401(k) · DOL Form 5500 · 2024

Housing Partnership, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
221
Participants Below avg headcount
53rd
Percentile by assets National rank
$39,428
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Housing Partnership, Inc. · Sponsored by Housing Partnership, Inc. · Florida · Healthcare & Social Assistance

$9M in assets, 221 participants

Housing Partnership, Inc.'s 403(b) Thrift Plan for Employees of Housing Partnership, Inc. reported $9M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,820 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

403(b) Thrift Plan for Employees of Housing Partnership, Inc. covers 221 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#9,820
in Healthcare & Social Assistance (16,916 peers)
+11.9%
assets growth YoY

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

403(b) Thrift Plan for Employees of Housing Partnership, Inc. vs every filed plan by assets

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

$8,713,572 Top 47% higher than 53% 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

403(b) Thrift Plan for Employees of Housing Partnership, Inc. among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Housing Partnership, Inc. sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Housing Partnership, Inc. reported net income rose from $471K in the plan year 2023 filing to $928K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Housing Partnership, Inc. end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Housing Partnership, Inc. reported participants rose from 203 in the plan year 2023 filing to 221 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 592704597 · Housing Partnership, Inc. PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Housing Partnership, Inc. · $9M · 221 · 53rd

  • PCT $9M
  • PCT 221
  • PCT 53rd
  • PCT 401(k)
  • PCT near Retirement Income Security Plan-Redstone Residential, Inc.
  • PCT ind #9820

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 →

403(b) Thrift Plan for Employees of Housing Partnership, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Housing Partnership, Inc.403(b) Thrift Plan for Emplo…$9MRetirement Income Security Plan-Redstone Residential, Inc.Retirement Income Security P…$9MMendo Mill & Lumber Co. Profit Sharing Plan and TrustMendo Mill & Lumber Co. Prof…$9MDavaco 401(k) Plan$9MFresno Oxygen Employees 401(k) Retirement PlanFresno Oxygen Employees 401(…$9M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Housing Partnership, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$928K
Employer EIN592704597
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Housing Partnership, Inc.)

Sponsor-wide plan assets over time

All Housing Partnership, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.12486906421001% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.31M $8.71M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 221 $7M
2023 1 203 $8M
2024 1 221 $9M

Nearby 401(k) Plans in Florida

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

403(b) Thrift Plan for Employees of Housing Partnership, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Housing Partnership, Inc., Total assets ($B): 0.008713572 · Participants: 221403(b) Thrift Plan for Employees of Housing Partnership, Inc.L3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
403(b) Thrift Plan for Employees of Housing Partnership, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Housing Partnership, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Housing Partnership, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Retirement Income Security Plan-Redstone Residential, Inc. in UT ($9M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 403(b) Thrift Plan for Employees of Housing Partnership, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Employees of Housing Partnership, Inc. grew at a solid clip - up 11.9% during 2024, from $8M to $9M. Reported net income was $928K.
How have Housing Partnership, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Housing Partnership, Inc.'s sponsor-wide assets grew 19.1%, from $7M to $9M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Housing Partnership, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Security Plan-Redstone Residential, Inc. in UT ($9M, 652 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Housing Partnership, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (221 participants, $2M 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 592704597.

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.