Other · DOL Form 5500 · 2024

Broward Partnership for the Homeless, Inc. Retirement Plan

Data updated 2026-08-11

$4M
Total assets
83
Participants
37th
Percentile by assets
$46,000
Avg per participant
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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.

  • 37th percentile by assets (of 123,622 plans)
  • #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.

$4M
total plan assets (2024 EOY)
83
covered participants
37th
percentile by assets (of 123,622 plans)
$46,000
avg assets per participant

Where Broward Partnership for the Homeless, Inc. 403(b) Plan sits by total assets

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 $2,010,000,000 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

  • 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 →

State
Florida
Industry
Healthcare & Social Assistance

Broward Partnership for the Homeless, Inc. across 3 plan years on file

Across the 3 plan years Broward Partnership for the Homeless, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 39.4%, while reported participants moved from 69 to 83 (+20.3%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).

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

$2.5M$3M$3.5M$4M 202220232024 $2.74M $3.82M ▲ +39.4%
Total plan assets by year, all Broward Partnership for the Homeless, Inc. plans on file
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 ($B) Participants Broward Partnership …, Total assets ($B): 0.003818009 · Participants: 83Broward Partnership …Baptist Health South…, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South…University of Miami …, Total assets ($B): 2.071141138 · Participants: 12711University of Miami …Orlando Health Retir…, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retir…The Nemours Foundati…, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundati…Lee Health System 40…, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 40…
Broward Partnership for the Homeless, Inc. 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Broward Partnership for the Homeless, In… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Broward Partnership for the Homeless, Inc. 403(b) Plan by total assets, not by location.

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).

Next read for Broward Partnership for the Homeless, In…

Multi-year trail

Ways to act on Broward Partnership for the Homeless, Inc. 403(b) Plan's numbers.

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 650777033.

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.