Other · DOL Form 5500 · 2024

Lake Sunapee Home Care and Hospice Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
90
Participants Small participant base
46th
Percentile by assets National rank
$67,397
Avg per participant Below avg balance/head
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Official DOL plan name: Lake Sunapee Home Care and Hospice ERISA 403b Plan · Sponsored by Lake Sunapee Home Care and Hospice · New Hampshire · Healthcare & Social Assistance

$6M in assets, 90 participants

Lake Sunapee Home Care and Hospice's Lake Sunapee Home Care and Hospice ERISA 403b Plan reported $6M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,363 in Healthcare & Social Assistance (16,916 peers)

Lake Sunapee Home Care and Hospice multi-year trail

Lake Sunapee Home Care and Hospice's plans moved +33.3% in assets from 2022 to 2024; this filing shows Lake Sunapee Home Care and Hospice ERISA 403b Plan at $6M / 90 participants.

#8,363
in Healthcare & Social Assistance (16,916 peers)
+15.4%
assets growth YoY

Lake Sunapee Home Care and Hospice ERISA 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lake Sunapee Home Care and Hospice ERISA 403b Plan vs every filed plan by assets

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

$6,065,721 46th percentile higher than 46% 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

Lake Sunapee Home Care and Hospice ERISA 403b 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. Lake Sunapee Home Care and Hospice ERISA 403b Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lake Sunapee Home Care and Hospice ERISA 403b Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lake Sunapee Home Care and Hospice ERISA 403b Plan reported net income rose from $707K in the plan year 2023 filing to $808K in the plan year 2024 filing.
  • Lake Sunapee Home Care and Hospice ERISA 403b Plan reported participants fell from 101 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 237066056 · Lake Sunapee Home Care and Hospice PY 2024 · Other

Lake Sunapee Home Care and Hospice ERISA 403b Plan · $6M · 90 · 46th

  • SCH $6M
  • EBSA 90
  • PART 46th
  • TYPE Other
  • NET near French Camp Academy 403(b) Plan
  • BOOK ind #8363

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 New Hampshire →

Lake Sunapee Home Care and Hospice ERISA 403b Plan in the asset neighbourhood

Lake Sunapee Home Care and Hospice ERISA 403b PlanLake Sunapee Home Care and H…$6MThe Eliza Jennings Senior Care Network Retirement Savings PlanThe Eliza Jennings Senior Ca…$6MTraining Education and Manpower, Inc. Retirement PlanTraining Education and Manpo…$6MFrench Camp Academy 403(b) PlanFrench Camp Academy 403(b) P…$6MCommunity Servings, Inc. Defined Contribution 403(b) Retirement PlanCommunity Servings, Inc. Def…$6M
End-of-year total assets ($M) among Lake Sunapee Home Care and Hospice ERISA 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Lake Sunapee Home Care and Hospice multi-year asset trail

Sponsor-wide plan assets over time

All Lake Sunapee Home Care and Hospice plans reported in each filing year

Latest sponsor-wide plan assets
$6M 33.28138211196327% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.55M $6.07M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 123 $5M
2023 1 101 $5M
2024 1 90 $6M

Lake Sunapee Home Care and Hospice filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$808K
Employer EIN237066056
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Hampshire

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

Lake Sunapee Home Care and Hospice ERISA 403b Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Lake Sunapee Home Care and Hospice ERISA 403b Plan, Total assets ($B): 0.006065721 · Participants: 90Lake Sunapee Home Care and Hospice ERISA 403b PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.650323 · Participants: 13150Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 1.115215444 · Participants: 4150Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.493721877 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.355982371 · Participants: 55403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.290735626 · Participants: 2793Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Lake Sunapee Home Care and Hospice ERISA 403b Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Lake Sunapee Home Care and Hospice ERISA 403b Plan side-by-side with 3 peers →

Lake Sunapee Home Care and Hospice ERISA 403b Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is French Camp Academy 403(b) Plan in MS ($6M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Lake Sunapee Home Care and Hospice ERISA 403b Plan assets move in 2024? ▼
Lake Sunapee Home Care and Hospice ERISA 403b Plan grew sharply - up 15.4% during 2024, from $5M to $6M. Reported net income was $808K.
How have Lake Sunapee Home Care and Hospice plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Sunapee Home Care and Hospice's sponsor-wide assets grew 33.3%, from $5M to $6M.
Which Other plans are similar in size to Lake Sunapee Home Care and Hospice ERISA 403b Plan? ▼
Among Other plans in other states, the closest by assets is French Camp Academy 403(b) Plan in MS ($6M, 78 participants).
Which Other plans cover a similar participant headcount to Lake Sunapee Home Care and Hospice ERISA 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is The Washington Latin School Tax Deferred Annuity Plan in DC (90 participants, $5M 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 237066056.

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.