401(k)
2023 plan-year 401(k) DOL Form 5500

401(k) Profit Sharing Plan of Elderly Housing Management, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Elderly Housing Management, Inc. · Connecticut · Real Estate

What the 2023 filing shows

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. holds $19M for 348 participants — about $55,151 per participant, up 11.3% over the 2023 plan year.

$19M
total plan assets (2023 EOY)
348
covered participants
$55,151
avg assets per participant
+11.3%
assets growth YoY
Total Assets (2023)
$19M
Participants
348
State
Industry
Real Estate

What the Filing Says About 401(k) Profit Sharing Plan of Elderly Housing Management, Inc.

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. is a 401(k) retirement plan sponsored by Elderly Housing Management, Inc., headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 348 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 066049011, and the plan has been effective since 2005-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $19M at year-end — a gain of 11.3%. Net assets (after liabilities) closed the year at $19M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$2M
Plan Type401(k)
Employer EIN066049011
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elderly Housing Management, Inc.)

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.

Frequently Asked Questions

How much money is in the 401(k) Profit Sharing Plan of Elderly Housing Management, Inc.?
As of the 2023 Form 5500 filing, 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. holds $19M in total assets with 348 participants. It is sponsored by Elderly Housing Management, Inc..
What type of plan is 401(k) Profit Sharing Plan of Elderly Housing Management, Inc.?
401(k) Profit Sharing Plan of Elderly Housing Management, Inc. is a 401(k) plan. It has been effective since 2005-09-01. The plan is filed with the U.S. Department of Labor under EIN 066049011.
Who sponsors the 401(k) Profit Sharing Plan of Elderly Housing Management, Inc.?
401(k) Profit Sharing Plan of Elderly Housing Management, Inc. is sponsored by Elderly Housing Management, Inc., located in Connecticut. The sponsor's EIN is 066049011 and the plan operates in the Real Estate industry.
How did 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. perform in 2023?
401(k) Profit Sharing Plan of Elderly Housing Management, Inc. grew by 11.3% during 2023, moving from $17M to $19M in total assets. Net income was $2M.
Where can I find official filings for 401(k) Profit Sharing Plan of Elderly Housing Management, Inc.?
Official Form 5500 filings for 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 066049011 or plan name at efast.dol.gov.
How does 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. compare to other plans?
You can compare 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. against other 401(k) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.