Retirement plan

ORLEANS ESSEX VNA & HOSPICE, INC. 401(K) PROFIT SHARING PLAN

Name: ORLEANS ESSEX VNA & HOSPICE, INC. - ORLEANS ESSEX VNA & HOSPICE, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ORLEANS ESSEX VNA & HOSPICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORLEANS ESSEX VNA & HOSPICE, INC. 401(K) PROFIT SHARING PLAN, ORLEANS ESSEX VNA & HOSPICE, INC.

ORLEANS ESSEX VNA & HOSPICE, INC.EIN 23-7418021Plan #001PY 2025

46 LAKEMONT ROAD - NEWPORT, VT 05855802-487-9783orleansessexvna.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$4.1M

+14.0% from 2024

Total participants

-14.9% from 2024

Average account balance

$83,527

+25.7% from 2024

Annual return

13.83%

-4.95 pp from 2024

Benchmarks

See 5,366 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort5,366 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.09M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

122.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$323K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6757

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 codes2E2F2G2J2T3D3F

Plan features

2E
Profit-sharing
Profit-sharing 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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$331K

$8277 / participant

Other / not subdivided$331K100.0%

% of EOY assets

8.089%

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

$83,527

$77,814+7.3%

$158,223-47.2%

$86,983-4.0%

Participation rate

65.0%

68.4%-3.4pp

79.2%-14.2pp

69.5%-4.5pp

Annual return

13.83%

30.54%-16.7pp

52.09%-38.3pp

25.83%-12.0pp

Employer contribution / active EE

$3,239

$2,592+24.9%

$4,109-21.2%

$2,584+25.3%

Participant deferral / active EE

$4,846

$3,270+48.2%

$5,467-11.4%

$4,194+15.5%

Admin fee / account holder

$6,757

$5,879+14.9%

$16,047-57.9%

$7,856-14.0%

ORLEANS ESSEX VNA & HOSPICE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORLEANS ESSEX VNA & HOSPICE, INC. 401(K) PROFIT SHARING PLAN

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