Other · DOL Form 5500 · 2024

Habitat for Humanity East Bay/Silicon Valley Inc Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
102
Participants Small participant base
54th
Percentile by assets National rank
$90,246
Avg per participant Below avg balance/head
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Official DOL plan name: Habitat for Humanity East Bay Retirement Plan · Sponsored by Habitat for Humanity East Bay/Silicon Valley Inc · California · Construction

$9M in assets, 102 participants

Habitat for Humanity East Bay/Silicon Valley Inc's Habitat for Humanity East Bay Retirement Plan reported $9M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #4,724 in Construction (9,039 peers)

Coverage in California

Habitat for Humanity East Bay Retirement Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $9M.

#4,724
in Construction (9,039 peers)
+23.6%
assets growth YoY

Habitat for Humanity East Bay Retirement Plan's mid-pack asset rank among Construction and all filers

Habitat for Humanity East Bay Retirement Plan vs every filed plan by assets

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

$9,205,070 Top 46% higher than 54% 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

Habitat for Humanity East Bay Retirement Plan 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. Habitat for Humanity East Bay Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Habitat for Humanity East Bay Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Habitat for Humanity East Bay Retirement Plan reported participants rose from 88 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943053687 · Habitat for Humanity East Bay/Silicon Valley Inc PY 2024 · Other

Habitat for Humanity East Bay Retirement Plan · $9M · 102 · 54th

  • TYPE $9M
  • NET 102
  • BOOK 54th
  • VS-ST Other
  • BOY near 403(b) Thrift Plan of Central Association for the Blind,Inc.
  • SCH ind #4724

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 Construction retirement plans → · Plans in California →

Habitat for Humanity East Bay Retirement Plan in the asset neighbourhood

403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness403(b) Thrift Aggregated Pla…$9MHabitat for Humanity East Bay Retirement PlanHabitat for Humanity East Ba…$9MThe Pines at Davidson, Inc. 403(b) PlanThe Pines at Davidson, Inc. …$9M403(b) Thrift Plan of Central Association for the Blind,Inc.403(b) Thrift Plan of Centra…$9MAbbott House 403(b) Plan$9M
End-of-year total assets ($M) among Habitat for Humanity East Bay Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN943053687
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Habitat for Humanity East Bay/Silicon Valley Inc)

Sponsor-wide plan assets over time

All Habitat for Humanity East Bay/Silicon Valley Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 61.53961437163411% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.7M $9.21M ▲ +61.6%
Year Plans Participants Total Assets
2022 1 79 $6M
2023 1 88 $7M
2024 1 102 $9M

Nearby Other Plans in California

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

Habitat for Humanity East Bay Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Habitat for Humanity East Bay Retirement Plan, Total assets ($B): 0.00920507 · Participants: 102Habitat for Humanity East Bay Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Habitat for Humanity East Bay Retirement Plan vs. nearby Other plans in California, assets vs. participants

Habitat for Humanity East Bay Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan of Central Association for the Blind,Inc. in NY ($9M); by covered participants it is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Habitat for Humanity East Bay Retirement Plan assets move in 2024?
Habitat for Humanity East Bay Retirement Plan grew sharply - up 23.6% during 2024, from $7M to $9M. Reported net income was $2M.
How have Habitat for Humanity East Bay/Silicon Valley Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Habitat for Humanity East Bay/Silicon Valley Inc's sponsor-wide assets grew 61.5%, from $6M to $9M.
Which Other plans are similar in size to Habitat for Humanity East Bay Retirement Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Central Association for the Blind,Inc. in NY ($9M, 276 participants).
Which Other plans cover a similar participant headcount to Habitat for Humanity East Bay Retirement Plan?
Among Other plans in other states, the closest by covered participants is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants, $5M in assets).