401(k) · DOL Form 5500 · 2024
Hospice of Surry County, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 368
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $30,769
- Avg per participant Low balance/head
Official DOL plan name: Hospice of Surry Retirement Plan · Sponsored by Hospice of Surry County, Inc. · North Carolina · Healthcare & Social Assistance
$11M in assets, 368 participants
Hospice of Surry County, Inc.'s Hospice of Surry Retirement Plan reported $11M in total assets and 368 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,777 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Hospice of Surry Retirement Plan covers 368 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.
- #10,777
- in Healthcare & Social Assistance (16,916 peers)
- +23.3%
- assets growth YoY
Hospice of Surry Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hospice of Surry Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,322,971 Top 42% higher than 58% 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 Surry Retirement 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 Surry Retirement Plan sits mid-pack in the medium band (368 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hospice of Surry Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Hospice of Surry Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Hospice of Surry Retirement Plan reported participants rose from 356 in the plan year 2023 filing to 368 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 561346584 · Hospice of Surry County, Inc. PY 2024 · 401(k)
Hospice of Surry Retirement Plan · $11M · 368 · 58th
- TYPE $11M
- NET 368
- BOOK 58th
- VS-ST 401(k)
- BOY near Advanced Rehab & Sports Medicine Services 401(k) Plan
- SCH ind #10777
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 North Carolina →
Hospice of Surry Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 561346584 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hospice of Surry County, Inc.)
Sponsor-wide plan assets over time
All Hospice of Surry County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 65.97340138607127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 347 | $7M |
| 2023 | 1 | 356 | $9M |
| 2024 | 1 | 368 | $11M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Hospice of Surry Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Advanced Rehab & Sports Medicine Services 401(k) Plan in IL ($11M); by covered participants it is Waypoint Analytical 401(k) in TN (368 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (368 participants); asset peers above are excluded.
- Waypoint Analytical 401(k) (TN) 368 · 0 off
- Envirovac Holdings 401(k) Savings Plan (GA) 368 · 0 off
- Bridgetown Natural Foods 401(k) Plan (OR) 368 · 0 off
- Mee Memorial Hospital 403(b) Plan (CA) 368 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.