401(k) · DOL Form 5500 · 2023

Hope House, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
105
Participants Small participant base
28th
Percentile by assets National rank
$15,135
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hope House, Inc. Retirement Plan · Sponsored by Hope House, Inc. · New York · Other Services

$2M in assets, 105 participants

Hope House, Inc.'s Hope House, Inc. Retirement Plan reported $2M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,161 in Other Services (7,857 peers)

Coverage in New York

Hope House, Inc. Retirement Plan covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $2M.

#4,161
in Other Services (7,857 peers)
+23.0%
assets growth YoY

Hope House, Inc. Retirement Plan among the smaller filed plans by assets

Hope House, Inc. Retirement Plan vs every filed plan by assets

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

$1,589,190 28th percentile higher than 28% 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

Hope House, Inc. 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. Hope House, Inc. Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hope House, Inc. Retirement Plan reported net income rose from -$350K in the plan year 2022 filing to $297K in the plan year 2023 filing.
  • Hope House, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hope House, Inc. Retirement Plan reported participants rose from 95 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 146050436 · Hope House, Inc. PY 2023 · 401(k)

Hope House, Inc. Retirement Plan · $2M · 105 · 28th

  • PHOTO $2M
  • PHOTO 105
  • PHOTO 28th
  • PHOTO 401(k)
  • PHOTO near North Naples Physical Therapy, Inc. 401(k) Plan
  • PHOTO ind #4161

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 Other Services retirement plans → · Plans in New York →

Hope House, Inc. Retirement Plan in the asset neighbourhood

Hope House, Inc. Retirement PlanHope House, Inc. Retirement …$2MNorth Naples Physical Therapy, Inc. 401(k) PlanNorth Naples Physical Therap…$2MEnviroflight LLC 401(k) Plan$2MCigniti Technologies, Inc. 401(k) Profit Sharing PlanCigniti Technologies, Inc. 4…$2M4j's Restaurant Retirement Plan4j's Restaurant Retirement P…$2M
End-of-year total assets ($M) among Hope House, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$297K
Employer EIN146050436
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope House, Inc.)

Sponsor-wide plan assets over time

All Hope House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.8970554328803% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.29M $1.9M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 95 $1M
2023 1 105 $2M
2024 1 103 $2M

Nearby 401(k) Plans in New York

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

Hope House, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hope House, Inc. Retirement Plan, Total assets ($B): 0.00158919 · Participants: 105Hope House, Inc. 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
Hope House, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hope House, Inc. Retirement Plan side-by-side with 3 peers →

Hope House, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is North Naples Physical Therapy, Inc. 401(k) Plan in FL ($2M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Hope House, Inc. Retirement Plan assets move in 2023? ▼
Hope House, Inc. Retirement Plan grew sharply - up 23.0% during 2023, from $1M to $2M. Reported net income was $297K.
How have Hope House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hope House, Inc.'s sponsor-wide assets grew 46.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Hope House, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Naples Physical Therapy, Inc. 401(k) Plan in FL ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Hope House, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 146050436.

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.