Other · DOL Form 5500 · 2023
Housing Works, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 280
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $54,835
- Avg per participant Low balance/head
Official DOL plan name: Housing Works, Inc. 403(b) Tda Plan · Sponsored by Housing Works, Inc. · New York · Healthcare & Social Assistance
$15M in assets, 280 participants
Housing Works, Inc.'s Housing Works, Inc. 403(b) Tda Plan reported $15M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,854 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Housing Works, Inc. 403(b) Tda Plan covers 280 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $15M.
- #12,854
- in Healthcare & Social Assistance (17,684 peers)
- +29.2%
- assets growth YoY
Housing Works, Inc. 403(b) Tda Plan's outsized position 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
$15,353,907 Top 32% higher than 68% 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
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 (280 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Housing Works, Inc. 403(b) Tda Plan reported net income rose from $1M in the plan year 2022 filing to $3M 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 $15M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 133584089 · Housing Works, Inc. PY 2023 · Other
Housing Works, Inc. 403(b) Tda Plan · $15M · 280 · 68th
- IND $15M
- EOY 280
- 5500 68th
- ASSETS Other
- PCT near San Diego Foundation Section 403(b) Plan
- EIN ind #12854
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
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 133584089 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| 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
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 San Diego Foundation Section 403(b) Plan in CA ($15M); by covered participants it is Kenneth Young Center 403(b) Plan in IL (280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- San Diego Foundation Section 403(b) Plan (CA) $15M · 90
- Comprehensive Healthcare 403(b) Plan (WA) $15M · 605
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan (WI) $15M · 251
- Gemma Services 403b Plan (PA) $15M · 431
Similar participant headcount
Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.
- Kenneth Young Center 403(b) Plan (IL) 280 · 0 off
- Gracemed Health Clinic, Inc. 403(b) Retirement Plan (KS) 280 · 0 off
- 403(b) Thrift Plan of Community Housing Partnership (CA) 280 · 0 off
- Plymouth Place, Inc. 403(b) Plan (IL) 280 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.