401(k) · DOL Form 5500 · 2024
Hospice of the Valley 401(k) Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 1,775
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $73,237
- Avg per participant Below avg balance/head
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.
- #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.
- #15,762
- in Healthcare & Social Assistance (16,916 peers)
- +15.1%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) lands in the large band (1,775 participants).
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.
Plan-year Form 5500 strip
Filing strip 860338886 · Hospice of the Valley PY 2024 · 401(k)
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) · $130M · 1,775 · 92nd
- 5500 $130M
- ASSETS 1,775
- PCT 92nd
- EIN 401(k)
- RANK near Rhode Island Distributing Company Company 401(k) Profit Sharing Plan
- PHOTO ind #15762
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 Arizona →
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $17M |
| Employer EIN | 860338886 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of the Valley)
Sponsor-wide plan assets over time
All Hospice of the Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $130M 35.399330715643224% vs 2022
- 2024 filing year
| 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.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)'s out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Rhode Island Distributing Company Company 401(k) Profit Sharing Plan in RI ($130M); by covered participants it is St. Croix Hospice 401(k) Plan in MN (1,775 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- Rhode Island Distributing Company Company 401(k) Profit Sharing Plan (RI) $130M · 856
- Cooper Farms Retirement Plan (OH) $130M · 1,772
- Sughrue Mion, PLLC 401(k) Plan (DC) $130M · 180
- Miller Waste Mills, Inc. 401(k) Plan and Trust (MN) $130M · 1,088
Similar participant headcount
Nearest other-state filings by covered participants (1,775 participants); asset peers above are excluded.
- St. Croix Hospice 401(k) Plan (MN) 1,775 · 0 off
- Faulkner Group 401(k) Plan (PA) 1,774 · 1 off
- Zurn Elkay 401(k) Plan (WI) 1,776 · 1 off
- Correct Craft Holding Company Retirement Plan (FL) 1,774 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.