401(k) · DOL Form 5500 · 2024

Preservation of Affordable Housing, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
552
Participants Below avg headcount
81st
Percentile by assets National rank
$68,854
Avg per participant Below avg balance/head
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Official DOL plan name: Poah/Poahc 401(k) Plan · Sponsored by Preservation of Affordable Housing, Inc. · Massachusetts · Real Estate

$38M in assets, 552 participants

Preservation of Affordable Housing, Inc.'s Poah/Poahc 401(k) Plan reported $38M in total assets and 552 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,213 in Real Estate (4,605 peers)

Where Poah/Poahc 401(k) Plan sits by assets

Poah/Poahc 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 552 participants (~$68,854/participant), up 19.3% in 2024.

#4,213
in Real Estate (4,605 peers)
+19.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Poah/Poahc 401(k) Plan's outsized position by total assets

Poah/Poahc 401(k) Plan vs every filed plan by assets

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

$38,007,501 Top 19% higher than 81% 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

Poah/Poahc 401(k) 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. Poah/Poahc 401(k) Plan sits mid-pack in the medium band (552 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Poah/Poahc 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Poah/Poahc 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Poah/Poahc 401(k) Plan reported participants rose from 521 in the plan year 2023 filing to 552 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 311616634 · Preservation of Affordable Housing, Inc. PY 2024 · 401(k)

Poah/Poahc 401(k) Plan · $38M · 552 · 81st

  • EIN $38M
  • EIN 552
  • EIN 81st
  • EIN 401(k)
  • EIN near Lampton Welding Supply Company, Inc. Profit Sharing Plan
  • EIN ind #4213

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 Massachusetts →

Poah/Poahc 401(k) Plan in the asset neighbourhood

Poah/Poahc 401(k) Plan$38MLampton Welding Supply Company, Inc. Profit Sharing PlanLampton Welding Supply Compa…$38MAcentek 401(k) Plan$38MMeritex and Affiliates 401(k) PlanMeritex and Affiliates 401(k…$38MAssociated Anesthesiologists Medical Group, P.C. 401 (K) Profit Sharing PlanAssociated Anesthesiologists…$38M
End-of-year total assets ($M) among Poah/Poahc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN311616634
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preservation of Affordable Housing, Inc.)

Sponsor-wide plan assets over time

All Preservation of Affordable Housing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 51.724479450220684% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.1M $38M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 505 $25M
2023 1 521 $32M
2024 1 552 $38M

Nearby 401(k) Plans in Massachusetts

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

Poah/Poahc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Poah/Poahc 401(k) Plan, Total assets ($B): 0.038007501 · Participants: 552Poah/Poahc 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Poah/Poahc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Poah/Poahc 401(k) Plan side-by-side with 3 peers →

Poah/Poahc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lampton Welding Supply Company, Inc. Profit Sharing Plan in KS ($38M); by covered participants it is Lion Star 401(k) Plan in TX (552 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (552 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 Poah/Poahc 401(k) Plan assets move in 2024? ▼
Poah/Poahc 401(k) Plan grew sharply - up 19.3% during 2024, from $32M to $38M. Reported net income was $6M.
How have Preservation of Affordable Housing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preservation of Affordable Housing, Inc.'s sponsor-wide assets grew 51.7%, from $25M to $38M.
Where does Poah/Poahc 401(k) Plan rank by assets among Form 5500 filers? ▼
Poah/Poahc 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Poah/Poahc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lampton Welding Supply Company, Inc. Profit Sharing Plan in KS ($38M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Poah/Poahc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lion Star 401(k) Plan in TX (552 participants, N/A 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 311616634.

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.