401(k) · DOL Form 5500 · 2022

Housing Trust Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
175
Participants Small participant base
38th
Percentile by assets National rank
$14,596
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Housing Trust Group, LLC 401(k) Plan · Sponsored by Housing Trust Group, LLC · Florida · Real Estate

$3M in assets, 175 participants

Housing Trust Group, LLC's Housing Trust Group, LLC 401(k) Plan reported $3M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,838 in Real Estate (5,057 peers)

Coverage in Florida

Housing Trust Group, LLC 401(k) Plan covers 175 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $3M.

#2,838
in Real Estate (5,057 peers)
-8.6%
assets change YoY

The plan reported a net loss of $235K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Housing Trust Group, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Housing Trust Group, LLC 401(k) Plan vs every filed plan by assets

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

$2,554,292 38th percentile higher than 38% 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

Housing Trust Group, LLC 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. Housing Trust Group, LLC 401(k) Plan sits mid-pack in the medium band (175 participants).

Plan-year Form 5500 strip

Filing strip 205641453 · Housing Trust Group, LLC PY 2022 · 401(k)

Housing Trust Group, LLC 401(k) Plan · $3M · 175 · 38th

  • PART $3M
  • TYPE 175
  • NET 38th
  • BOOK 401(k)
  • VS-ST near Specialists in Dermatology, P.L.Lc. 401(k) Profit Sharing Plan
  • BOY ind #2838

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 Florida →

Housing Trust Group, LLC 401(k) Plan in the asset neighbourhood

Housing Trust Group, LLC 401(k) PlanHousing Trust Group, LLC 401…$3MSpecialists in Dermatology, P.L.Lc. 401(k) Profit Sharing PlanSpecialists in Dermatology, …$3MIbuypower Retirement Plan$3MWhitehall Products, LLC Retirement Savings PlanWhitehall Products, LLC Reti…$3MProxsysrx, Inc 401(k) Plan$3M
End-of-year total assets ($M) among Housing Trust Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$235K
Employer EIN205641453
Plan Effective Date2015-10-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Housing Trust Group, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Housing Trust Group, LLC 401(k) Plan, Total assets ($B): 0.002554292 · Participants: 175Housing Trust Group, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Housing Trust Group, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Housing Trust Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Specialists in Dermatology, P.L.Lc. 401(k) Profit Sharing Plan in AZ ($3M); by covered participants it is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Housing Trust Group, LLC 401(k) Plan assets move in 2022?
Housing Trust Group, LLC 401(k) Plan pulled back noticeably - down 8.6% during 2022, from $3M to $3M. Reported net income was -$235K.
Which 401(k) plans are similar in size to Housing Trust Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Specialists in Dermatology, P.L.Lc. 401(k) Profit Sharing Plan in AZ ($3M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Housing Trust Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants, N/A in assets).