Retirement plan

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF HOSPICE OF WESTCHESTER

Name: HOSPICE VNSW/WPHC, INC. - DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF HOSPICE OF WESTCHESTER (2025) Form 5500
Creator: HOSPICE VNSW/WPHC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF HOSPICE OF WESTCHESTER, HOSPICE VNSW/WPHC, INC.

HOSPICE VNSW/WPHC, INC.EIN 13-3634734Plan #001PY 2025

1025 WESTCHESTER AVENUE - WHITE PLAINS, NY 106043508914-682-1484

Other plans on this EIN

1 filing

#002Retirement-$3.6M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+4.5% from 2024

Total participants

-11.6% from 2024

Average account balance

$73,560

+18.7% from 2024

Annual return

9.03%

+1.27 pp from 2024

Benchmarks

See 3,150 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort3,150 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.72M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$74K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

123.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7437

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$275K

$9173 / participant

Other / not subdivided$275K100.0%

% of EOY assets

10.111%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,560

$86,050-14.5%

$189,758-61.2%

$94,015-21.8%

Participation rate

96.7%

68.9%+27.8pp

79.8%+16.9pp

70.8%+25.8pp

Annual return

9.03%

17.77%-8.7pp

52.62%-43.6pp

17.84%-8.8pp

Employer contribution / active EE

$4,910

$2,819+74.1%

$4,767+3.0%

$2,790+76.0%

Participant deferral / active EE

$3,349-100.0%

$5,856-100.0%

$4,249-100.0%

Admin fee / account holder

$7,437

$6,627+12.2%

$20,388-63.5%

$8,951-16.9%

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF HOSPICE OF WESTCHESTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF HOSPICE OF WESTCHESTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion