Other · DOL Form 5500 · 2023

Housing Works, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
251
Participants Below avg headcount
62nd
Percentile by assets National rank
$47,356
Avg per participant Low balance/head
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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.

  • #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.

#11,987
in Healthcare & Social Assistance (17,684 peers)
+35.2%
assets growth YoY

Housing Works, Inc. 403(b) Tda Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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 Works, Inc. 403(b) Tda 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. Housing Works, Inc. 403(b) Tda Plan sits mid-pack in the medium band (251 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133584089 · Housing Works, Inc. PY 2023 · Other

Housing Works, Inc. 403(b) Tda Plan · $12M · 251 · 62nd

  • BOOK $12M
  • VS-ST 251
  • BOY 62nd
  • SCH Other
  • EBSA near Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan
  • PART ind #11987

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 New York →

Housing Works, Inc. 403(b) Tda Plan in the asset neighbourhood

Barc Developmental Services Thrift PlanBarc Developmental Services …$12MHousing Works, Inc. 403(b) Tda PlanHousing Works, Inc. 403(b) T…$12MEpiscopal Children's Services, Inc. Tax Deferred Annuity Savings PlanEpiscopal Children's Service…$12MHattie Larlham 403(b) Retirement Savings PlanHattie Larlham 403(b) Retire…$12MAsbestos Workers Local 75 Indiana Retirement FundAsbestos Workers Local 75 In…$12M
End-of-year total assets ($M) among Housing Works, Inc. 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN133584089
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Housing Works, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$21M 35.73556789097248% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $15.5M $21.1M ▲ +35.8%
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.

Housing Works, Inc. 403(b) Tda Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Housing Works, Inc. 403(b) Tda Plan, Total assets ($B): 0.011886473 · Participants: 251Housing Works, Inc. 403(b) Tda PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Housing Works, Inc. 403(b) Tda Plan vs. nearby Other plans in New York, assets vs. participants
Compare Housing Works, Inc. 403(b) Tda Plan side-by-side with 3 peers →

Housing Works, Inc. 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan in FL ($12M); by covered participants it is St. Paul Academy and Summit School 403(b) DC Plan in MN (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Works, Inc. 403(b) Tda Plan assets move in 2023? ▼
Housing Works, Inc. 403(b) Tda Plan surged - up 35.2% during 2023, from $9M to $12M. Reported net income was $1M.
How have Housing Works, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Housing Works, Inc.'s sponsor-wide assets grew 35.7%, from $16M to $21M.
Which Other plans are similar in size to Housing Works, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan in FL ($12M, 694 participants).
Which Other plans cover a similar participant headcount to Housing Works, Inc. 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Paul Academy and Summit School 403(b) DC Plan in MN (251 participants, $57M 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 133584089.

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.