Other · DOL Form 5500 · 2024
Insight Housing Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 30th
- Percentile by assets National rank
- $11,073
- Avg per participant Low balance/head
Official DOL plan name: Insight Housing 403(b) Retirement Plan · Sponsored by Insight Housing · California · Healthcare & Social Assistance
$2M in assets, 197 participants
Insight Housing's Insight Housing 403(b) Retirement Plan reported $2M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #4,869 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Insight Housing 403(b) Retirement Plan covers 197 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $2M.
- #4,869
- in Healthcare & Social Assistance (16,916 peers)
- +39.0%
- assets growth YoY
Insight Housing 403(b) Retirement Plan among the smaller filed plans by assets
Insight Housing 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,181,336 30th percentile higher than 30% 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
Insight Housing 403(b) Retirement 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. Insight Housing 403(b) Retirement Plan sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Insight Housing 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Insight Housing 403(b) Retirement Plan reported participants rose from 149 in the plan year 2023 filing to 197 in the plan year 2024 filing.
- Insight Housing 403(b) Retirement Plan reported net income fell from $819K in the plan year 2023 filing to $612K in the plan year 2024 filing.
DOL schedule card
Filing strip 942979073 · Insight Housing PY 2024 · Other
Insight Housing 403(b) Retirement Plan · $2M · 197 · 30th
- EOY $2M
- EOY 197
- EOY 30th
- EOY Other
- EOY near Cchpr Savings & Retirement Plan
- EOY ind #4869
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 →
Insight Housing 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $612K |
| Employer EIN | 942979073 |
| Plan Effective Date | 2021-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Insight Housing)
Sponsor-wide plan assets over time
All Insight Housing plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 190.5341221786836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $751K |
| 2023 | 1 | 149 | $2M |
| 2024 | 1 | 197 | $2M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Insight Housing 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Cchpr Savings & Retirement Plan in PR ($2M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan in FL (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan (FL) 197 · 0 off
- Davis & Elkins College Defined Contribution Retirement Plan (WV) 197 · 0 off
- 403(b) Thrift Plan of Laurel View Village (PA) 197 · 0 off
- Communities in Schools of Nevada, Inc. 403b Plan (NV) 197 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.