Other · DOL Form 5500 · 2024

Housing Works, Inc. Retirement Plan

Data updated 2026-08-11

$21M
Total assets
325
Participants
71st
Percentile by assets
$64,785
Avg per participant
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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.

  • 71st percentile by assets (of 123,622 plans)
  • #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.

$21M
total plan assets (2024 EOY)
325
covered participants
71st
percentile by assets (of 123,622 plans)
$64,785
avg assets per participant

Where Housing Works, Inc. 403(b) Plan sits 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 $2,010,000,000 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

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 →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Housing Works, Inc. 403(b) Plan reports 325 participants - about 41% of that state average ($21M EOY assets).

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.)

$10M$20M$30M$40M$50M 202220232024 $15.5M $21.1M ▲ +35.8%
Total plan assets by year, all Housing Works, Inc. plans on file
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

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. …Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Housing Works, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Housing Works, Inc. 403(b) Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Housing Works, Inc. 403(b) Plan's numbers.