Inc. ERISA 403(b) Plan reported participants rose from 85 in the plan year 2023 filing to 88 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 742229794 · Hospice Brazos Valley, Inc. PY 2024 · Other
Hospice Brazos Valley, Inc. ERISA 403(b) Plan · $5M · 88 · 41st
- PHOTO $5M
- PHOTO 88
- PHOTO 41st
- PHOTO Other
- PHOTO near Upac 403b Plan
- PHOTO ind #7367
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 Texas →
Hospice Brazos Valley, Inc. ERISA 403(b) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $244K |
| Employer EIN | 742229794 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice Brazos Valley, Inc.)
Sponsor-wide plan assets over time
All Hospice Brazos Valley, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 1.2212239709108974% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $5M |
| 2023 | 1 | 85 | $4M |
| 2024 | 1 | 88 | $5M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Hospice Brazos Valley, Inc. ERISA 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Upac 403b Plan in CA ($5M); by covered participants it is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Upac 403b Plan (CA) $5M · 256
- Schenectady Community Action Program, Inc. 403(b) DC Plan (NY) $5M · 106
- Special Education Services 403(b) Retirement Plan (IL) $5M · 1,051
- Appletree Early Learning 403(b) Plan (DC) $5M · 413
Similar participant headcount
Nearest other-state filings by covered participants (88 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.