401(k) · DOL Form 5500 · 2023

Housing Partnership, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
203
Participants Below avg headcount
53rd
Percentile by assets National rank
$38,351
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Employees of Housing Partnership, Inc. · Sponsored by Housing Partnership, Inc. · Florida · Healthcare & Social Assistance

$8M in assets, 203 participants

Housing Partnership, Inc.'s 403(b) Thrift Plan for Employees of Housing Partnership, Inc. reported $8M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,386 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

403(b) Thrift Plan for Employees of Housing Partnership, Inc. covers 203 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#10,386
in Healthcare & Social Assistance (17,684 peers)
+6.4%
assets growth YoY

403(b) Thrift Plan for Employees of Housing Partnership, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Housing Partnership, Inc. vs every filed plan by assets

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

$7,785,209 Top 47% higher than 53% 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

403(b) Thrift Plan for Employees of Housing Partnership, Inc. 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. 403(b) Thrift Plan for Employees of Housing Partnership, Inc. sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Housing Partnership, Inc. reported net income rose from -$1M in the plan year 2022 filing to $471K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Housing Partnership, Inc. reported participants fell from 221 in the plan year 2022 filing to 203 in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Housing Partnership, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 592704597 · Housing Partnership, Inc. PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Housing Partnership, Inc. · $8M · 203 · 53rd

  • NET $8M
  • BOOK 203
  • VS-ST 53rd
  • BOY 401(k)
  • SCH near Hausmann 401(k) Profit Sharing Plan
  • EBSA ind #10386

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 Florida →

403(b) Thrift Plan for Employees of Housing Partnership, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Housing Partnership, Inc.403(b) Thrift Plan for Emplo…$8MHausmann 401(k) Profit Sharing PlanHausmann 401(k) Profit Shari…$8MManhattan Beachwear, LLC 401(k) PlanManhattan Beachwear, LLC 401…$8MFleetwood Group, Inc. 401(k) Savings PlanFleetwood Group, Inc. 401(k)…$8MXpressdocs Partners, Limited 401(k) PlanXpressdocs Partners, Limited…$8M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Housing Partnership, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$471K
Employer EIN592704597
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Housing Partnership, Inc.)

Sponsor-wide plan assets over time

All Housing Partnership, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.12486906421001% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.31M $8.71M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 221 $7M
2023 1 203 $8M
2024 1 221 $9M

Nearby 401(k) Plans in Florida

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

403(b) Thrift Plan for Employees of Housing Partnership, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Housing Partnership, Inc., Total assets ($B): 0.007785209 · Participants: 203403(b) Thrift Plan for Employees of Housing Partnership, Inc.L3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
403(b) Thrift Plan for Employees of Housing Partnership, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Housing Partnership, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Housing Partnership, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hausmann 401(k) Profit Sharing Plan in NJ ($8M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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 403(b) Thrift Plan for Employees of Housing Partnership, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Employees of Housing Partnership, Inc. grew at a solid clip - up 6.4% during 2023, from $7M to $8M. Reported net income was $471K.
How have Housing Partnership, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Housing Partnership, Inc.'s sponsor-wide assets grew 19.1%, from $7M to $9M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Housing Partnership, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Hausmann 401(k) Profit Sharing Plan in NJ ($8M, 99 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Housing Partnership, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 592704597.

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.