401(k) · DOL Form 5500 · 2024

Housing Group Fund Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
46th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Housing Group Fund 401(k) Plan · Sponsored by Housing Group Fund Corporation · California · Real Estate

$6M in assets, 4 participants

Housing Group Fund Corporation's Housing Group Fund 401(k) Plan reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,026 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Housing Group Fund 401(k) Plan ranks #3,026 of 4,605 2024 filers by assets (414% of the sector average)-$6M for 4 participants.

#3,026
in Real Estate (4,605 peers)
+0.8%
assets growth YoY

Housing Group Fund 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Housing Group Fund 401(k) Plan vs every filed plan by assets

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

$6,266,870 46th percentile higher than 46% 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

Housing Group Fund 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Housing Group Fund 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Housing Group Fund 401(k) Plan reported participants rose from 2 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Housing Group Fund 401(k) Plan reported net income fell from $964K in the plan year 2023 filing to $51K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 275316957 · Housing Group Fund Corporation PY 2024 · 401(k)

Housing Group Fund 401(k) Plan · $6M · 4 · 46th

  • PHOTO $6M
  • PHOTO 4
  • PHOTO 46th
  • PHOTO 401(k)
  • PHOTO near Bankonit Retirement Savings Plan
  • PHOTO ind #3026

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 California →

Housing Group Fund 401(k) Plan in the asset neighbourhood

Housing Group Fund 401(k) PlanHousing Group Fund 401(k) Pl…$6MBankonit Retirement Savings PlanBankonit Retirement Savings …$6MLacerta Group, LLC 401(k) PlanLacerta Group, LLC 401(k) Pl…$6MScioto County Counseling Center 401(k) Profit Sharing PlanScioto County Counseling Cen…$6MLee & Melendrez Profit-Sharing Plan and TrustLee & Melendrez Profit-Shari…$6M
End-of-year total assets ($M) among Housing Group Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$51K
Employer EIN275316957
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Housing Group Fund Corporation)

Sponsor-wide plan assets over time

All Housing Group Fund Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.32397292525351% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.25M $6.27M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $6M
2024 1 4 $6M

Nearby 401(k) Plans in California

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

Housing Group Fund 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Housing Group Fund 401(k) Plan, Total assets ($B): 0.00626687 · Participants: 4Housing Group Fund 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Housing Group Fund 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Housing Group Fund 401(k) Plan side-by-side with 3 peers →

Housing Group Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bankonit Retirement Savings Plan in OK ($6M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Housing Group Fund 401(k) Plan assets move in 2024? ▼
Housing Group Fund 401(k) Plan held essentially flat - up 0.8% during 2024, from $6M to $6M. Reported net income was $51K.
How have Housing Group Fund Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Housing Group Fund Corporation's sponsor-wide assets grew 19.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Housing Group Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bankonit Retirement Savings Plan in OK ($6M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Housing Group Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 275316957.

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.