Other · DOL Form 5500 · 2024

Coalition for the Homeless, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
115
Participants Small participant base
50th
Percentile by assets National rank
$66,667
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan for Coalition for the Homeless, Inc. · Sponsored by Coalition for the Homeless, Inc. · New York · Healthcare & Social Assistance

$8M in assets, 115 participants

Coalition for the Homeless, Inc.'s 403(b) Thrift Plan for Coalition for the Homeless, Inc. reported $8M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,295 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

403(b) Thrift Plan for Coalition for the Homeless, Inc. covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $8M.

#9,295
in Healthcare & Social Assistance (16,916 peers)
-30.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Coalition for the Homeless, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Coalition for the Homeless, Inc. vs every filed plan by assets

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

$7,666,648 Top 50% higher than 50% 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 Coalition for the Homeless, 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 Coalition for the Homeless, Inc. sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Coalition for the Homeless, Inc. reported net income fell from $1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Coalition for the Homeless, Inc. end-of-year assets fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Coalition for the Homeless, Inc. reported participants rose from 111 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133072967 · Coalition for the Homeless, Inc. PY 2024 · Other

403(b) Thrift Plan for Coalition for the Homeless, Inc. · $8M · 115 · 50th

  • BOOK $8M
  • BOOK 115
  • BOOK 50th
  • BOOK Other
  • BOOK near Emmaus Homes 403(b) Retirement Plan
  • BOOK ind #9295

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 New York →

403(b) Thrift Plan for Coalition for the Homeless, Inc. in the asset neighbourhood

403(b) Thrift Plan for Coalition for the Homeless, Inc.403(b) Thrift Plan for Coali…$8MEmmaus Homes 403(b) Retirement PlanEmmaus Homes 403(b) Retireme…$8MRoland Park Place Retirement PlanRoland Park Place Retirement…$8MThe Eurasia Foundation Defined Contribution Retirement PlanThe Eurasia Foundation Defin…$8MSt. Josephs Villa 403(b) Plan$8M
End-of-year total assets ($M) among 403(b) Thrift Plan for Coalition for the Homeless, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN133072967
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coalition for the Homeless, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 21.003852514108317% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $9.71M $7.67M ▼ -21.0%
Year Plans Participants Total Assets
2022 1 73 $10M
2023 1 111 $11M
2024 1 115 $8M

Nearby Other Plans in New York

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

403(b) Thrift Plan for Coalition for the Homeless, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Coalition for the Homeless, Inc., Total assets ($B): 0.007666648 · Participants: 115403(b) Thrift Plan for Coalition for the Homeless, Inc.Northwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
403(b) Thrift Plan for Coalition for the Homeless, Inc. vs. nearby Other plans in New York, assets vs. participants

403(b) Thrift Plan for Coalition for the Homeless, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Emmaus Homes 403(b) Retirement Plan in MO ($8M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Coalition for the Homeless, Inc. assets move in 2024?
403(b) Thrift Plan for Coalition for the Homeless, Inc. contracted severely - down 30.4% during 2024, from $11M to $8M. Reported net income was -$3M.
How have Coalition for the Homeless, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Coalition for the Homeless, Inc.'s sponsor-wide assets declined 21.0%, from $10M to $8M.
Which Other plans are similar in size to 403(b) Thrift Plan for Coalition for the Homeless, Inc.?
Among Other plans in other states, the closest by assets is Emmaus Homes 403(b) Retirement Plan in MO ($8M, 651 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Coalition for the Homeless, Inc.?
Among Other plans in other states, the closest by covered participants is Solebury School Defined Contribution and Tda Plan in PA (115 participants, $22M in assets).