Other · DOL Form 5500 · 2024

Housing Works, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
325
Participants Below avg headcount
71st
Percentile by assets National rank
$64,785
Avg per participant Low balance/head
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Official DOL plan name: Housing Works, Inc. 403(b) Plan · Sponsored by Housing Works, Inc. · New York · Healthcare & Social Assistance

$21M in assets, 325 participants

Housing Works, Inc.'s Housing Works, Inc. 403(b) Plan reported $21M in total assets and 325 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,795 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Housing Works, Inc. 403(b) Plan covers 325 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $21M.

#12,795
in Healthcare & Social Assistance (16,916 peers)
+11.6%
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 2024 · DOL Form 5500

$21,055,266 Top 29% higher than 71% 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

Housing Works, Inc. 403(b) Plan 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. Housing Works, Inc. 403(b) Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Housing Works, Inc. 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Housing Works, Inc. 403(b) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Housing Works, Inc. 403(b) Plan reported participants rose from 301 in the plan year 2023 filing to 325 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133584089 · Housing Works, Inc. PY 2024 · Other

Housing Works, Inc. 403(b) Plan · $21M · 325 · 71st

  • 5500 $21M
  • 5500 325
  • 5500 71st
  • 5500 Other
  • 5500 near Oakwood Village University Woods Homes, Inc. 403(b) Plan
  • 5500 ind #12795

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

Housing Works, Inc. 403(b) PlanHousing Works, Inc. 403(b) P…$21MOakwood Village University Woods Homes, Inc. 403(b) PlanOakwood Village University W…$21MMy Community Dental Centers, Inc. 403(b) PlanMy Community Dental Centers,…$21MThe Elisabeth Morrow School 403(b) Retirement PlanThe Elisabeth Morrow School …$21MLa Frontera Center, Inc. 403(b) PlanLa Frontera Center, Inc. 403…$21M
End-of-year total assets ($M) among Housing Works, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
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): 0.021055266 · Participants: 325Housing Works, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement 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 Oakwood Village University Woods Homes, Inc. 403(b) Plan in WI ($21M); by covered participants it is Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in PA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Housing Works, Inc. 403(b) Plan assets move in 2024? ▼
Housing Works, Inc. 403(b) Plan grew at a solid clip - up 11.6% during 2024, from $19M to $21M. Reported net income was $2M.
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 Oakwood Village University Woods Homes, Inc. 403(b) Plan in WI ($21M, 728 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 Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in PA (325 participants, $7M 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 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.