401(k) · DOL Form 5500 · 2024

Elderly Housing Management, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
346
Participants Below avg headcount
69th
Percentile by assets National rank
$53,615
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. · Sponsored by Elderly Housing Management, Inc. · Connecticut · Real Estate

$19M in assets, 346 participants

Elderly Housing Management, Inc.'s 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. reported $19M in total assets and 346 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,841 in Real Estate (4,605 peers)

Coverage in Connecticut

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. covers 346 participants in Connecticut, about 48% of the average Connecticut filer (state average ~718 per filing). Assets: $19M.

#3,841
in Real Estate (4,605 peers)
-3.3%
assets change YoY

The plan reported a net loss of $642K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Profit Sharing Plan of Elderly Housing Management, Inc.'s outsized position by total assets

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. vs every filed plan by assets

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

$18,550,834 Top 31% higher than 69% 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

401(k) Profit Sharing Plan of Elderly Housing Management, 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. 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. sits mid-pack in the medium band (346 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. reported net income fell from $2M in the plan year 2023 filing to -$642K in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 066049011 · Elderly Housing Management, Inc. PY 2024 · 401(k)

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. · $19M · 346 · 69th

  • BOY $19M
  • BOY 346
  • BOY 69th
  • BOY 401(k)
  • BOY near Icg Illinois LLC Retirement Plan
  • BOY ind #3841

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 Real Estate retirement plans → · Plans in Connecticut →

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. in the asset neighbourhood

401(k) Profit Sharing Plan of Elderly Housing Management, Inc.401(k) Profit Sharing Plan o…$19MIcg Illinois LLC Retirement PlanIcg Illinois LLC Retirement …$19MIntra Corporation 401(k) Savings PlanIntra Corporation 401(k) Sav…$19MSeaway Hotels 401(k)$19MHelms Bros. Inc. 401(k) Plan$19M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$642K
Employer EIN066049011
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elderly Housing Management, Inc.)

Sponsor-wide plan assets over time

All Elderly Housing Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 7.533860339562172% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.3M $18.6M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 356 $17M
2023 1 348 $19M
2024 1 346 $19M

Nearby 401(k) Plans in Connecticut

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

401(k) Profit Sharing Plan of Elderly Housing Management, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 401(k) Profit Sharing Plan of Elderly Housing Management, Inc., Total assets ($B): 0.018550834 · Participants: 346401(k) Profit Sharing Plan of Elderly Housing Management, Inc.Rtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
401(k) Profit Sharing Plan of Elderly Housing Management, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan of Elderly Housing Management, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Icg Illinois LLC Retirement Plan in IL ($19M); by covered participants it is Dodge & Cox Profit Sharing Plan in CA (346 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (346 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 401(k) Profit Sharing Plan of Elderly Housing Management, Inc. assets move in 2024? ▼
401(k) Profit Sharing Plan of Elderly Housing Management, Inc. edged down modestly - down 3.3% during 2024, from $19M to $19M. Reported net income was -$642K.
How have Elderly Housing Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elderly Housing Management, Inc.'s sponsor-wide assets grew 7.5%, from $17M to $19M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan of Elderly Housing Management, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Icg Illinois LLC Retirement Plan in IL ($19M, 92 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan of Elderly Housing Management, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Dodge & Cox Profit Sharing Plan in CA (346 participants, $356M 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 066049011.

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.