Other · DOL Form 5500 · 2024
Hospice of Wake County, Inc. Dba Transitions Lifecare Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 402
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $71,946
- Avg per participant Below avg balance/head
Official DOL plan name: Hospice of Wake County, Inc. Retirement Savings Plan · Sponsored by Hospice of Wake County, Inc. Dba Transitions Lifecare · North Carolina · Other Services
$29M in assets, 402 participants
Hospice of Wake County, Inc. Dba Transitions Lifecare's Hospice of Wake County, Inc. Retirement Savings Plan reported $29M in total assets and 402 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #6,802 in Other Services (7,719 peers)
Coverage in North Carolina
Hospice of Wake County, Inc. Retirement Savings Plan covers 402 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $29M.
- #6,802
- in Other Services (7,719 peers)
- +6.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Hospice of Wake County, Inc. Retirement Savings Plan's outsized position by total assets
Hospice of Wake County, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,922,171 Top 23% higher than 77% 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 Wake County, Inc. Retirement Savings 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. Hospice of Wake County, Inc. Retirement Savings Plan sits mid-pack in the medium band (402 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hospice of Wake County, Inc. Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Hospice of Wake County, Inc. Retirement Savings Plan reported participants fell from 445 in the plan year 2023 filing to 402 in the plan year 2024 filing.
- Hospice of Wake County, Inc. Retirement Savings Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 561228779 · Hospice of Wake County, Inc. Dba Transitions Lifecare PY 2024 · Other
Hospice of Wake County, Inc. Retirement Savings Plan · $29M · 402 · 77th
- VS-ST $29M
- BOY 402
- SCH 77th
- EBSA Other
- PART near The Learning Center for the Deaf 403(b) Plan
- TYPE ind #6802
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 Other Services retirement plans → · Plans in North Carolina →
Hospice of Wake County, Inc. Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $2M |
| Employer EIN | 561228779 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of Wake County, Inc. Dba Transitions Lifecare)
Sponsor-wide plan assets over time
All Hospice of Wake County, Inc. Dba Transitions Lifecare plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 17.448761747649332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 515 | $25M |
| 2023 | 1 | 445 | $27M |
| 2024 | 1 | 402 | $29M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Hospice of Wake County, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is The Learning Center for the Deaf 403(b) Plan in MA ($29M); by covered participants it is The Arc of Southern Maryland Retirement Savings Plan in MD (402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- The Learning Center for the Deaf 403(b) Plan (MA) $29M · 369
- Childnet, Inc. 403(b) Plan (FL) $29M · 574
- Lifecenter Northwest 403(b) Retirement Plan (WA) $29M · 274
- The Forman School, Inc. 403(b) Retirement Plan (CT) $29M · 105
Similar participant headcount
Nearest other-state filings by covered participants (402 participants); asset peers above are excluded.
- The Arc of Southern Maryland Retirement Savings Plan (MD) 402 · 0 off
- Friendship Village of Dublin Matched Fund Retirement Plan (OH) 403 · 1 off
- Ciee Retirement Plan (ME) 403 · 1 off
- Central Park Conservancy 403(b) Retirement Plan (NY) 401 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.