401(k) · DOL Form 5500 · 2023

Housing Group Fund Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
49th
Percentile by assets National rank
$3.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Housing Group Fund 401(k) Plan · Sponsored by Housing Group Fund Corporation · California · Real Estate

$6M in assets, 2 participants

Housing Group Fund Corporation's Housing Group Fund 401(k) Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,206 in Real Estate (4,727 peers)

Housing Group Fund Corporation multi-year trail

Housing Group Fund Corporation's plans moved +19.3% in assets from 2022 to 2024; this filing shows Housing Group Fund 401(k) Plan at $6M / 2 participants.

#3,206
in Real Estate (4,727 peers)
+18.4%
assets growth YoY

Housing Group Fund 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Housing Group Fund 401(k) Plan vs every filed plan by assets

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

$6,216,694 49th percentile higher than 49% 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

Housing Group Fund 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Housing Group Fund 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Housing Group Fund 401(k) Plan reported net income rose from -$169K in the plan year 2022 filing to $964K in the plan year 2023 filing.
  • Housing Group Fund 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 275316957 · Housing Group Fund Corporation PY 2023 · 401(k)

Housing Group Fund 401(k) Plan · $6M · 2 · 49th

  • TYPE $6M
  • NET 2
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Elberta Crate & Box Company Profit Sharing and 401(k) Plan
  • SCH ind #3206

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 →

Housing Group Fund 401(k) Plan in the asset neighbourhood

Housing Group Fund 401(k) PlanHousing Group Fund 401(k) Pl…$6MElberta Crate & Box Company Profit Sharing and 401(k) PlanElberta Crate & Box Company …$6MLefebvre Companies 401(k) PlanLefebvre Companies 401(k) Pl…$6MThe Bst Systems, Inc. Profit Sharing Retirement PlanThe Bst Systems, Inc. Profit…$6MDiab Americas L P Employees Retirement Plan & TrustDiab Americas L P Employees …$6M
End-of-year total assets ($M) among Housing Group Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Housing Group Fund Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Housing Group Fund Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.32397292525351% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.25M $6.27M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $6M
2024 1 4 $6M

Housing Group Fund Corporation filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$964K
Employer EIN275316957
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Housing Group Fund 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Housing Group Fund 401(k) Plan, Total assets ($B): 0.006216694 · Participants: 2Housing Group Fund 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Housing Group Fund 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Housing Group Fund 401(k) Plan side-by-side with 3 peers →

Housing Group Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Elberta Crate & Box Company Profit Sharing and 401(k) Plan in GA ($6M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Housing Group Fund 401(k) Plan assets move in 2023? ▼
Housing Group Fund 401(k) Plan grew sharply - up 18.4% during 2023, from $5M to $6M. Reported net income was $964K.
How have Housing Group Fund Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Housing Group Fund Corporation's sponsor-wide assets grew 19.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Housing Group Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elberta Crate & Box Company Profit Sharing and 401(k) Plan in GA ($6M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Housing Group Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 275316957.

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.