401(k) · DOL Form 5500 · 2023
Unity for the Homeless, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $34,220
- Avg per participant Low balance/head
Official DOL plan name: Unity for the Homeless 401(k) Plan · Sponsored by Unity for the Homeless, Inc. · Louisiana · Healthcare & Social Assistance
$1M in assets, 35 participants
Unity for the Homeless, Inc.'s Unity for the Homeless 401(k) Plan reported $1M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,787 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Unity for the Homeless 401(k) Plan holds $1M for 35 participants - about $34,220 per participant, in the lower half of filed plans by assets.
- #3,787
- in Healthcare & Social Assistance (17,684 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Unity for the Homeless 401(k) Plan among the smaller filed plans by assets
Unity for the Homeless 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,197,717 25th percentile higher than 25% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Unity for the Homeless 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unity for the Homeless 401(k) Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Unity for the Homeless 401(k) Plan reported net income fell from -$38K in the plan year 2022 filing to -$73K in the plan year 2023 filing.
- Unity for the Homeless 401(k) Plan reported participants fell from 39 in the plan year 2022 filing to 35 in the plan year 2023 filing.
- Unity for the Homeless 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
DOL schedule card
Filing strip 721222911 · Unity for the Homeless, Inc. PY 2023 · 401(k)
Unity for the Homeless 401(k) Plan · $1M · 35 · 25th
- IND $1M
- EOY 35
- 5500 25th
- ASSETS 401(k)
- PCT near 55n5 Inc Retirement Plan
- EIN ind #3787
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 Louisiana →
Unity for the Homeless 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$73K |
| Employer EIN | 721222911 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unity for the Homeless, Inc.)
Sponsor-wide plan assets over time
All Unity for the Homeless, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 6.2607242576512485% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $1M |
| 2023 | 1 | 35 | $1M |
| 2024 | 1 | 31 | $1M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Unity for the Homeless 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is 55n5 Inc Retirement Plan in CA ($1M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 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.