Other · DOL Form 5500 · 2023

New Hope Housing, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
210
Participants Below avg headcount
40th
Percentile by assets National rank
$18,673
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of New Hope Housing, Inc. · Sponsored by New Hope Housing, Inc. · Virginia · Healthcare & Social Assistance

$4M in assets, 210 participants

New Hope Housing, Inc.'s 403(b) Thrift Plan of New Hope Housing, Inc. reported $4M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,490 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

403(b) Thrift Plan of New Hope Housing, Inc. covers 210 participants in Virginia, about 27% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#7,490
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY

403(b) Thrift Plan of New Hope Housing, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of New Hope Housing, Inc. vs every filed plan by assets

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

$3,921,292 40th percentile higher than 40% 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

403(b) Thrift Plan of New Hope Housing, Inc. 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. 403(b) Thrift Plan of New Hope Housing, Inc. sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of New Hope Housing, Inc. reported participants rose from 150 in the plan year 2022 filing to 210 in the plan year 2023 filing.
  • 403(b) Thrift Plan of New Hope Housing, Inc. reported net income rose from $318K in the plan year 2022 filing to $397K in the plan year 2023 filing.
  • 403(b) Thrift Plan of New Hope Housing, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541060634 · New Hope Housing, Inc. PY 2023 · Other

403(b) Thrift Plan of New Hope Housing, Inc. · $4M · 210 · 40th

  • RANK $4M
  • PHOTO 210
  • IND 40th
  • EOY Other
  • 5500 near Pomona Community Health Center 403(b) Plan
  • ASSETS ind #7490

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 Virginia →

403(b) Thrift Plan of New Hope Housing, Inc. in the asset neighbourhood

Exceptional Care for Children 403(b) PlanExceptional Care for Childre…$4MRainbow of Challenges, Inc. Retirement PlanRainbow of Challenges, Inc. …$4M403(b) Thrift Plan of New Hope Housing, Inc.403(b) Thrift Plan of New Ho…$4MPomona Community Health Center 403(b) PlanPomona Community Health Cent…$4MLorain County Alcohol Drug Abuse Services Inc. 403(b) PlanLorain County Alcohol Drug A…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of New Hope Housing, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$397K
Employer EIN541060634
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Hope Housing, Inc.)

Sponsor-wide plan assets over time

All New Hope Housing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.81281444352805% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.52M $3.91M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 150 $4M
2023 1 210 $4M
2024 1 281 $4M

Nearby Other Plans in Virginia

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

403(b) Thrift Plan of New Hope Housing, Inc. vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants 403(b) Thrift Plan of New Hope Housing, Inc., Total assets ($B): 0.003921292 · Participants: 210403(b) Thrift Plan of New Hope Housing, Inc.Sentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
403(b) Thrift Plan of New Hope Housing, Inc. vs. nearby Other plans in Virginia, assets vs. participants
Compare 403(b) Thrift Plan of New Hope Housing, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of New Hope Housing, Inc.'s out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Pomona Community Health Center 403(b) Plan in CA ($4M); by covered participants it is Greater Springfield Senior Services 403(b) Thrift Plan in MA (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 403(b) Thrift Plan of New Hope Housing, Inc. assets move in 2023? ▼
403(b) Thrift Plan of New Hope Housing, Inc. grew at a solid clip - up 11.3% during 2023, from $4M to $4M. Reported net income was $397K.
How have New Hope Housing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Hope Housing, Inc.'s sponsor-wide assets grew 10.8%, from $4M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of New Hope Housing, Inc.? ▼
Among Other plans in other states, the closest by assets is Pomona Community Health Center 403(b) Plan in CA ($4M, 137 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of New Hope Housing, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Greater Springfield Senior Services 403(b) Thrift Plan in MA (210 participants, $10M 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 541060634.

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.