Other · DOL Form 5500 · 2024
New Hope Housing, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 281
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $13,900
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of New Hope Housing, Inc. · Sponsored by New Hope Housing, Inc. · Virginia · Healthcare & Social Assistance
$4M in assets, 281 participants
New Hope Housing, Inc.'s 403(b) Thrift Plan of New Hope Housing, Inc. reported $4M in total assets and 281 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,667 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
403(b) Thrift Plan of New Hope Housing, Inc. covers 281 participants in Virginia, about 36% of the average Virginia filer (state average ~782 per filing). Assets: $4M.
- #6,667
- in Healthcare & Social Assistance (16,916 peers)
- -0.4%
- assets change YoY
The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of New Hope Housing, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of New Hope Housing, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,905,796 38th percentile higher than 38% 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
403(b) Thrift Plan of New Hope Housing, Inc. 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. 403(b) Thrift Plan of New Hope Housing, Inc. sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of New Hope Housing, Inc. reported net income fell from $397K in the plan year 2023 filing to -$15K in the plan year 2024 filing.
- 403(b) Thrift Plan of New Hope Housing, Inc. reported participants rose from 210 in the plan year 2023 filing to 281 in the plan year 2024 filing.
DOL schedule card
Filing strip 541060634 · New Hope Housing, Inc. PY 2024 · Other
403(b) Thrift Plan of New Hope Housing, Inc. · $4M · 281 · 38th
- VS-ST $4M
- BOY 281
- SCH 38th
- EBSA Other
- PART near Sunset Home 403(b) Retirement Savings Plan
- TYPE ind #6667
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 Virginia →
403(b) Thrift Plan of New Hope Housing, Inc. in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$15K |
| Employer EIN | 541060634 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Hope Housing, Inc.)
Sponsor-wide plan assets over time
All New Hope Housing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 10.81281444352805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $4M |
| 2023 | 1 | 210 | $4M |
| 2024 | 1 | 281 | $4M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
403(b) Thrift Plan of New Hope Housing, Inc.'s out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Sunset Home 403(b) Retirement Savings Plan in IL ($4M); by covered participants it is Manhattanville College 403(b) Retirement Plan in NY (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- Manhattanville College 403(b) Retirement Plan (NY) 281 · 0 off
- Brightpoint 403(b) Plan (IN) 281 · 0 off
- Candid DC Plan (NY) 281 · 0 off
- 403(b) Thrift Plan for Employees of Presbyterian Children's Homes and Services (TX) 281 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.