Money Purchase · DOL Form 5500 · 2023

Habitat for Humanity International, Inc. Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
99
Participants Small participant base
41st
Percentile by assets National rank
$41,256
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Habitat for Humanity Retirement Plan · Sponsored by Habitat for Humanity International, Inc. · Georgia · Other Services

$4M in assets, 99 participants

Habitat for Humanity International, Inc.'s Habitat for Humanity Retirement Plan reported $4M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,973 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Habitat for Humanity Retirement Plan ranks #4,973 of 7,857 2023 filers by assets (491% of the sector average)-$4M for 99 participants.

#4,973
in Other Services (7,857 peers)
+7.2%
assets growth YoY

Habitat for Humanity Retirement Plan's mid-pack asset rank among Other Services and all filers

Habitat for Humanity Retirement Plan vs every filed plan by assets

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

$4,084,351 41st percentile higher than 41% 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

Habitat for Humanity Retirement 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. Habitat for Humanity Retirement Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Habitat for Humanity Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $275K in the plan year 2023 filing.
  • Habitat for Humanity Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Habitat for Humanity Retirement Plan reported participants fell from 105 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911914868 · Habitat for Humanity International, Inc. PY 2023 · Money Purchase

Habitat for Humanity Retirement Plan · $4M · 99 · 41st

  • RANK $4M
  • PHOTO 99
  • IND 41st
  • EOY Money Purchase
  • 5500 near Charter Oak Federal Credit Union Retirement Plan for Union Employees
  • ASSETS ind #4973

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 Georgia →

Habitat for Humanity Retirement Plan in the asset neighbourhood

Wayne Center 401(a)DC Plan$4MCharter Oak Federal Credit Union Retirement Plan for Union EmployeesCharter Oak Federal Credit U…$4MHabitat for Humanity Retirement PlanHabitat for Humanity Retirem…$4MRetail Wholesale Department Store Union Local 1034 Defined Contribution Pension PlanRetail Wholesale Department …$4MWestchester Community Opportunity Program, Inc. Pension PlanWestchester Community Opport…$4M
End-of-year total assets ($M) among Habitat for Humanity Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$275K
Employer EIN911914868
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Habitat for Humanity International, Inc.)

Sponsor-wide plan assets over time

All Habitat for Humanity International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 32.245100722477936% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.2M $98.1M ▲ +32.2%
Year Plans Participants Total Assets
2022 2 734 $74M
2023 2 758 $88M
2024 2 748 $98M

Nearby Money Purchase Plans in Georgia

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

Habitat for Humanity Retirement Plan vs. nearby Money Purchase plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Habitat for Humanity Retirement Plan, Total assets ($M): 4.084351 · Participants: 99Habitat for Humanity Retirement PlanValmet, Inc. Pension Plan and Trust, Total assets ($M): 78.790928 · Participants: 1488Valmet, Inc. Pension Plan and TrustIBEW Local 508 Pension Fund, Total assets ($M): 73.593531 · Participants: 769IBEW Local 508 Pension FundAu Medical Associates Employees' Money Purchase Pension Plan, Total assets ($M): 28.803844 · Participants: 217Au Medical Associates Employees' Money Purchase Pension PlanHamilton Health Care System, Inc. Rsvp Defined Contribution Plan, Total assets ($M): 19.248306 · Participants: 378Hamilton Health Care System, Inc. Rsvp Defined Contribution PlanWilliam W. Motley Dds Psp, Total assets ($M): 5.525017 · Participants: 0William W. Motley Dds Psp
Habitat for Humanity Retirement Plan vs. nearby Money Purchase plans in Georgia, assets vs. participants

Habitat for Humanity Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Georgia, the nearest Money Purchase by assets is Charter Oak Federal Credit Union Retirement Plan for Union Employees in CT ($4M); by covered participants it is Illinois School Bus Co., Inc. Money Purchase Pension Plan & Trust in IL (98 participants). Same-state nearby plans are listed separately above.

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 Habitat for Humanity Retirement Plan assets move in 2023?
Habitat for Humanity Retirement Plan grew at a solid clip - up 7.2% during 2023, from $4M to $4M. Reported net income was $275K.
How have Habitat for Humanity International, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Habitat for Humanity International, Inc.'s sponsor-wide assets grew 32.2%, from $74M to $98M.
Which Money Purchase plans are similar in size to Habitat for Humanity Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Charter Oak Federal Credit Union Retirement Plan for Union Employees in CT ($4M, 145 participants).
Which Money Purchase plans cover a similar participant headcount to Habitat for Humanity Retirement Plan?
Among Money Purchase plans in other states, the closest by covered participants is Illinois School Bus Co., Inc. Money Purchase Pension Plan & Trust in IL (98 participants, $2M in assets).