· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOUSING FAMILIES, INC. — HOUSING FAMILIES 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250404101858NAL0022594834001
HOUSING FAMILIES, INC.
Form 5500-SF
FILING_RECEIVED
HOUSING FAMILIES 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
122
Accounts w/ balance
45
Plan assets (EOY)
$796K
Net assets (EOY)
$796K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOUSING FAMILIES, INC.
.
Find decision makers
Plan sponsor
Name
HOUSING FAMILIES, INC.
EIN
04-2925846
Address
919 EASTERN AVENUE · MALDEN, MA · 02148
Phone
(781) 322-9119
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
MANNA FOOD CENTER, INC.
MANNA FOOD CENTER, INC.
$799K · 44 participants
EAST CENTRAL ILLINOIS COMMUNIT
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EAST CENTRAL ILLINOIS COMMUNITY ACTION AGENCY
$793K · 14 participants
WHOLE LIFE, INC.
401(K) PROFIT-SHARING PLAN FOR UNION EMPLOYEES OF WHOLE LIFE, INC.
$800K · 57 participants
BYRD BARR PLACE
BYRD BARR PLACE 401(K) PLAN
$793K · 30 participants
TRI-COUNTY COMMUNITY ACTION
TRI-COUNTY COMMUNITY ACTION AGENCY, INC. 401(K) SAVINGS PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$793K · 77 participants
MEALS ON WHEELS OF THE MONTERE
MEALS ON WHEELS OF THE MONTERE 401(K) PROFIT SHARING PLAN & TRUST
$800K · 32 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B