Other · DOL Form 5500 · 2023

Mosaic Development Group Retirement Plan

Data updated 2026-08-25

$122K
Total assets Small plan by assets
5
Participants Small participant base
7th
Percentile by assets National rank
$24,413
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Affordable Housing Group · Sponsored by Mosaic Development Group · North Carolina · Other Services

$122K in assets, 5 participants

Mosaic Development Group's The Affordable Housing Group reported $122K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,240 in Other Services (7,857 peers)

Mosaic Development Group multi-year trail

Mosaic Development Group's plans moved -36.0% in assets from 2022 to 2024; this filing shows The Affordable Housing Group at $122K / 5 participants.

#1,240
in Other Services (7,857 peers)
+25.5%
assets growth YoY

The Affordable Housing Group among the smaller filed plans by assets

The Affordable Housing Group vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$122,063 7th percentile higher than 7% of 127,068 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 2023

The Affordable Housing Group among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Affordable Housing Group is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Affordable Housing Group reported net income rose from -$34K in the plan year 2022 filing to $25K in the plan year 2023 filing.
  • The Affordable Housing Group end-of-year assets rose from $97K in the plan year 2022 filing to $122K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560883684 · Mosaic Development Group PY 2023 · Other

The Affordable Housing Group · $122K · 5 · 7th

  • BOOK $122K
  • BOOK 5
  • BOOK 7th
  • BOOK Other
  • BOOK near Broad Hollow Bioscience Park, Inc.
  • BOOK ind #1240

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 Other Services retirement plans → · Plans in North Carolina →

The Affordable Housing Group in the asset neighbourhood

Create Birmingham 403(b) Plan$125KEastern Niagara Hospital 403(b) Retirement PlanEastern Niagara Hospital 403…$127KThe Affordable Housing Group$122KBroad Hollow Bioscience Park, Inc.Broad Hollow Bioscience Park…$119KThe Abuse Network, Inc.$119K
End-of-year total assets ($M) among The Affordable Housing Group and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Mosaic Development Group multi-year asset trail

Sponsor-wide plan assets over time

All Mosaic Development Group plans reported in each filing year

Latest sponsor-wide plan assets
$62K 35.95438607315092% vs 2022
2024 filing year
$0.04M$0.06M$0.08M$0.1M$0.12M$0.14M 202220232024 $0.1M $0.06M ▼ -40.0%
Year Plans Participants Total Assets
2022 1 5 $97K
2023 1 5 $122K
2024 1 5 $62K

Mosaic Development Group filing trail (2023)

Total Assets (Beginning of Year)$97K
Net Assets (End of Year)$122K
Net Income$25K
Employer EIN560883684
Plan Effective Date1999-08-16
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

The Affordable Housing Group vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants The Affordable Housing Group, Total assets ($B): 0.000122063 · Participants: 5The Affordable Housing GroupThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
The Affordable Housing Group vs. nearby Other plans in North Carolina, assets vs. participants
Compare The Affordable Housing Group side-by-side with 3 peers →

The Affordable Housing Group's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Broad Hollow Bioscience Park, Inc. in NY ($119K); by covered participants it is Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan in PA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Affordable Housing Group assets move in 2023? ▼
The Affordable Housing Group grew sharply - up 25.5% during 2023, from $97K to $122K. Reported net income was $25K.
How have Mosaic Development Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosaic Development Group's sponsor-wide assets declined 36.0%, from $97K to $62K.
Where does The Affordable Housing Group rank by assets among Form 5500 filers? ▼
The Affordable Housing Group ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to The Affordable Housing Group? ▼
Among Other plans in other states, the closest by assets is Broad Hollow Bioscience Park, Inc. in NY ($119K, 6 participants).
Which Other plans cover a similar participant headcount to The Affordable Housing Group? ▼
Among Other plans in other states, the closest by covered participants is Big Brothers Big Sisters of Bucks County ERISA 403(b) Plan in PA (5 participants, $341K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560883684.

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.