401(k) · DOL Form 5500 · 2023

Preservation of Affordable Housing, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
521
Participants Below avg headcount
80th
Percentile by assets National rank
$61,155
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Poah/Poahc 401(k) Plan · Sponsored by Preservation of Affordable Housing, Inc. · Massachusetts · Real Estate

$32M in assets, 521 participants

Preservation of Affordable Housing, Inc.'s Poah/Poahc 401(k) Plan reported $32M in total assets and 521 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,320 in Real Estate (4,727 peers)

Where Poah/Poahc 401(k) Plan sits by assets

Poah/Poahc 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 521 participants (~$61,155/participant), up 27.2% in 2023.

#4,320
in Real Estate (4,727 peers)
+27.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Poah/Poahc 401(k) Plan's outsized position by total assets

Poah/Poahc 401(k) Plan vs every filed plan by assets

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

$31,861,502 Top 20% higher than 80% 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

Poah/Poahc 401(k) 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. Poah/Poahc 401(k) Plan sits mid-pack in the medium band (521 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Poah/Poahc 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Poah/Poahc 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Poah/Poahc 401(k) Plan reported participants rose from 505 in the plan year 2022 filing to 521 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311616634 · Preservation of Affordable Housing, Inc. PY 2023 · 401(k)

Poah/Poahc 401(k) Plan · $32M · 521 · 80th

  • ASSETS $32M
  • PCT 521
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Ithink Financial Credit Union 401(k) Plan Plus
  • IND ind #4320

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 Massachusetts →

Poah/Poahc 401(k) Plan in the asset neighbourhood

Bfkn Associate 401(k) Plan$32MPoah/Poahc 401(k) Plan$32MIthink Financial Credit Union 401(k) Plan PlusIthink Financial Credit Unio…$32MHermanson Company, LLP 401(k) PlanHermanson Company, LLP 401(k…$32MStallergenes Greer 401(k) PlanStallergenes Greer 401(k) Pl…$32M
End-of-year total assets ($M) among Poah/Poahc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$32M
Net Income$7M
Employer EIN311616634
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preservation of Affordable Housing, Inc.)

Sponsor-wide plan assets over time

All Preservation of Affordable Housing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 51.724479450220684% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.1M $38M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 505 $25M
2023 1 521 $32M
2024 1 552 $38M

Nearby 401(k) Plans in Massachusetts

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

Poah/Poahc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Poah/Poahc 401(k) Plan, Total assets ($B): 0.031861502 · Participants: 521Poah/Poahc 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Poah/Poahc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Poah/Poahc 401(k) Plan side-by-side with 3 peers →

Poah/Poahc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ithink Financial Credit Union 401(k) Plan Plus in FL ($32M); by covered participants it is Healey Brothers, Inc. 401(k) Plan in NY (521 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (521 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 Poah/Poahc 401(k) Plan assets move in 2023? ▼
Poah/Poahc 401(k) Plan grew sharply - up 27.2% during 2023, from $25M to $32M. Reported net income was $7M.
How have Preservation of Affordable Housing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preservation of Affordable Housing, Inc.'s sponsor-wide assets grew 51.7%, from $25M to $38M.
Where does Poah/Poahc 401(k) Plan rank by assets among Form 5500 filers? ▼
Poah/Poahc 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Poah/Poahc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ithink Financial Credit Union 401(k) Plan Plus in FL ($32M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Poah/Poahc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healey Brothers, Inc. 401(k) Plan in NY (521 participants, $39M 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 311616634.

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.