401(k) · DOL Form 5500 · 2024

New Hope Housing, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
171
Participants Small participant base
34th
Percentile by assets National rank
$16,866
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of New Hope Housing, Inc. · Sponsored by New Hope Housing, Inc. · Texas · Healthcare & Social Assistance

$3M in assets, 171 participants

New Hope Housing, Inc.'s 403(b) Thrift Plan for Employees of New Hope Housing, Inc. reported $3M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,689 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

403(b) Thrift Plan for Employees of New Hope Housing, Inc. covers 171 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#5,689
in Healthcare & Social Assistance (16,916 peers)
-4.7%
assets change YoY

The plan reported a net loss of $141K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of New Hope Housing, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of New Hope Housing, Inc. vs every filed plan by assets

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

$2,884,115 34th percentile higher than 34% 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

403(b) Thrift Plan for Employees of New Hope Housing, 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. 403(b) Thrift Plan for Employees of New Hope Housing, Inc. sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of New Hope Housing, Inc. reported net income fell from $340K in the plan year 2023 filing to -$141K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of New Hope Housing, Inc. reported participants rose from 157 in the plan year 2023 filing to 171 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of New Hope Housing, Inc. end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 731419279 · New Hope Housing, Inc. PY 2024 · 401(k)

403(b) Thrift Plan for Employees of New Hope Housing, Inc. · $3M · 171 · 34th

  • PHOTO $3M
  • IND 171
  • EOY 34th
  • 5500 401(k)
  • ASSETS near Tanner Insurance Agency, Inc.
  • PCT ind #5689

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

403(b) Thrift Plan for Employees of New Hope Housing, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of New Hope Housing, Inc.403(b) Thrift Plan for Emplo…$3MTanner Insurance Agency, Inc.$3MMacon Program for Progress, Inc. 401(k) Retirement PlanMacon Program for Progress, …$3MAutoworld/Victory 401(k) Plan$3MAbsolute Mechanical, LLC 401(k) PlanAbsolute Mechanical, LLC 401…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of New Hope Housing, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$141K
Employer EIN731419279
Plan Effective Date2016-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Hope Housing, Inc.)

Sponsor-wide plan assets over time

All New Hope Housing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.434394621640387% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M 202220232024 $2.68M $2.88M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 128 $3M
2023 1 157 $3M
2024 1 171 $3M

Nearby 401(k) Plans in Texas

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

403(b) Thrift Plan for Employees of New Hope Housing, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants 403(b) Thrift Plan for Employees of New Hope Housing, Inc., Total assets ($B): 0.002884115 · Participants: 171403(b) Thrift Plan for Employees of New Hope Housing, Inc.AT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
403(b) Thrift Plan for Employees of New Hope Housing, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants
Compare 403(b) Thrift Plan for Employees of New Hope Housing, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of New Hope Housing, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tanner Insurance Agency, Inc. in NY ($3M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 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 403(b) Thrift Plan for Employees of New Hope Housing, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Employees of New Hope Housing, Inc. edged down modestly - down 4.7% during 2024, from $3M to $3M. Reported net income was -$141K.
How have New Hope Housing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Hope Housing, Inc.'s sponsor-wide assets grew 7.4%, from $3M to $3M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of New Hope Housing, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Tanner Insurance Agency, Inc. in NY ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of New Hope Housing, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Tech Inc in NJ (171 participants, $60K 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 731419279.

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.