Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

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

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Coalition for the Homeless, Inc. Β· New York Β· Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan for Coalition for the Homeless, Inc. holds $8M for 115 participants - about $66,667 per participant, down 30.4% over the 2024 plan year.

$8M
total plan assets (2024 EOY)
115
covered participants
$66,667
avg assets per participant
-30.4%
assets change YoY

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

Total Assets (2023)
$8M
Participants
115
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan for Coalition for the Homeless, Inc.

403(b) Thrift Plan for Coalition for the Homeless, Inc. is a Profit Sharing retirement plan sponsored by Coalition for the Homeless, Inc., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 115 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 133072967, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $8M at year-end β€” a decline of 30.4%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-3,349,856 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-3,349,856
Plan TypeProfit Sharing
Employer EIN133072967
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 1 73 $10M
2023 1 111 $11M
2024 1 115 $8M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Coalition for the Homeless, Inc.?
As of the 2024 Form 5500 filing, 403(b) Thrift Plan for Coalition for the Homeless, Inc. holds $8M in total assets with 115 participants. It is sponsored by Coalition for the Homeless, Inc..
What type of plan is 403(b) Thrift Plan for Coalition for the Homeless, Inc.?
403(b) Thrift Plan for Coalition for the Homeless, Inc. is a Profit Sharing plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 133072967.
Who sponsors the 403(b) Thrift Plan for Coalition for the Homeless, Inc.?
403(b) Thrift Plan for Coalition for the Homeless, Inc. is sponsored by Coalition for the Homeless, Inc., located in New York. The sponsor's EIN is 133072967 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan for Coalition for the Homeless, Inc. perform in 2024?
403(b) Thrift Plan for Coalition for the Homeless, Inc. declined by 30.4% during 2024, moving from $11M to $8M in total assets. Net income was $-3,349,856.
Where can I find official filings for 403(b) Thrift Plan for Coalition for the Homeless, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan for Coalition for the Homeless, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133072967 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Coalition for the Homeless, Inc. compare to other plans?
You can compare 403(b) Thrift Plan for Coalition for the Homeless, Inc. against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 133072967.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.