Other · DOL Form 5500 · 2022
Mosaic Development Group Retirement Plan
Data updated 2026-08-25
- $97K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $19,450
- Avg per participant Low balance/head
Official DOL plan name: The Affordable Housing Group · Sponsored by Mosaic Development Group · North Carolina · Other Services
$97K in assets, 5 participants
Mosaic Development Group's The Affordable Housing Group reported $97K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.
- #1,093 in Other Services (8,398 peers)
Mosaic Development Group multi-year trail
Mosaic Development Group's plans moved -36.0% in assets from 2022 to 2024; this filing shows The Affordable Housing Group at $97K / 5 participants.
- #1,093
- in Other Services (8,398 peers)
- -25.8%
- assets change YoY
The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Affordable Housing Group among the smaller filed plans by assets
The Affordable Housing Group vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$97,251 6th percentile higher than 6% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Affordable Housing Group among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Affordable Housing Group is a micro filing (5 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 560883684 · Mosaic Development Group PY 2022 · Other
The Affordable Housing Group · $97K · 5 · 6th
- SCH $97K
- EBSA 5
- PART 6th
- TYPE Other
- NET near Youth Advocates of Sitka Inc
- BOOK ind #1093
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 →
The Affordable Housing Group in the asset neighbourhood
Mosaic Development Group multi-year asset trail
Sponsor-wide plan assets over time
All Mosaic Development Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $62K 35.95438607315092% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $97K |
| 2023 | 1 | 5 | $122K |
| 2024 | 1 | 5 | $62K |
Mosaic Development Group filing trail (2022)
| Total Assets (Beginning of Year) | $131K |
|---|---|
| Net Assets (End of Year) | $97K |
| Net Income | -$34K |
| Employer EIN | 560883684 |
| Plan Effective Date | 1999-08-16 |
| Filing Status | FILING RECEIVED |
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 $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
The Affordable Housing Group's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Youth Advocates of Sitka Inc in AK ($98K); by covered participants it is James Ooi Md Apc Profit Sharing Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.