401(k) · DOL Form 5500 · 2024

Housing Matters 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
98
Participants Small participant base
26th
Percentile by assets National rank
$14,953
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: 403(b) Thrift Plan for Employees of Housing Matters · Sponsored by Housing Matters · California · Healthcare & Social Assistance

$1M in assets, 98 participants

Housing Matters's 403(b) Thrift Plan for Employees of Housing Matters reported $1M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,905 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

403(b) Thrift Plan for Employees of Housing Matters surged 59.2% in 2024 ($921K → $1M) for 98 participants.

#3,905
in Healthcare & Social Assistance (16,916 peers)
+59.2%
assets growth YoY

403(b) Thrift Plan for Employees of Housing Matters among the smaller filed plans by assets

403(b) Thrift Plan for Employees of Housing Matters vs every filed plan by assets

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

$1,465,410 26th percentile higher than 26% 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 Housing Matters among smaller 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 Housing Matters is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 770126783 · Housing Matters PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Housing Matters · $1M · 98 · 26th

  • EBSA $1M
  • PART 98
  • TYPE 26th
  • NET 401(k)
  • BOOK near Abrams Hebrew Academy 401(k) Profit Sharing Plan
  • VS-ST ind #3905

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 California →

403(b) Thrift Plan for Employees of Housing Matters in the asset neighbourhood

403(b) Thrift Plan for Employees of Housing Matters403(b) Thrift Plan for Emplo…$1MAbrams Hebrew Academy 401(k) Profit Sharing PlanAbrams Hebrew Academy 401(k)…$1MJtw Movers, Inc. 401(k)$1MAlexis Management Inc 401(k) PlanAlexis Management Inc 401(k)…$1MNewport Ip LLC 401(k) Profit Sharing Plan & TrustNewport Ip LLC 401(k) Profit…$1M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Housing Matters and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$921K
Net Assets (End of Year)$1M
Net Income$545K
Employer EIN770126783
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

403(b) Thrift Plan for Employees of Housing Matters vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Housing Matters, Total assets ($B): 0.00146541 · Participants: 98403(b) Thrift Plan for Employees of Housing MattersGoogle 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
403(b) Thrift Plan for Employees of Housing Matters vs. nearby 401(k) plans in California, assets vs. participants

403(b) Thrift Plan for Employees of Housing Matters's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Abrams Hebrew Academy 401(k) Profit Sharing Plan in PA ($1M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Housing Matters assets move in 2024?
403(b) Thrift Plan for Employees of Housing Matters surged - up 59.2% during 2024, from $921K to $1M. Reported net income was $545K.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Housing Matters?
Among 401(k) plans in other states, the closest by assets is Abrams Hebrew Academy 401(k) Profit Sharing Plan in PA ($1M, 34 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Housing Matters?
Among 401(k) plans in other states, the closest by covered participants is Premier Medical Group Profit Sharing Plan in NY (98 participants, $21M in assets).