401(k) · DOL Form 5500 · 2024

Unity for the Homeless, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
31
Participants Small participant base
26th
Percentile by assets National rank
$43,569
Avg per participant Low balance/head
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Official DOL plan name: Unity for the Homeless 401(k) Plan · Sponsored by Unity for the Homeless, Inc. · Louisiana · Healthcare & Social Assistance

$1M in assets, 31 participants

Unity for the Homeless, Inc.'s Unity for the Homeless 401(k) Plan reported $1M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,744 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Unity for the Homeless 401(k) Plan grew at a solid clip 12.8% in 2024 ($1M → $1M) for 31 participants.

#3,744
in Healthcare & Social Assistance (16,916 peers)
+12.8%
assets growth YoY

Unity for the Homeless 401(k) Plan among the smaller filed plans by assets

Unity for the Homeless 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,350,645 26th percentile higher than 26% of 123,620 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 2024

Unity for the Homeless 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unity for the Homeless 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unity for the Homeless 401(k) Plan reported net income rose from -$73K in the plan year 2023 filing to $153K in the plan year 2024 filing.
  • Unity for the Homeless 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Unity for the Homeless 401(k) Plan reported participants fell from 35 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 721222911 · Unity for the Homeless, Inc. PY 2024 · 401(k)

Unity for the Homeless 401(k) Plan · $1M · 31 · 26th

  • RANK $1M
  • PHOTO 31
  • IND 26th
  • EOY 401(k)
  • 5500 near Bhavin Patel, D.D.S., P.C. Retirement Plan
  • ASSETS ind #3744

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 Louisiana →

Unity for the Homeless 401(k) Plan in the asset neighbourhood

Unity for the Homeless 401(k) PlanUnity for the Homeless 401(k…$1MBhavin Patel, D.D.S., P.C. Retirement PlanBhavin Patel, D.D.S., P.C. R…$1MThe Brooks International, Inc. 401(k) PlanThe Brooks International, In…$1MDaniel Nazarian 401(k) Profit Sharing PlanDaniel Nazarian 401(k) Profi…$1MAmerican Carbon 401(k) Plan$1M
End-of-year total assets ($M) among Unity for the Homeless 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Unity for the Homeless, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Unity for the Homeless, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6.2607242576512485% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M$1.4M 202220232024 $1.27M $1.35M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 39 $1M
2023 1 35 $1M
2024 1 31 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$153K
Employer EIN721222911
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Unity for the Homeless 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Unity for the Homeless 401(k) Plan, Total assets ($B): 0.001350645 · Participants: 31Unity for the Homeless 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Unity for the Homeless 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Unity for the Homeless 401(k) Plan side-by-side with 3 peers →

Unity for the Homeless 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Bhavin Patel, D.D.S., P.C. Retirement Plan in NJ ($1M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Unity for the Homeless 401(k) Plan assets move in 2024? ▼
Unity for the Homeless 401(k) Plan grew at a solid clip - up 12.8% during 2024, from $1M to $1M. Reported net income was $153K.
How have Unity for the Homeless, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity for the Homeless, Inc.'s sponsor-wide assets grew 6.3%, from $1M to $1M.
Which 401(k) plans are similar in size to Unity for the Homeless 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bhavin Patel, D.D.S., P.C. Retirement Plan in NJ ($1M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Unity for the Homeless 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721222911.

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.