401(k) · DOL Form 5500 · 2022

Allied Affordable Housing LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
323
Participants Below avg headcount
35th
Percentile by assets National rank
$6,916
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affordable Housing Retirement Trust · Sponsored by Allied Affordable Housing LLC · California · Real Estate

$2M in assets, 323 participants

Allied Affordable Housing LLC's Affordable Housing Retirement Trust reported $2M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,726 in Real Estate (5,057 peers)

Allied Affordable Housing LLC multi-year trail

Allied Affordable Housing LLC's plans moved +84.0% in assets from 2022 to 2024; this filing shows Affordable Housing Retirement Trust at $2M / 323 participants.

#2,726
in Real Estate (5,057 peers)
+8.9%
assets growth YoY

Affordable Housing Retirement Trust's mid-pack asset rank among Real Estate and all filers

Affordable Housing Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,233,915 35th percentile higher than 35% of 139,123 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 2022

Affordable Housing Retirement Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affordable Housing Retirement Trust sits mid-pack in the medium band (323 participants).

Plan-year Form 5500 strip

Filing strip 270258356 · Allied Affordable Housing LLC PY 2022 · 401(k)

Affordable Housing Retirement Trust · $2M · 323 · 35th

  • PHOTO $2M
  • PHOTO 323
  • PHOTO 35th
  • PHOTO 401(k)
  • PHOTO near Conveyance Solutions by Continental Retirement Plan
  • PHOTO ind #2726

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 California →

Affordable Housing Retirement Trust in the asset neighbourhood

Affordable Housing Retirement TrustAffordable Housing Retiremen…$2MConveyance Solutions by Continental Retirement PlanConveyance Solutions by Cont…$2MBlack Creek Dental, LLC 401(k) Profit Sharing PlanBlack Creek Dental, LLC 401(…$2MNicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828Nicholas E. Nahernak Dds, PC…$2MTwin Tier Hospitality 401(k) PlanTwin Tier Hospitality 401(k)…$2M
End-of-year total assets ($M) among Affordable Housing Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Allied Affordable Housing LLC multi-year asset trail

Sponsor-wide plan assets over time

All Allied Affordable Housing LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 83.95082176358545% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.23M $4.11M ▲ +84.3%
Year Plans Participants Total Assets
2022 1 323 $2M
2023 1 418 $3M
2024 1 406 $4M

Allied Affordable Housing LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$150K
Employer EIN270258356
Plan Effective Date2014-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Affordable Housing Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Affordable Housing Retirement Trust, Total assets ($B): 0.002233915 · Participants: 323Affordable Housing Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Affordable Housing Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Affordable Housing Retirement Trust side-by-side with 3 peers →

Affordable Housing Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Conveyance Solutions by Continental Retirement Plan in MO ($2M); by covered participants it is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Affordable Housing Retirement Trust assets move in 2022? ▼
Affordable Housing Retirement Trust grew at a solid clip - up 8.9% during 2022, from $2M to $2M. Reported net income was $150K.
How have Allied Affordable Housing LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Affordable Housing LLC's sponsor-wide assets grew 84.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Affordable Housing Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Conveyance Solutions by Continental Retirement Plan in MO ($2M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Affordable Housing Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants, $46M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270258356.

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.