401(k) · DOL Form 5500 · 2023

Care for the Homeless 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
201
Participants Below avg headcount
50th
Percentile by assets National rank
$32,559
Avg per participant Low balance/head
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Official DOL plan name: Care for the Homeless Retirement Plan · Sponsored by Care for the Homeless · New York · Healthcare & Social Assistance

$7M in assets, 201 participants

Care for the Homeless's Care for the Homeless Retirement Plan reported $7M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,702 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Care for the Homeless Retirement Plan covers 201 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $7M.

#9,702
in Healthcare & Social Assistance (17,684 peers)
+17.1%
assets growth YoY

Care for the Homeless Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Care for the Homeless Retirement Plan vs every filed plan by assets

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

$6,544,275 Top 50% higher than 50% 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

Care for the Homeless Retirement Plan 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. Care for the Homeless Retirement Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Care for the Homeless Retirement Plan reported net income rose from -$393K in the plan year 2022 filing to $954K in the plan year 2023 filing.
  • Care for the Homeless Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Care for the Homeless Retirement Plan reported participants rose from 177 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133666994 · Care for the Homeless PY 2023 · 401(k)

Care for the Homeless Retirement Plan · $7M · 201 · 50th

  • 5500 $7M
  • 5500 201
  • 5500 50th
  • 5500 401(k)
  • 5500 near Horan Lloyd 401(k) Plan
  • 5500 ind #9702

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 New York →

Care for the Homeless Retirement Plan in the asset neighbourhood

Care for the Homeless Retirement PlanCare for the Homeless Retire…$7MHoran Lloyd 401(k) Plan$7MCentury Airconditioning Supply 401(k) PlanCentury Airconditioning Supp…$7MCogo Labs Retirement Plan$7MLlox 401(k) & Profit Sharing PlanLlox 401(k) & Profit Sharing…$7M
End-of-year total assets ($M) among Care for the Homeless Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$954K
Employer EIN133666994
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Care for the Homeless)

Sponsor-wide plan assets over time

All Care for the Homeless plans reported in each filing year

Latest sponsor-wide plan assets
$9M 52.193053150672974% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.59M $8.51M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 177 $6M
2023 1 201 $7M
2024 1 310 $9M

Nearby 401(k) Plans in New York

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

Care for the Homeless Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Care for the Homeless Retirement Plan, Total assets ($B): 0.006544275 · Participants: 201Care for the Homeless Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Care for the Homeless Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Care for the Homeless Retirement Plan side-by-side with 3 peers →

Care for the Homeless Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Horan Lloyd 401(k) Plan in CA ($7M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Care for the Homeless Retirement Plan assets move in 2023? ▼
Care for the Homeless Retirement Plan grew sharply - up 17.1% during 2023, from $6M to $7M. Reported net income was $954K.
How have Care for the Homeless plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care for the Homeless's sponsor-wide assets grew 52.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Care for the Homeless Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horan Lloyd 401(k) Plan in CA ($7M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Care for the Homeless Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 participants, N/A 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 133666994.

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.