Other · DOL Form 5500 · 2024

Broward Partnership for the Homeless, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
83
Participants Small participant base
37th
Percentile by assets National rank
$46,000
Avg per participant Low balance/head
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Official DOL plan name: Broward Partnership for the Homeless, Inc. 403(b) Plan · Sponsored by Broward Partnership for the Homeless, Inc. · Florida · Healthcare & Social Assistance

$4M in assets, 83 participants

Broward Partnership for the Homeless, Inc.'s Broward Partnership for the Homeless, Inc. 403(b) Plan reported $4M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,586 in Healthcare & Social Assistance (16,916 peers)

Broward Partnership for the Homeless, Inc. multi-year trail

Broward Partnership for the Homeless, Inc.'s plans moved +39.4% in assets from 2022 to 2024; this filing shows Broward Partnership for the Homeless, Inc. 403(b) Plan at $4M / 83 participants.

#6,586
in Healthcare & Social Assistance (16,916 peers)
+13.4%
assets growth YoY

Broward Partnership for the Homeless, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Broward Partnership for the Homeless, Inc. 403(b) Plan vs every filed plan by assets

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

$3,818,009 37th percentile higher than 37% 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

Broward Partnership for the Homeless, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Broward Partnership for the Homeless, Inc. 403(b) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Broward Partnership for the Homeless, Inc. 403(b) Plan reported net income fell from $626K in the plan year 2023 filing to $452K in the plan year 2024 filing.
  • Broward Partnership for the Homeless, Inc. 403(b) Plan reported participants rose from 68 in the plan year 2023 filing to 83 in the plan year 2024 filing.
  • Broward Partnership for the Homeless, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650777033 · Broward Partnership for the Homeless, Inc. PY 2024 · Other

Broward Partnership for the Homeless, Inc. 403(b) Plan · $4M · 83 · 37th

  • SCH $4M
  • EBSA 83
  • PART 37th
  • TYPE Other
  • NET near Society for Pediatric Research 403b
  • BOOK ind #6586

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 Florida →

Broward Partnership for the Homeless, Inc. 403(b) Plan in the asset neighbourhood

Broward Partnership for the Homeless, Inc. 403(b) PlanBroward Partnership for the …$4MSociety for Pediatric Research 403bSociety for Pediatric Resear…$4MCommunities in Schools of Houston Inc 403(b) Tda PlanCommunities in Schools of Ho…$4MCommunity Action Agency 403(b) Retirement PlanCommunity Action Agency 403(…$4MUnited Jewish Communities of Metrowest Nj Retirement PlanUnited Jewish Communities of…$4M
End-of-year total assets ($M) among Broward Partnership for the Homeless, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Broward Partnership for the Homeless, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Broward Partnership for the Homeless, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.36094143240664% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.74M $3.82M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 69 $3M
2023 1 68 $3M
2024 1 83 $4M

Broward Partnership for the Homeless, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$452K
Employer EIN650777033
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Broward Partnership for the Homeless, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Broward Partnership for the Homeless, Inc. 403(b) Plan, Total assets ($B): 0.003818009 · Participants: 83Broward Partnership for the Homeless, Inc. 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Broward Partnership for the Homeless, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Broward Partnership for the Homeless, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Society for Pediatric Research 403b in TX ($4M); by covered participants it is Legal Aid Society of Nassau County 403(b) Plan in NY (83 participants). Same-state nearby plans are listed separately above.

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 Broward Partnership for the Homeless, Inc. 403(b) Plan assets move in 2024? ▼
Broward Partnership for the Homeless, Inc. 403(b) Plan grew at a solid clip - up 13.4% during 2024, from $3M to $4M. Reported net income was $452K.
How have Broward Partnership for the Homeless, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broward Partnership for the Homeless, Inc.'s sponsor-wide assets grew 39.4%, from $3M to $4M.
Which Other plans are similar in size to Broward Partnership for the Homeless, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Society for Pediatric Research 403b in TX ($4M, 27 participants).
Which Other plans cover a similar participant headcount to Broward Partnership for the Homeless, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Legal Aid Society of Nassau County 403(b) Plan in NY (83 participants, $2M in assets).