401(k) · DOL Form 5500 · 2022

Preservation of Affordable Housing, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
505
Participants Below avg headcount
80th
Percentile by assets National rank
$49,605
Avg per participant Low balance/head
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Official DOL plan name: Poah/Poahc 401(k) Plan · Sponsored by Preservation of Affordable Housing, Inc. · Massachusetts · Real Estate

$25M in assets, 505 participants

Preservation of Affordable Housing, Inc.'s Poah/Poahc 401(k) Plan reported $25M in total assets and 505 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,611 in Real Estate (5,057 peers)

Where Poah/Poahc 401(k) Plan sits by assets

Poah/Poahc 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 505 participants (~$49,605/participant), down 11.6% in 2022.

#4,611
in Real Estate (5,057 peers)
-11.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Poah/Poahc 401(k) Plan's outsized position by total assets

Poah/Poahc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,050,342 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Poah/Poahc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Poah/Poahc 401(k) Plan sits mid-pack in the medium band (505 participants).

Form 5500 schedule snapshot

Filing strip 311616634 · Preservation of Affordable Housing, Inc. PY 2022 · 401(k)

Poah/Poahc 401(k) Plan · $25M · 505 · 80th

  • RANK $25M
  • RANK 505
  • RANK 80th
  • RANK 401(k)
  • RANK near Cardinal Industrial Finishes Profit Sharing and Employee Savings Plan
  • RANK ind #4611

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 Real Estate retirement plans → · Plans in Massachusetts →

Poah/Poahc 401(k) Plan in the asset neighbourhood

American Electronics, Inc. 401(k) Savings and Profit Sharing PlanAmerican Electronics, Inc. 4…$25MPoah/Poahc 401(k) Plan$25MCardinal Industrial Finishes Profit Sharing and Employee Savings PlanCardinal Industrial Finishes…$25MGalls, LLC Retirement Savings PlanGalls, LLC Retirement Saving…$25MLigado Networks LLC 401(k) PlanLigado Networks LLC 401(k) P…$25M
End-of-year total assets ($M) among Poah/Poahc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN311616634
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preservation of Affordable Housing, Inc.)

Sponsor-wide plan assets over time

All Preservation of Affordable Housing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 51.724479450220684% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.1M $38M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 505 $25M
2023 1 521 $32M
2024 1 552 $38M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Poah/Poahc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Poah/Poahc 401(k) Plan, Total assets ($B): 0.025050342 · Participants: 505Poah/Poahc 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Poah/Poahc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Poah/Poahc 401(k) Plan side-by-side with 3 peers →

Poah/Poahc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cardinal Industrial Finishes Profit Sharing and Employee Savings Plan in CA ($25M); by covered participants it is Cst Industries, Inc. 401(k) Profit Sharing Plan in KS (505 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (505 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.

Frequently Asked Questions

How did Poah/Poahc 401(k) Plan assets move in 2022? ▼
Poah/Poahc 401(k) Plan pulled back noticeably - down 11.6% during 2022, from $28M to $25M. Reported net income was -$3M.
How have Preservation of Affordable Housing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preservation of Affordable Housing, Inc.'s sponsor-wide assets grew 51.7%, from $25M to $38M.
Where does Poah/Poahc 401(k) Plan rank by assets among Form 5500 filers? ▼
Poah/Poahc 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Poah/Poahc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardinal Industrial Finishes Profit Sharing and Employee Savings Plan in CA ($25M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Poah/Poahc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cst Industries, Inc. 401(k) Profit Sharing Plan in KS (505 participants, $47M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311616634.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.