Defined Benefit (Pension) · DOL Form 5500 · 2023

Yuma Area Housing Opportunity, Inc. Pension Plan

Data updated 2026-08-25

$964K
Total assets Small plan by assets
N/A
Participants Small participant base
23rd
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Yuma Area Housing Opportunity Inc Retirement Plan · Sponsored by Yuma Area Housing Opportunity, Inc. · Arizona · Healthcare & Social Assistance

$964K in assets, N/A participants

Yuma Area Housing Opportunity, Inc.'s Yuma Area Housing Opportunity Inc Retirement Plan reported $964K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,380 in Healthcare & Social Assistance (17,684 peers)

Yuma Area Housing Opportunity, Inc. multi-year trail

Yuma Area Housing Opportunity, Inc.'s plans moved +46.6% in assets from 2022 to 2024; this filing shows Yuma Area Housing Opportunity Inc Retirement Plan at $964K / N/A participants.

#3,380
in Healthcare & Social Assistance (17,684 peers)
+20.5%
assets growth YoY

Yuma Area Housing Opportunity Inc Retirement Plan among the smaller filed plans by assets

Yuma Area Housing Opportunity Inc Retirement Plan vs every filed plan by assets

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

$964,153 23rd percentile higher than 23% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yuma Area Housing Opportunity Inc Retirement Plan reported participants fell from 4 in the plan year 2022 filing to N/A in the plan year 2023 filing.
  • Yuma Area Housing Opportunity Inc Retirement Plan reported net income rose from $96K in the plan year 2022 filing to $164K in the plan year 2023 filing.
  • Yuma Area Housing Opportunity Inc Retirement Plan end-of-year assets rose from $800K in the plan year 2022 filing to $964K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860254311 · Yuma Area Housing Opportunity, Inc. PY 2023 · Defined Benefit (Pension)

Yuma Area Housing Opportunity Inc Retirement Plan · $964K · N/A · 23rd

  • PCT $964K
  • PCT N/A
  • PCT 23rd
  • PCT Defined Benefit (Pension)
  • PCT near James Walker Mfg. Co. Office Pension Plan
  • PCT ind #3380

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 Arizona →

Yuma Area Housing Opportunity Inc Retirement Plan in the asset neighbourhood

Yuma Area Housing Opportunity Inc Retirement PlanYuma Area Housing Opportunit…$964KJames Walker Mfg. Co. Office Pension PlanJames Walker Mfg. Co. Office…$964KPension International Capital Investments Defined Benefit Pension PlanPension International Capita…$964KGsg Capital Advisors Cash Balance PlanGsg Capital Advisors Cash Ba…$964KBonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521Bonney Forge Corp. Pension P…$963K
End-of-year total assets ($M) among Yuma Area Housing Opportunity Inc Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Yuma Area Housing Opportunity, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Yuma Area Housing Opportunity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.558506575731855% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.8M $1.17M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 4 $800K
2023 1 N/A $964K
2024 1 N/A $1M

Yuma Area Housing Opportunity, Inc. filing trail (2023)

Total Assets (Beginning of Year)$800K
Net Assets (End of Year)$964K
Net Income$164K
Employer EIN860254311
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Yuma Area Housing Opportunity Inc Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Yuma Area Housing Opportunity Inc Retirement Plan, Total assets ($B): 0.000964153 · Participants: 0Yuma Area Housing Opportunity Inc Retirement PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Yuma Area Housing Opportunity Inc Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Yuma Area Housing Opportunity Inc Retirement Plan side-by-side with 3 peers →

Yuma Area Housing Opportunity Inc Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Arizona, the nearest Defined Benefit (Pension) by end-of-year assets is James Walker Mfg. Co. Office Pension Plan in IL at $964K (this filing: $964K).

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 Yuma Area Housing Opportunity Inc Retirement Plan assets move in 2023? ▼
Yuma Area Housing Opportunity Inc Retirement Plan grew sharply - up 20.5% during 2023, from $800K to $964K. Reported net income was $164K.
How have Yuma Area Housing Opportunity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yuma Area Housing Opportunity, Inc.'s sponsor-wide assets grew 46.6%, from $800K to $1M.
Where does Yuma Area Housing Opportunity Inc Retirement Plan rank by assets among Form 5500 filers? ▼
Yuma Area Housing Opportunity Inc Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Yuma Area Housing Opportunity Inc Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is James Walker Mfg. Co. Office Pension Plan in IL ($964K, 12 participants).

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 860254311.

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.