Other · DOL Form 5500 · 2022

Homes for the Homeless, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
163
Participants Small participant base
69th
Percentile by assets National rank
$74,004
Avg per participant Below avg balance/head
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Official DOL plan name: Homes for the Homeless, Inc. 403(b) Plan · Sponsored by Homes for the Homeless, Inc. · New York · Healthcare & Social Assistance

$12M in assets, 163 participants

Homes for the Homeless, Inc.'s Homes for the Homeless, Inc. 403(b) Plan reported $12M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,783 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Homes for the Homeless, Inc. 403(b) Plan covers 163 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $12M.

#14,783
in Healthcare & Social Assistance (20,060 peers)
-14.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homes for the Homeless, Inc. 403(b) Plan's outsized position by total assets

Homes for the Homeless, Inc. 403(b) Plan vs every filed plan by assets

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

$12,062,597 Top 31% higher than 69% 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

Homes for the Homeless, Inc. 403(b) 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. Homes for the Homeless, Inc. 403(b) Plan sits mid-pack in the medium band (163 participants).

Plan-year Form 5500 strip

Filing strip 133351420 · Homes for the Homeless, Inc. PY 2022 · Other

Homes for the Homeless, Inc. 403(b) Plan · $12M · 163 · 69th

  • PCT $12M
  • PCT 163
  • PCT 69th
  • PCT Other
  • PCT near South Kent School Retirement Plan
  • PCT ind #14783

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Homes for the Homeless, Inc. 403(b) Plan in the asset neighbourhood

Virginia Episcopal School Defined Contribution Retirement PlanVirginia Episcopal School De…$12MMarshall Browning Hospital Association Tax Deferred Annuity PlanMarshall Browning Hospital A…$12MHomes for the Homeless, Inc. 403(b) PlanHomes for the Homeless, Inc.…$12MSouth Kent School Retirement PlanSouth Kent School Retirement…$12MSt. Timothys School Defined Contribution Retirement PlanSt. Timothys School Defined …$12M
End-of-year total assets ($M) among Homes for the Homeless, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN133351420
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homes for the Homeless, Inc.)

Sponsor-wide plan assets over time

All Homes for the Homeless, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.047315515887664% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.1M $14M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 163 $12M
2023 1 163 $12M
2024 1 220 $14M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Homes for the Homeless, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Homes for the Homeless, Inc. 403(b) Plan, Total assets ($B): 0.012062597 · Participants: 163Homes for the Homeless, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Homes for the Homeless, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Homes for the Homeless, Inc. 403(b) Plan side-by-side with 3 peers →

Homes for the Homeless, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is South Kent School Retirement Plan in CT ($12M); by covered participants it is Bear Creek School 403b Retirement Plan in WA (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Homes for the Homeless, Inc. 403(b) Plan assets move in 2022? ▼
Homes for the Homeless, Inc. 403(b) Plan pulled back noticeably - down 14.4% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Homes for the Homeless, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homes for the Homeless, Inc.'s sponsor-wide assets grew 16.0%, from $12M to $14M.
Which Other plans are similar in size to Homes for the Homeless, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is South Kent School Retirement Plan in CT ($12M, 44 participants).
Which Other plans cover a similar participant headcount to Homes for the Homeless, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Bear Creek School 403b Retirement Plan in WA (163 participants, $9M 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 133351420.

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.