Money Purchase · DOL Form 5500 · 2023

Home Builders Institute Money Purchase Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
268
Participants Below avg headcount
74th
Percentile by assets National rank
$78,556
Avg per participant Below avg balance/head
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Official DOL plan name: Home Builders Institute Pension and Profit Sharing Plan · Sponsored by Home Builders Institute · District of Columbia · Educational Services

$21M in assets, 268 participants

Home Builders Institute's Home Builders Institute Pension and Profit Sharing Plan reported $21M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,114 in Educational Services (3,735 peers)

Coverage in District of Columbia

Home Builders Institute Pension and Profit Sharing Plan covers 268 participants in District of Columbia, about 18% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $21M.

#2,114
in Educational Services (3,735 peers)
+13.5%
assets growth YoY

Home Builders Institute Pension and Profit Sharing Plan's outsized position by total assets

Home Builders Institute Pension and Profit Sharing Plan vs every filed plan by assets

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

$21,052,899 Top 26% higher than 74% 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

Home Builders Institute Pension and Profit Sharing 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. Home Builders Institute Pension and Profit Sharing Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Home Builders Institute Pension and Profit Sharing Plan reported participants rose from 222 in the plan year 2022 filing to 268 in the plan year 2023 filing.
  • Home Builders Institute Pension and Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Home Builders Institute Pension and Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521266885 · Home Builders Institute PY 2023 · Money Purchase

Home Builders Institute Pension and Profit Sharing Plan · $21M · 268 · 74th

  • EBSA $21M
  • EBSA 268
  • EBSA 74th
  • EBSA Money Purchase
  • EBSA near Oregon Health & Science University Foundation Pension Plan
  • EBSA ind #2114

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 Educational Services retirement plans → · Plans in District of Columbia →

Home Builders Institute Pension and Profit Sharing Plan in the asset neighbourhood

Sherin and Lodgen Retirement PlanSherin and Lodgen Retirement…$21MFrozen Phs 401(a) Plan$21MOregon Health & Science University Foundation Pension PlanOregon Health & Science Univ…$21MHome Builders Institute Pension and Profit Sharing PlanHome Builders Institute Pens…$21MPresbyterian Seniorcare DC Pension PlanPresbyterian Seniorcare DC P…$21M
End-of-year total assets ($M) among Home Builders Institute Pension and Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN521266885
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Home Builders Institute)

Sponsor-wide plan assets over time

All Home Builders Institute plans reported in each filing year

Latest sponsor-wide plan assets
$32M 32.647881210175434% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.4M $32.4M ▲ +32.6%
Year Plans Participants Total Assets
2022 2 557 $24M
2023 2 596 $28M
2024 2 617 $32M

Nearby Money Purchase Plans in District of Columbia

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

Home Builders Institute Pension and Profit Sharing Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400 Total assets ($M) Participants Home Builders Institute Pension and Profit Sharing Plan, Total assets ($M): 21.052899 · Participants: 268Home Builders Institute Pension and Profit Sharing PlanAura, Inc. Money Purchase Pension Plan and Trust, Total assets ($M): 380.629048 · Participants: 1394Aura, Inc. Money Purchase Pension Plan and TrustNas Primary Retirement Plan, Total assets ($M): 366.569472 · Participants: 1056Nas Primary Retirement PlanCarnegie Institution of Washington Retirement Plan, Total assets ($M): 224.631026 · Participants: 555Carnegie Institution of Washington Retirement PlanNational Democratic Institute for International Affairs Money Purchase Pension Plan, Total assets ($M): 56.16659 · Participants: 263National Democratic Institute for International Affairs Money Purchase Pension PlanNfl Players Association Money Purchase Pension Plan and Trust, Total assets ($M): 53.19264 · Participants: 87Nfl Players Association Money Purchase Pension Plan and Trust
Home Builders Institute Pension and Profit Sharing Plan vs. nearby Money Purchase plans in District of Columbia, assets vs. participants
Compare Home Builders Institute Pension and Profit Sharing Plan side-by-side with 3 peers →

Home Builders Institute Pension and Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside District of Columbia, the nearest Money Purchase by assets is Oregon Health & Science University Foundation Pension Plan in OR ($21M); by covered participants it is Legal Aid Services of Oklahoma, Inc. Defined Contribution Pension Plan in OK (267 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Home Builders Institute Pension and Profit Sharing Plan assets move in 2023? ▼
Home Builders Institute Pension and Profit Sharing Plan grew at a solid clip - up 13.5% during 2023, from $19M to $21M. Reported net income was $3M.
How have Home Builders Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Home Builders Institute's sponsor-wide assets grew 32.6%, from $24M to $32M.
Which Money Purchase plans are similar in size to Home Builders Institute Pension and Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Oregon Health & Science University Foundation Pension Plan in OR ($21M, 101 participants).
Which Money Purchase plans cover a similar participant headcount to Home Builders Institute Pension and Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Legal Aid Services of Oklahoma, Inc. Defined Contribution Pension Plan in OK (267 participants, $6M 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 521266885.

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.