401(k) · DOL Form 5500 · 2024

Hospice of the Valley 401(k) Plan

Data updated 2026-08-11

$130M
Total assets
1,775
Participants
92nd
Percentile by assets
$73,237
Avg per participant
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Official DOL plan name: Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) · Sponsored by Hospice of the Valley · Arizona · Healthcare & Social Assistance

$130M in assets, 1,775 participants

Hospice of the Valley's Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) reported $130M in total assets and 1,775 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #15,762 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arizona

Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) covers 1,775 participants in Arizona, 3.1x the typical Arizona plan (state average ~564 per filing). Assets: $130M.

$130M
total plan assets (2024 EOY)
1,775
covered participants
92nd
percentile by assets (of 123,622 plans)
$73,237
avg assets per participant

Where Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) sits by total assets

Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) vs every filed plan by assets

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

$129,995,297 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) end-of-year assets rose from $113M in the plan year 2023 filing to $130M in the plan year 2024 filing.
  • Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) reported participants rose from 1,636 in the plan year 2023 filing to 1,775 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Arizona
Industry
Healthcare & Social Assistance

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) reports 1,775 participants - 3.1x that state average ($130M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$130M
Net Income$17M
Employer EIN860338886
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hospice of the Valley)

$80M$100M$120M$140M 202220232024 $96M $130M ▲ +35.4%
Total plan assets by year, all Hospice of the Valley plans on file
Year Plans Participants Total Assets
2022 1 1,553 $96M
2023 1 1,636 $113M
2024 1 1,775 $130M

Nearby 401(k) Plans in Arizona

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

Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Hospice of the Valle…, Total assets ($B): 0.129995297 · Participants: 1775Hospice of the Valle…Bechtel Trust & Thri…, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thri…Banner Health Employ…, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employ…Freeport-Mcmoran Inc…, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc…Republic Services, I…, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, I…Stantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Hospice of the Valley 401(k) Plan & Trus… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) by total assets, not by location.

Frequently Asked Questions

How did Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) assets move in 2024? ▼
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) grew sharply - up 15.1% during 2024, from $113M to $130M. Reported net income was $17M.
How have Hospice of the Valley plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hospice of the Valley's sponsor-wide assets grew 35.4%, from $96M to $130M.
Where does Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) rank by assets among Form 5500 filers? ▼
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)? ▼
Among 401(k) plans in other states, the closest by assets is Rhode Island Distributing Company Company 401(k) Profit Sharing Plan in RI ($130M, 856 participants).

Next read for Hospice of the Valley 401(k) Plan & Trus…

Filing takeaways

Ways to act on Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s numbers.

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 860338886.

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.