401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$25M
Total assets
505
Participants
80th
Percentile by assets
$49,605
Avg per participant
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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.

  • 80th percentile by assets (of 139,126 plans)
  • #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.

$25M
total plan assets (2022 EOY)
505
covered participants
80th
percentile by assets (of 139,126 plans)
$49,605
avg assets per participant

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.

Where Poah/Poahc 401(k) Plan sits 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 $2,010,000,000 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

State
Massachusetts
Industry
Real Estate

Poah/Poahc 401(k) Plan vs the 2022 asset distribution

By assets, Poah/Poahc 401(k) Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

$20M$25M$30M$35M$40M 202220232024 $25.1M $38M ▲ +51.7%
Total plan assets by year, all Preservation of Affordable Housing, Inc. plans on file
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 …, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Instit…Philips North Americ…, Total assets ($B): 5.180251859 · Participants: 19750Philips North Americ…Boston Scientific Co…, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Co…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Poah/Poahc 401(k) Plan by total assets, not by location.

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).

Next read for Poah/Poahc 401(k) Plan

Scale reading

Ways to act on Poah/Poahc 401(k) Plan's numbers.

  • By total assets, Poah/Poahc 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • Preservation of Affordable Housing, Inc.'s sponsor-wide assets have grown 51.7% since 2022 across 3 plan years on file. More Real Estate plans

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.