Other · DOL Form 5500 · 2023
Housing Works, Inc. Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 251
- Participants
- 62nd
- Percentile by assets
- $47,356
- Avg per participant
Official DOL plan name: Housing Works, Inc. 403(b) Tda Plan · Sponsored by Housing Works, Inc. · New York · Healthcare & Social Assistance
$12M in assets, 251 participants
Housing Works, Inc.'s Housing Works, Inc. 403(b) Tda Plan reported $12M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- 62nd percentile by assets (of 127,072 plans)
- #11,987 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Housing Works, Inc. 403(b) Tda Plan covers 251 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $12M.
- $12M
- total plan assets (2023 EOY)
- 251
- covered participants
- 62nd
- percentile by assets (of 127,072 plans)
- $47,356
- avg assets per participant
Where Housing Works, Inc. 403(b) Tda Plan sits by total assets
Housing Works, Inc. 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,886,473 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Housing Works, Inc. 403(b) Tda Plan reported net income fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Housing Works, Inc. 403(b) Tda Plan end-of-year assets fell from $16M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Housing Works, Inc. 403(b) Tda Plan reported participants fell from 281 in the plan year 2022 filing to 251 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Housing Works, Inc. 403(b) Tda Plan reports 251 participants - about 31% of that state average ($12M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 133584089 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Housing Works, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 281 | $16M |
| 2023 | 3 | 832 | $46M |
| 2024 | 1 | 325 | $21M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Similar-Sized Other Plans Nationally
Other plans in other states closest to Housing Works, Inc. 403(b) Tda Plan by total assets, not by location.
Frequently Asked Questions
How did Housing Works, Inc. 403(b) Tda Plan assets move in 2023? ▼
How have Housing Works, Inc. plan assets changed over time? ▼
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Next read for Housing Works, Inc. 403(b) Tda Plan
Filing takeaways
Ways to act on Housing Works, Inc. 403(b) Tda Plan's numbers.
- By total assets, Housing Works, Inc. 403(b) Tda Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Housing Works, Inc.'s sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans