401(k) · DOL Form 5500 · 2023

Elderly Housing Management, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
348
Participants Below avg headcount
72nd
Percentile by assets National rank
$55,151
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. · Sponsored by Elderly Housing Management, Inc. · Connecticut · Real Estate

$19M in assets, 348 participants

Elderly Housing Management, Inc.'s 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. reported $19M in total assets and 348 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,077 in Real Estate (4,727 peers)

Coverage in Connecticut

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. covers 348 participants in Connecticut, about 48% of the average Connecticut filer (state average ~718 per filing). Assets: $19M.

#4,077
in Real Estate (4,727 peers)
+11.3%
assets growth YoY

401(k) Profit Sharing Plan of Elderly Housing Management, Inc.'s outsized position by total assets

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. vs every filed plan by assets

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

$19,192,486 Top 28% higher than 72% 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

401(k) Profit Sharing Plan of Elderly Housing Management, 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. 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. sits mid-pack in the medium band (348 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. reported participants fell from 356 in the plan year 2022 filing to 348 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 066049011 · Elderly Housing Management, Inc. PY 2023 · 401(k)

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. · $19M · 348 · 72nd

  • TYPE $19M
  • TYPE 348
  • TYPE 72nd
  • TYPE 401(k)
  • TYPE near Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan
  • TYPE ind #4077

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 Connecticut →

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. in the asset neighbourhood

Holaday-Parks, Inc. 401(k) Salary Savings PlanHoladay-Parks, Inc. 401(k) S…$19M401(k) Profit Sharing Plan of Elderly Housing Management, Inc.401(k) Profit Sharing Plan o…$19MPlumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement PlanPlumbers Pipefitters & Mecha…$19MDelta Engineers, Architects & Land Surveyors, Dpc Retirement Savings PlanDelta Engineers, Architects …$19MModern Office Methods Inc. Savings and Investment PlanModern Office Methods Inc. S…$19M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN066049011
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elderly Housing Management, Inc.)

Sponsor-wide plan assets over time

All Elderly Housing Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 7.533860339562172% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.3M $18.6M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 356 $17M
2023 1 348 $19M
2024 1 346 $19M

Nearby 401(k) Plans in Connecticut

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

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 401(k) Profit Sharing Plan of Elderly Housing Management, Inc., Total assets ($B): 0.019192486 · Participants: 348401(k) Profit Sharing Plan of Elderly Housing Management, Inc.Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
401(k) Profit Sharing Plan of Elderly Housing Management, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan of Elderly Housing Management, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan in OH ($19M); by covered participants it is Cabinet Specialists 401(k) Plan in TX (348 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 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 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. assets move in 2023? ▼
401(k) Profit Sharing Plan of Elderly Housing Management, Inc. grew at a solid clip - up 11.3% during 2023, from $17M to $19M. Reported net income was $2M.
How have Elderly Housing Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elderly Housing Management, Inc.'s sponsor-wide assets grew 7.5%, from $17M to $19M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan of Elderly Housing Management, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers Pipefitters & Mechanical Equipment Service Local Union No. 392 Supplemental Retirement Plan in OH ($19M, 1,713 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan of Elderly Housing Management, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Cabinet Specialists 401(k) Plan in TX (348 participants, $3M 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 066049011.

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.