401(k) · DOL Form 5500 · 2024
Allied Affordable Housing LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 406
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $10,121
- Avg per participant Low balance/head
Official DOL plan name: Affordable Housing Retirement Trust · Sponsored by Allied Affordable Housing LLC · California · Real Estate
$4M in assets, 406 participants
Allied Affordable Housing LLC's Affordable Housing Retirement Trust reported $4M in total assets and 406 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #2,693 in Real Estate (4,605 peers)
Allied Affordable Housing LLC multi-year trail
Allied Affordable Housing LLC's plans moved +84.0% in assets from 2022 to 2024; this filing shows Affordable Housing Retirement Trust at $4M / 406 participants.
- #2,693
- in Real Estate (4,605 peers)
- +26.2%
- assets growth YoY
Affordable Housing Retirement Trust's mid-pack asset rank among Real Estate and all filers
Affordable Housing Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,109,305 39th percentile higher than 39% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Affordable Housing Retirement Trust 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. Affordable Housing Retirement Trust sits mid-pack in the medium band (406 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Affordable Housing Retirement Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Affordable Housing Retirement Trust reported net income fell from $1M in the plan year 2023 filing to $880K in the plan year 2024 filing.
- Affordable Housing Retirement Trust reported participants fell from 418 in the plan year 2023 filing to 406 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 270258356 · Allied Affordable Housing LLC PY 2024 · 401(k)
Affordable Housing Retirement Trust · $4M · 406 · 39th
- IND $4M
- EOY 406
- 5500 39th
- ASSETS 401(k)
- PCT near Dfw Plastics, Inc./Dfw Rotec, Inc. Profit Sharing Plan
- EIN ind #2693
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 →
Affordable Housing Retirement Trust in the asset neighbourhood
Allied Affordable Housing LLC multi-year asset trail
Sponsor-wide plan assets over time
All Allied Affordable Housing LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 83.95082176358545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 323 | $2M |
| 2023 | 1 | 418 | $3M |
| 2024 | 1 | 406 | $4M |
Allied Affordable Housing LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $880K |
| Employer EIN | 270258356 |
| Plan Effective Date | 2014-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Affordable Housing Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Dfw Plastics, Inc./Dfw Rotec, Inc. Profit Sharing Plan in TX ($4M); by covered participants it is Corsa Coal Napp Division 401(k) Retirement Savings Plan in PA (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (406 participants); asset peers above are excluded.
- Corsa Coal Napp Division 401(k) Retirement Savings Plan (PA) 406 · 0 off
- Tommy's 401(k) Retirement Plan (MI) 406 · 0 off
- Eglin Federal Credit Union 401(k) Retirement Plan (FL) 406 · 0 off
- L. G. Everist, Inc. 401(k) Plan (SD) 406 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.