401(k) · DOL Form 5500 · 2023

Allied Affordable Housing LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
418
Participants Below avg headcount
37th
Percentile by assets National rank
$7,790
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affordable Housing Retirement Trust · Sponsored by Allied Affordable Housing LLC · California · Real Estate

$3M in assets, 418 participants

Allied Affordable Housing LLC's Affordable Housing Retirement Trust reported $3M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,688 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Affordable Housing Retirement Trust ranks #2,688 of 4,727 2023 filers by assets (797% of the sector average)-$3M for 418 participants.

#2,688
in Real Estate (4,727 peers)
+45.8%
assets growth YoY

Affordable Housing Retirement Trust's mid-pack asset rank among Real Estate and all filers

Affordable Housing Retirement Trust vs every filed plan by assets

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

$3,256,330 37th percentile higher than 37% 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

Affordable Housing Retirement Trust 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. Affordable Housing Retirement Trust sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affordable Housing Retirement Trust reported net income rose from $150K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Affordable Housing Retirement Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Affordable Housing Retirement Trust reported participants rose from 323 in the plan year 2022 filing to 418 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270258356 · Allied Affordable Housing LLC PY 2023 · 401(k)

Affordable Housing Retirement Trust · $3M · 418 · 37th

  • NET $3M
  • BOOK 418
  • VS-ST 37th
  • BOY 401(k)
  • SCH near Sepio Capital LP 401(k) Profit Sharing Plan & Trust
  • EBSA ind #2688

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 Real Estate retirement plans → · Plans in California →

Affordable Housing Retirement Trust in the asset neighbourhood

Affordable Housing Retirement TrustAffordable Housing Retiremen…$3MSepio Capital LP 401(k) Profit Sharing Plan & TrustSepio Capital LP 401(k) Prof…$3MThink Power Solutions 401(k) PlanThink Power Solutions 401(k)…$3MCpap 401(k) Plan$3MHudson Community Enterprises, Inc. 401(k) PlanHudson Community Enterprises…$3M
End-of-year total assets ($M) among Affordable Housing Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN270258356
Plan Effective Date2014-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Affordable Housing LLC)

Sponsor-wide plan assets over time

All Allied Affordable Housing LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 83.95082176358545% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.23M $4.11M ▲ +84.3%
Year Plans Participants Total Assets
2022 1 323 $2M
2023 1 418 $3M
2024 1 406 $4M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Affordable Housing Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Affordable Housing Retirement Trust, Total assets ($B): 0.00325633 · Participants: 418Affordable Housing Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Affordable Housing Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Affordable Housing Retirement Trust side-by-side with 3 peers →

Affordable Housing Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sepio Capital LP 401(k) Profit Sharing Plan & Trust in UT ($3M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Affordable Housing Retirement Trust assets move in 2023? ▼
Affordable Housing Retirement Trust surged - up 45.8% during 2023, from $2M to $3M. Reported net income was $1M.
How have Allied Affordable Housing LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Affordable Housing LLC's sponsor-wide assets grew 84.0%, from $2M to $4M.
Which 401(k) plans are similar in size to Affordable Housing Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sepio Capital LP 401(k) Profit Sharing Plan & Trust in UT ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Affordable Housing Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants, $52M 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 270258356.

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.