Other · DOL Form 5500 · 2022

Housing Works, Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
281
Participants Below avg headcount
73rd
Percentile by assets National rank
$55,203
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

$16M in assets, 281 participants

Housing Works, Inc.'s Housing Works, Inc. 403(b) Tda Plan reported $16M in total assets and 281 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,552 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Housing Works, Inc. 403(b) Tda Plan covers 281 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $16M.

#15,552
in Healthcare & Social Assistance (20,060 peers)
+10.3%
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 2022 · DOL Form 5500

$15,511,974 Top 27% higher than 73% of 139,123 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 2022

Housing Works, Inc. 403(b) Tda Plan among mid-size filed plans by headcount

Plan-year 2022 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 (281 participants).

DOL schedule card

Filing strip 133584089 · Housing Works, Inc. PY 2022 · Other

Housing Works, Inc. 403(b) Tda Plan · $16M · 281 · 73rd

  • VS-ST $16M
  • VS-ST 281
  • VS-ST 73rd
  • VS-ST Other
  • VS-ST near Hampton Roads Academy Defined Contribution and Tax Deferred Annuity Retirement Plan
  • VS-ST ind #15552

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

Capitol Hill Day School Retirement PlanCapitol Hill Day School Reti…$16MHousing Works, Inc. 403(b) Tda PlanHousing Works, Inc. 403(b) T…$16MHampton Roads Academy Defined Contribution and Tax Deferred Annuity Retirement PlanHampton Roads Academy Define…$16MBay Area Community Health 403(b) PlanBay Area Community Health 40…$16MMissouri Valley College 403(b) DC PlanMissouri Valley College 403(…$15M
End-of-year total assets ($M) among Housing Works, Inc. 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
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 -20246810 Total assets ($B) Participants Housing Works, Inc. 403(b) Tda Plan, Total assets ($B): 0.015511974 · Participants: 281Housing Works, Inc. 403(b) Tda PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement 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 Hampton Roads Academy Defined Contribution and Tax Deferred Annuity Retirement Plan in VA ($16M); by covered participants it is South Peninsula Hospital 403(b) Plan for Union Employees in AK (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Housing Works, Inc. 403(b) Tda Plan grew at a solid clip - up 10.3% during 2022, from $14M to $16M. 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 Hampton Roads Academy Defined Contribution and Tax Deferred Annuity Retirement Plan in VA ($16M, 138 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 South Peninsula Hospital 403(b) Plan for Union Employees in AK (281 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.