Other · DOL Form 5500 · 2023

Habitat for Humanity East Bay/Silicon Valley Inc Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
88
Participants Small participant base
52nd
Percentile by assets National rank
$84,664
Avg per participant Below avg balance/head
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Official DOL plan name: Habitat for Humanity East Bay Retirement Plan · Sponsored by Habitat for Humanity East Bay/Silicon Valley Inc · California · Construction

$7M in assets, 88 participants

Habitat for Humanity East Bay/Silicon Valley Inc's Habitat for Humanity East Bay Retirement Plan reported $7M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,561 in Construction (9,030 peers)

Habitat for Humanity East Bay/Silicon Valley Inc multi-year trail

Habitat for Humanity East Bay/Silicon Valley Inc's plans moved +61.5% in assets from 2022 to 2024; this filing shows Habitat for Humanity East Bay Retirement Plan at $7M / 88 participants.

#4,561
in Construction (9,030 peers)
+30.7%
assets growth YoY

Habitat for Humanity East Bay Retirement Plan's mid-pack asset rank among Construction and all filers

Habitat for Humanity East Bay Retirement Plan vs every filed plan by assets

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

$7,450,464 Top 48% higher than 52% 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

Habitat for Humanity East Bay Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Habitat for Humanity East Bay Retirement Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Habitat for Humanity East Bay Retirement Plan reported net income rose from -$466K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Habitat for Humanity East Bay Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Habitat for Humanity East Bay Retirement Plan reported participants rose from 79 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943053687 · Habitat for Humanity East Bay/Silicon Valley Inc PY 2023 · Other

Habitat for Humanity East Bay Retirement Plan · $7M · 88 · 52nd

  • 5500 $7M
  • 5500 88
  • 5500 52nd
  • 5500 Other
  • 5500 near Dallas Christian School 403(b) DC Plan
  • 5500 ind #4561

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 Construction retirement plans → · Plans in California →

Habitat for Humanity East Bay Retirement Plan in the asset neighbourhood

Habitat for Humanity East Bay Retirement PlanHabitat for Humanity East Ba…$7MDallas Christian School 403(b) DC PlanDallas Christian School 403(…$7MHaywood Vocational Opportunities, Inc. Retirement PlanHaywood Vocational Opportuni…$7MMers/Missouri Goodwill 403b PlanMers/Missouri Goodwill 403b …$7MLawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement PlanLawrence School 403(b) Defin…$7M
End-of-year total assets ($M) among Habitat for Humanity East Bay Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Habitat for Humanity East Bay/Silicon Valley Inc multi-year asset trail

Sponsor-wide plan assets over time

All Habitat for Humanity East Bay/Silicon Valley Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 61.53961437163411% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.7M $9.21M ▲ +61.6%
Year Plans Participants Total Assets
2022 1 79 $6M
2023 1 88 $7M
2024 1 102 $9M

Habitat for Humanity East Bay/Silicon Valley Inc filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN943053687
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Habitat for Humanity East Bay Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Habitat for Humanity East Bay Retirement Plan, Total assets ($B): 0.007450464 · Participants: 88Habitat for Humanity East Bay Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Habitat for Humanity East Bay Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Habitat for Humanity East Bay Retirement Plan side-by-side with 3 peers →

Habitat for Humanity East Bay Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Dallas Christian School 403(b) DC Plan in TX ($7M); by covered participants it is Knox School 403(b) DC Plan in NY (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Habitat for Humanity East Bay Retirement Plan assets move in 2023? ▼
Habitat for Humanity East Bay Retirement Plan surged - up 30.7% during 2023, from $6M to $7M. Reported net income was $2M.
How have Habitat for Humanity East Bay/Silicon Valley Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Habitat for Humanity East Bay/Silicon Valley Inc's sponsor-wide assets grew 61.5%, from $6M to $9M.
Which Other plans are similar in size to Habitat for Humanity East Bay Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Dallas Christian School 403(b) DC Plan in TX ($7M, 75 participants).
Which Other plans cover a similar participant headcount to Habitat for Humanity East Bay Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Knox School 403(b) DC Plan in NY (88 participants, $4M 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 943053687.

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.