401(k) · DOL Form 5500 · 2022

Housing Partnership, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
221
Participants Below avg headcount
58th
Percentile by assets National rank
$33,098
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Housing Partnership, Inc. · Sponsored by Housing Partnership, Inc. · Florida · Healthcare & Social Assistance

$7M in assets, 221 participants

Housing Partnership, Inc.'s 403(b) Thrift Plan for Employees of Housing Partnership, Inc. reported $7M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,897 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

403(b) Thrift Plan for Employees of Housing Partnership, Inc. covers 221 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#12,897
in Healthcare & Social Assistance (20,060 peers)
-14.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of Housing Partnership, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Housing Partnership, Inc. vs every filed plan by assets

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

$7,314,654 Top 42% higher than 58% 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

403(b) Thrift Plan for Employees of Housing Partnership, 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. 403(b) Thrift Plan for Employees of Housing Partnership, Inc. sits mid-pack in the medium band (221 participants).

EBSA filing schedule strip

Filing strip 592704597 · Housing Partnership, Inc. PY 2022 · 401(k)

403(b) Thrift Plan for Employees of Housing Partnership, Inc. · $7M · 221 · 58th

  • 5500 $7M
  • 5500 221
  • 5500 58th
  • 5500 401(k)
  • 5500 near Coastal Conservation Association 401(k) Plan
  • 5500 ind #12897

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 Florida →

403(b) Thrift Plan for Employees of Housing Partnership, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Housing Partnership, Inc.403(b) Thrift Plan for Emplo…$7MCoastal Conservation Association 401(k) PlanCoastal Conservation Associa…$7ML. D'agostini & Sons Inc. Profit Sharing Plan & TrustL. D'agostini & Sons Inc. Pr…$7MSpurlock Runyan Miller & Associates LLP 401-(K) Profit Sharing PlanSpurlock Runyan Miller & Ass…$7MEsperanza Health Systems 401(k) PlanEsperanza Health Systems 401…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Housing Partnership, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN592704597
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Housing Partnership, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$9M 19.12486906421001% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.31M $8.71M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 221 $7M
2023 1 203 $8M
2024 1 221 $9M

Nearby 401(k) Plans in Florida

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

403(b) Thrift Plan for Employees of Housing Partnership, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Housing Partnership, Inc., Total assets ($B): 0.007314654 · Participants: 221403(b) Thrift Plan for Employees of Housing Partnership, Inc.L3harris 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
403(b) Thrift Plan for Employees of Housing Partnership, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants

403(b) Thrift Plan for Employees of Housing Partnership, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Coastal Conservation Association 401(k) Plan in TX ($7M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan for Employees of Housing Partnership, Inc. assets move in 2022?
403(b) Thrift Plan for Employees of Housing Partnership, Inc. pulled back noticeably - down 14.0% during 2022, from $9M to $7M. Reported net income was -$1M.
How have Housing Partnership, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Housing Partnership, Inc.'s sponsor-wide assets grew 19.1%, from $7M to $9M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Housing Partnership, Inc.?
Among 401(k) plans in other states, the closest by assets is Coastal Conservation Association 401(k) Plan in TX ($7M, 70 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Housing Partnership, Inc.?
Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants, $67M in assets).