Other · DOL Form 5500 · 2023

Homes for the Homeless, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
163
Participants Small participant base
63rd
Percentile by assets National rank
$74,829
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 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,082 in Healthcare & Social Assistance (17,684 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.

#12,082
in Healthcare & Social Assistance (17,684 peers)
+1.1%
assets growth YoY

Homes for the Homeless, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$12,197,111 Top 37% higher than 63% 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

Homes for the Homeless, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 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).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Homes for the Homeless, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $135K in the plan year 2023 filing.
  • Homes for the Homeless, Inc. 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133351420 · Homes for the Homeless, Inc. PY 2023 · Other

Homes for the Homeless, Inc. 403(b) Plan · $12M · 163 · 63rd

  • BOOK $12M
  • VS-ST 163
  • BOY 63rd
  • SCH Other
  • EBSA near Philadelphia Fight 403(b) Defined Contribution Plan
  • PART ind #12082

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

Wahiawa General Hospital Retirement Savings PlanWahiawa General Hospital Ret…$12MHomes for the Homeless, Inc. 403(b) PlanHomes for the Homeless, Inc.…$12MPhiladelphia Fight 403(b) Defined Contribution PlanPhiladelphia Fight 403(b) De…$12MFoundation for Atlanta Veterans Education and Research, Inc. 403(b) Salary Reduction & Pension PlanFoundation for Atlanta Veter…$12MSt. Paul's Episcopal School Defined Contribution Retirement PlanSt. Paul's Episcopal School …$12M
End-of-year total assets ($M) among Homes for the Homeless, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$135K
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 -5051015 Total assets ($B) Participants Homes for the Homeless, Inc. 403(b) Plan, Total assets ($B): 0.012197111 · Participants: 163Homes for the Homeless, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement 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 Philadelphia Fight 403(b) Defined Contribution Plan in PA ($12M); by covered participants it is Retirement Plan for Chowan University in NC (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 2023. 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 2023? ▼
Homes for the Homeless, Inc. 403(b) Plan edged up modestly - up 1.1% during 2023, from $12M to $12M. Reported net income was $135K.
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 Philadelphia Fight 403(b) Defined Contribution Plan in PA ($12M, 274 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 Retirement Plan for Chowan University in NC (163 participants, $24M 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 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.