Other · DOL Form 5500 · 2024
Housing Counseling Services, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $95,459
- Avg per participant Below avg balance/head
Official DOL plan name: Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan · Sponsored by Housing Counseling Services, Inc. · District of Columbia · Healthcare & Social Assistance
$9M in assets, 92 participants
Housing Counseling Services, Inc.'s Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan reported $9M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #9,852 in Healthcare & Social Assistance (16,916 peers)
Housing Counseling Services, Inc. multi-year trail
Housing Counseling Services, Inc.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan at $9M / 92 participants.
- #9,852
- in Healthcare & Social Assistance (16,916 peers)
- +8.4%
- assets growth YoY
Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,782,188 Top 47% higher than 53% 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
Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $682K in the plan year 2024 filing.
- Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan reported participants rose from 89 in the plan year 2023 filing to 92 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 520958568 · Housing Counseling Services, Inc. PY 2024 · Other
Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan · $9M · 92 · 53rd
- RANK $9M
- PHOTO 92
- IND 53rd
- EOY Other
- 5500 near Bennett College Retirement Plan
- ASSETS ind #9852
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 District of Columbia →
Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Housing Counseling Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Housing Counseling Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 26.513796940338974% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $7M |
| 2023 | 1 | 89 | $8M |
| 2024 | 1 | 92 | $9M |
Housing Counseling Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $682K |
| Employer EIN | 520958568 |
| Plan Effective Date | 1989-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Bennett College Retirement Plan in NC ($9M); by covered participants it is Pia Automation US Inc 401(k) Retirement Plan in IN (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Bennett College Retirement Plan (NC) $9M · 59
- National Bleeding Disorders Foundation DC Retirement Plan (NY) $9M · 74
- Kcrw 403(b) DC Plan (CA) $9M · 127
- Trumerit 403(b) Plan (PA) $9M · 121
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Pia Automation US Inc 401(k) Retirement Plan (IN) 92 · 0 off
- Newberry Library DC Retirement Plan (IL) 92 · 0 off
- The Alliance Community Hospital/Ohio Nurses Association Matched Fund Retirement Plan (OH) 92 · 0 off
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan (MS) 92 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.