Other · DOL Form 5500 · 2022

Action Housing, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
137
Participants Small participant base
41st
Percentile by assets National rank
$22,439
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tax Deferred Annuity Plan of Action Housing, Inc. · Sponsored by Action Housing, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 137 participants

Action Housing, Inc.'s Tax Deferred Annuity Plan of Action Housing, Inc. reported $3M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,944 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Tax Deferred Annuity Plan of Action Housing, Inc. covers 137 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#8,944
in Healthcare & Social Assistance (20,060 peers)
-10.7%
assets change YoY

The plan reported a net loss of $367K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Action Housing, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan of Action Housing, Inc. vs every filed plan by assets

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

$3,074,186 41st percentile higher than 41% 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

Tax Deferred Annuity Plan of Action Housing, Inc. 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. Tax Deferred Annuity Plan of Action Housing, Inc. sits mid-pack in the medium band (137 participants).

Plan-year Form 5500 strip

Filing strip 250965469 · Action Housing, Inc. PY 2022 · Other

Tax Deferred Annuity Plan of Action Housing, Inc. · $3M · 137 · 41st

  • IND $3M
  • EOY 137
  • 5500 41st
  • ASSETS Other
  • PCT near Deer Lodge Medical Center 403(b) Retirement Plan
  • EIN ind #8944

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 Pennsylvania →

Tax Deferred Annuity Plan of Action Housing, Inc. in the asset neighbourhood

Gospel Light Mennonite Church Medical Aid Plan, Inc 403(b) PlanGospel Light Mennonite Churc…$3MTax Deferred Annuity Plan of Action Housing, Inc.Tax Deferred Annuity Plan of…$3MDeer Lodge Medical Center 403(b) Retirement PlanDeer Lodge Medical Center 40…$3M401(k) Profit Sharing Plan for Employees of Black River Area Development Corp.401(k) Profit Sharing Plan f…$3MAutism Services Inc 403 B PlanAutism Services Inc 403 B Pl…$3M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Action Housing, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$367K
Employer EIN250965469
Plan Effective Date1977-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Action Housing, Inc.)

Sponsor-wide plan assets over time

All Action Housing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.387132723914554% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.07M $4.22M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 137 $3M
2023 1 106 $4M
2024 1 97 $4M

Nearby Other Plans in Pennsylvania

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

Tax Deferred Annuity Plan of Action Housing, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Tax Deferred Annuity Plan of Action Housing, Inc., Total assets ($B): 0.003074186 · Participants: 137Tax Deferred Annuity Plan of Action Housing, Inc.The University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Tax Deferred Annuity Plan of Action Housing, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Tax Deferred Annuity Plan of Action Housing, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Action Housing, Inc.'s out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Deer Lodge Medical Center 403(b) Retirement Plan in MT ($3M); by covered participants it is Dakota Wesleyan University Defined Contribution Plan in SD (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Tax Deferred Annuity Plan of Action Housing, Inc. assets move in 2022? ▼
Tax Deferred Annuity Plan of Action Housing, Inc. pulled back noticeably - down 10.7% during 2022, from $3M to $3M. Reported net income was -$367K.
How have Action Housing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Action Housing, Inc.'s sponsor-wide assets grew 37.4%, from $3M to $4M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Action Housing, Inc.? ▼
Among Other plans in other states, the closest by assets is Deer Lodge Medical Center 403(b) Retirement Plan in MT ($3M, 135 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Action Housing, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Dakota Wesleyan University Defined Contribution Plan in SD (137 participants, $17M 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 250965469.

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.