Other · DOL Form 5500 · 2023

Broward Partnership for the Homeless Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
68
Participants Small participant base
37th
Percentile by assets National rank
$49,499
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Broward Partnership for the Homeless, Inc. Retirement Plan · Sponsored by Broward Partnership for the Homeless · Florida · Healthcare & Social Assistance

$3M in assets, 68 participants

Broward Partnership for the Homeless's Broward Partnership for the Homeless, Inc. Retirement Plan reported $3M in total assets and 68 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.

  • #6,908 in Healthcare & Social Assistance (17,684 peers)

Broward Partnership for the Homeless multi-year trail

Broward Partnership for the Homeless's plans moved +39.4% in assets from 2022 to 2024; this filing shows Broward Partnership for the Homeless, Inc. Retirement Plan at $3M / 68 participants.

#6,908
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY

Broward Partnership for the Homeless, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Broward Partnership for the Homeless, Inc. Retirement Plan vs every filed plan by assets

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

$3,365,956 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

Broward Partnership for the Homeless, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Broward Partnership for the Homeless, Inc. Retirement Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broward Partnership for the Homeless, Inc. Retirement Plan reported net income rose from $300K in the plan year 2022 filing to $626K in the plan year 2023 filing.
  • Broward Partnership for the Homeless, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Broward Partnership for the Homeless, Inc. Retirement Plan reported participants fell from 69 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650777033 · Broward Partnership for the Homeless PY 2023 · Other

Broward Partnership for the Homeless, Inc. Retirement Plan · $3M · 68 · 37th

  • BOOK $3M
  • VS-ST 68
  • BOY 37th
  • SCH Other
  • EBSA near Employee Benefit Plan of Alko Distributors, Inc.
  • PART ind #6908

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 Florida →

Broward Partnership for the Homeless, Inc. Retirement Plan in the asset neighbourhood

Broward Partnership for the Homeless, Inc. Retirement PlanBroward Partnership for the …$3MEmployee Benefit Plan of Alko Distributors, Inc.Employee Benefit Plan of Alk…$3MGulf Coast Social Services 403bGulf Coast Social Services 4…$3M403(b) Thrift Plan of the Council of Southeast Pennsylvania, Inc.403(b) Thrift Plan of the Co…$3M403(b) Thrift Plan of the Arc of Chester County403(b) Thrift Plan of the Ar…$3M
End-of-year total assets ($M) among Broward Partnership for the Homeless, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Broward Partnership for the Homeless multi-year asset trail

Sponsor-wide plan assets over time

All Broward Partnership for the Homeless plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.36094143240664% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.74M $3.82M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 69 $3M
2023 1 68 $3M
2024 1 83 $4M

Broward Partnership for the Homeless filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$626K
Employer EIN650777033
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

Broward Partnership for the Homeless, Inc. Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Broward Partnership for the Homeless, Inc. Retirement Plan, Total assets ($B): 0.003365956 · Participants: 68Broward Partnership for the Homeless, Inc. Retirement PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Broward Partnership for the Homeless, Inc. Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Broward Partnership for the Homeless, Inc. Retirement Plan side-by-side with 3 peers →

Broward Partnership for the Homeless, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Employee Benefit Plan of Alko Distributors, Inc. in MD ($3M); by covered participants it is 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc in MD (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Broward Partnership for the Homeless, Inc. Retirement Plan assets move in 2023? ▼
Broward Partnership for the Homeless, Inc. Retirement Plan grew sharply - up 22.9% during 2023, from $3M to $3M. Reported net income was $626K.
How have Broward Partnership for the Homeless plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broward Partnership for the Homeless's sponsor-wide assets grew 39.4%, from $3M to $4M.
Which Other plans are similar in size to Broward Partnership for the Homeless, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Alko Distributors, Inc. in MD ($3M, 117 participants).
Which Other plans cover a similar participant headcount to Broward Partnership for the Homeless, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Primary Care Coalition of Montgomery County Md Inc in MD (68 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 650777033.

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.