Other · DOL Form 5500 · 2023

Housing Counseling Services, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
89
Participants Small participant base
54th
Percentile by assets National rank
$91,015
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan · Sponsored by Housing Counseling Services, Inc. · District of Columbia · Healthcare & Social Assistance

$8M in assets, 89 participants

Housing Counseling Services, Inc.'s Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan reported $8M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,544 in Healthcare & Social Assistance (17,684 peers)

Housing Counseling Services, Inc. multi-year trail

Housing Counseling Services, Inc.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan at $8M / 89 participants.

#10,544
in Healthcare & Social Assistance (17,684 peers)
+16.7%
assets growth YoY

Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan vs every filed plan by assets

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

$8,100,316 Top 46% higher than 54% 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 Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan reported net income rose from $63K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan reported participants fell from 92 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520958568 · Housing Counseling Services, Inc. PY 2023 · Other

Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan · $8M · 89 · 54th

  • RANK $8M
  • RANK 89
  • RANK 54th
  • RANK Other
  • RANK near The Boston Home, Inc. Retirement Savings Plan
  • RANK ind #10544

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 District of Columbia →

Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan in the asset neighbourhood

Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity PlanHousing Counseling Services,…$8MThe Boston Home, Inc. Retirement Savings PlanThe Boston Home, Inc. Retire…$8MMilwaukee Art Museum, Inc. Employees' Retirement Income PlanMilwaukee Art Museum, Inc. E…$8MBaywood Court Employee Savings PlanBaywood Court Employee Savin…$8MNew York Shakespeare Festival 403(b) PlanNew York Shakespeare Festiva…$8M
End-of-year total assets ($M) among Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Housing Counseling Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Housing Counseling Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 26.513796940338974% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.94M $8.78M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 92 $7M
2023 1 89 $8M
2024 1 92 $9M

Housing Counseling Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN520958568
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan, Total assets ($B): 0.008100316 · Participants: 89Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan side-by-side with 3 peers →

Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is The Boston Home, Inc. Retirement Savings Plan in MA ($8M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan assets move in 2023? ▼
Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan grew sharply - up 16.7% during 2023, from $7M to $8M. Reported net income was $1M.
How have Housing Counseling Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Housing Counseling Services, Inc.'s sponsor-wide assets grew 26.5%, from $7M to $9M.
Which Other plans are similar in size to Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Boston Home, Inc. Retirement Savings Plan in MA ($8M, 217 participants).
Which Other plans cover a similar participant headcount to Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants, $5M 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 520958568.

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.