Other · DOL Form 5500 · 2024
Hoffmann Hospice of the Valley, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $38,399
- Avg per participant Low balance/head
Official DOL plan name: Hoffmann Hospice 403(b) Plan · Sponsored by Hoffmann Hospice of the Valley, Inc. · California · Healthcare & Social Assistance
$6M in assets, 169 participants
Hoffmann Hospice of the Valley, Inc.'s Hoffmann Hospice 403(b) Plan reported $6M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,642 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Hoffmann Hospice 403(b) Plan covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $6M.
- #8,642
- in Healthcare & Social Assistance (16,916 peers)
- +23.1%
- assets growth YoY
Hoffmann Hospice 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hoffmann Hospice 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,489,417 47th percentile higher than 47% 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
Hoffmann Hospice 403(b) 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. Hoffmann Hospice 403(b) Plan sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hoffmann Hospice 403(b) Plan reported net income rose from $458K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Hoffmann Hospice 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Hoffmann Hospice 403(b) Plan reported participants rose from 164 in the plan year 2023 filing to 169 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 770386207 · Hoffmann Hospice of the Valley, Inc. PY 2024 · Other
Hoffmann Hospice 403(b) Plan · $6M · 169 · 47th
- SCH $6M
- EBSA 169
- PART 47th
- TYPE Other
- NET near John Knox Village of Florida, Inc. 403(b) Plan
- BOOK ind #8642
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 California →
Hoffmann Hospice 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 770386207 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hoffmann Hospice of the Valley, Inc.)
Sponsor-wide plan assets over time
All Hoffmann Hospice of the Valley, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 34.84914759993708% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $5M |
| 2023 | 1 | 164 | $5M |
| 2024 | 1 | 169 | $6M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Hoffmann Hospice 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is John Knox Village of Florida, Inc. 403(b) Plan in FL ($6M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc., Section 403(b) Defined Contribution Plan in FL (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
- Early Learning Coalition of Palm Beach County, Inc., Section 403(b) Defined Contribution Plan (FL) 169 · 0 off
- University of Cincinnati Foundation Defined Contribution Retirement Plan (OH) 169 · 0 off
- The University of Connecticut Foundation, Inc. Retirement Annuity Plan (CT) 169 · 0 off
- Cushing Academy Defined Contribution Retirement Plan (MA) 169 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.