Other · DOL Form 5500 · 2023

Housing Works, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
301
Participants Below avg headcount
72nd
Percentile by assets National rank
$62,673
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Housing Works, Inc. 403(b) Plan · Sponsored by Housing Works, Inc. · New York · Healthcare & Social Assistance

$19M in assets, 301 participants

Housing Works, Inc.'s Housing Works, Inc. 403(b) Plan reported $19M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,460 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Housing Works, Inc. 403(b) Plan covers 301 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $19M.

#13,460
in Healthcare & Social Assistance (17,684 peers)
+21.6%
assets growth YoY

Housing Works, Inc. 403(b) Plan's outsized position by total assets

Housing Works, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,864,574 Top 28% higher than 72% of 127,068 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 2023

Housing Works, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Housing Works, Inc. 403(b) Plan sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Housing Works, Inc. 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Housing Works, Inc. 403(b) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Housing Works, Inc. 403(b) Plan reported participants rose from 281 in the plan year 2022 filing to 301 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133584089 · Housing Works, Inc. PY 2023 · Other

Housing Works, Inc. 403(b) Plan · $19M · 301 · 72nd

  • PCT $19M
  • EIN 301
  • RANK 72nd
  • PHOTO Other
  • IND near American Society for Clinical Pathology 403(b) Plan
  • EOY ind #13460

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 New York →

Housing Works, Inc. 403(b) Plan in the asset neighbourhood

American Society for Clinical Pathology 403(b) PlanAmerican Society for Clinica…$19MMy Community Dental Centers, Inc. 403(b) PlanMy Community Dental Centers,…$19MHousing Works, Inc. 403(b) PlanHousing Works, Inc. 403(b) P…$19MSeattle Institute for Biomedical and Clinical Research 403(b) DC PlanSeattle Institute for Biomed…$19MGivens 403(b) Matching Retirement PlanGivens 403(b) Matching Retir…$19M
End-of-year total assets ($M) among Housing Works, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN133584089
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Housing Works, Inc.)

Sponsor-wide plan assets over time

All Housing Works, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 35.73556789097248% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $15.5M $21.1M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 281 $16M
2023 3 832 $46M
2024 1 325 $21M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Housing Works, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Housing Works, Inc. 403(b) Plan, Total assets ($B): 0.018864574 · Participants: 301Housing Works, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Housing Works, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Housing Works, Inc. 403(b) Plan side-by-side with 3 peers →

Housing Works, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is American Society for Clinical Pathology 403(b) Plan in IL ($19M); by covered participants it is Zoo Atlanta Retirement Savings Plan in GA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Housing Works, Inc. 403(b) Plan assets move in 2023? ▼
Housing Works, Inc. 403(b) Plan grew sharply - up 21.6% during 2023, from $16M to $19M. Reported net income was $3M.
How have Housing Works, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Housing Works, Inc.'s sponsor-wide assets grew 35.7%, from $16M to $21M.
Which Other plans are similar in size to Housing Works, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is American Society for Clinical Pathology 403(b) Plan in IL ($19M, 103 participants).
Which Other plans cover a similar participant headcount to Housing Works, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Zoo Atlanta Retirement Savings Plan in GA (301 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133584089.

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.