401(k) · DOL Form 5500 · 2024

Visiting Nurse and Hospice Car 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
155
Participants Small participant base
72nd
Percentile by assets National rank
$141,602
Avg per participant Near avg balance/head
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Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara · Sponsored by Visiting Nurse and Hospice Car · California · Healthcare & Social Assistance

$22M in assets, 155 participants

Visiting Nurse and Hospice Car's Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara reported $22M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,908 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $22M.

#12,908
in Healthcare & Social Assistance (16,916 peers)
+16.8%
assets growth YoY

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara's outsized position by total assets

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara vs every filed plan by assets

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

$21,948,313 Top 28% higher than 72% 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

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara 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. Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara reported participants fell from 168 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 951641969 · Visiting Nurse and Hospice Car PY 2024 · 401(k)

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara · $22M · 155 · 72nd

  • PCT $22M
  • EIN 155
  • RANK 72nd
  • PHOTO 401(k)
  • IND near Crivello, Nichols & Hall, S.C. 401(k) Profit Sharing Plan
  • EOY ind #12908

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 →

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara in the asset neighbourhood

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa BarbaraSafe-Harbor 403(b) Thrift Pl…$22MCrivello, Nichols & Hall, S.C. 401(k) Profit Sharing PlanCrivello, Nichols & Hall, S.…$22MProtech Solutions, Inc. 401(k) Profit Sharing Plan and TrustProtech Solutions, Inc. 401(…$22MValley Isle Produce, Inc. 401(k) PlanValley Isle Produce, Inc. 40…$22MThe Sport Clips Game Plan$22M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN951641969
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visiting Nurse and Hospice Car)

Sponsor-wide plan assets over time

All Visiting Nurse and Hospice Car plans reported in each filing year

Latest sponsor-wide plan assets
$22M 40.32037828422872% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.6M $22M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 193 $16M
2023 1 168 $19M
2024 1 155 $22M

Nearby 401(k) Plans in California

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

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara, Total assets ($B): 0.021948313 · Participants: 155Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa BarbaraGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara vs. nearby 401(k) plans in California, assets vs. participants

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crivello, Nichols & Hall, S.C. 401(k) Profit Sharing Plan in WI ($22M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara assets move in 2024?
Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara grew sharply - up 16.8% during 2024, from $19M to $22M. Reported net income was $3M.
How have Visiting Nurse and Hospice Car plan assets changed over time?
Across 3 plan years on file (2022-2024), Visiting Nurse and Hospice Car's sponsor-wide assets grew 40.3%, from $16M to $22M.
Which 401(k) plans are similar in size to Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara?
Among 401(k) plans in other states, the closest by assets is Crivello, Nichols & Hall, S.C. 401(k) Profit Sharing Plan in WI ($22M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara?
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (155 participants, $6M in assets).