Other · DOL Form 5500 · 2023

Health Care for the Homeless, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
220
Participants Below avg headcount
55th
Percentile by assets National rank
$38,314
Avg per participant Low balance/head
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Official DOL plan name: Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. · Sponsored by Health Care for the Homeless, Inc. · Maryland · Healthcare & Social Assistance

$8M in assets, 220 participants

Health Care for the Homeless, Inc.'s Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. reported $8M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,693 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. covers 220 participants in Maryland, about 24% of the average Maryland filer (state average ~929 per filing). Assets: $8M.

#10,693
in Healthcare & Social Assistance (17,684 peers)
+26.5%
assets growth YoY

Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. vs every filed plan by assets

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

$8,429,070 Top 45% higher than 55% 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

Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. 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. Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. reported net income rose from -$566K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. reported participants fell from 224 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521576404 · Health Care for the Homeless, Inc. PY 2023 · Other

Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. · $8M · 220 · 55th

  • ASSETS $8M
  • PCT 220
  • EIN 55th
  • RANK Other
  • PHOTO near Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc.
  • IND ind #10693

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 Maryland →

Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. in the asset neighbourhood

Midland Christian School Retirement PlanMidland Christian School Ret…$8MCriterion Child Enrichment Inc. Tax Deferred Annuity (Tda) PlanCriterion Child Enrichment I…$8MTax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.Tax-Deferred Annuity Plan fo…$8MTax Deferred Annuity Plan of Children's Aid and Family Services, Inc.Tax Deferred Annuity Plan of…$8M403(b) Thrift Plan of Services to Enhance Potential403(b) Thrift Plan of Servic…$8M
End-of-year total assets ($M) among Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN521576404
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Care for the Homeless, Inc.)

Sponsor-wide plan assets over time

All Health Care for the Homeless, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 27.899665755382813% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $10.8M $13.8M ▲ +27.9%
Year Plans Participants Total Assets
2022 2 391 $11M
2023 2 390 $13M
2024 2 381 $14M

Nearby Other Plans in Maryland

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

Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc., Total assets ($B): 0.00842907 · Participants: 220Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.Johns Hopkins University 403(b) Plan, Total assets ($B): 7.843208337 · Participants: 25369Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.964902016 · Participants: 31642Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.653072821 · Participants: 9305The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.798525441 · Participants: 2154Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.449412779 · Participants: 17639Johns Hopkins Health System Corporation 403(b) Plan
Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. vs. nearby Other plans in Maryland, assets vs. participants

Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.'s out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. in NJ ($8M); by covered participants it is National Institute of Aerospace Associates Defined Contribution and Tda Plan in VA (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. assets move in 2023?
Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc. grew sharply - up 26.5% during 2023, from $7M to $8M. Reported net income was $2M.
How have Health Care for the Homeless, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Health Care for the Homeless, Inc.'s sponsor-wide assets grew 27.9%, from $11M to $14M.
Which Other plans are similar in size to Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.?
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan of Children's Aid and Family Services, Inc. in NJ ($8M, 63 participants).
Which Other plans cover a similar participant headcount to Tax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.?
Among Other plans in other states, the closest by covered participants is National Institute of Aerospace Associates Defined Contribution and Tda Plan in VA (220 participants, $35M in assets).