Other · DOL Form 5500 · 2023
Insight Housing Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $10,536
- Avg per participant Low balance/head
Official DOL plan name: Insight Housing 403(b) Retirement Plan · Sponsored by Insight Housing · California · Healthcare & Social Assistance
$2M in assets, 149 participants
Insight Housing's Insight Housing 403(b) Retirement Plan reported $2M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,439 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Insight Housing 403(b) Retirement Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $2M.
- #4,439
- in Healthcare & Social Assistance (17,684 peers)
- +109.1%
- assets growth YoY
Insight Housing 403(b) Retirement Plan among the smaller filed plans by assets
Insight Housing 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,569,802 28th percentile higher than 28% 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
Insight Housing 403(b) Retirement 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. Insight Housing 403(b) Retirement Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Insight Housing 403(b) Retirement Plan end-of-year assets rose from $751K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Insight Housing 403(b) Retirement Plan reported net income rose from $440K in the plan year 2022 filing to $819K in the plan year 2023 filing.
- Insight Housing 403(b) Retirement Plan reported participants rose from 124 in the plan year 2022 filing to 149 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942979073 · Insight Housing PY 2023 · Other
Insight Housing 403(b) Retirement Plan · $2M · 149 · 28th
- 5500 $2M
- ASSETS 149
- PCT 28th
- EIN Other
- RANK near Stanley Total Living Center Investment Plan
- PHOTO ind #4439
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 California →
Insight Housing 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $751K |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $819K |
| Employer EIN | 942979073 |
| Plan Effective Date | 2021-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Insight Housing)
Sponsor-wide plan assets over time
All Insight Housing plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 190.5341221786836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $751K |
| 2023 | 1 | 149 | $2M |
| 2024 | 1 | 197 | $2M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Insight Housing 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Stanley Total Living Center Investment Plan in NC ($2M); by covered participants it is Evergreen Homes 403b Plan in PA (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Evergreen Homes 403b Plan (PA) 149 · 0 off
- Area Agency on Aging Region 9 Inc. 403(b) Plan (OH) 149 · 0 off
- Old Colony Hospice, Inc. 403(b) Plan (MA) 149 · 0 off
- The Legal Aid Society of Cleveland Retirement Savings Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.