· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MIAMI VALLEY HOUSING OPPORTUNITIES — MIAMI VALLEY HOUSING OPPORTUNITIES 401K RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250501094531NAL0001958019001
MIAMI VALLEY HOUSING OPPORTUNITIES
Form 5500-SF
FILING_RECEIVED
MIAMI VALLEY HOUSING OPPORTUNITIES 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
62
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
MIAMI VALLEY HOUSING OPPORTUNITIES
.
Find decision makers
Plan sponsor
Name
MIAMI VALLEY HOUSING OPPORTUNITIES
EIN
31-1321426
Address
907 W. FIFTH STREET, SUITE 300 · DAYTON, OH · 45402
Phone
(937) 263-4449
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
BETTER BUSINESS BUREAU, INC.
BETTER BUSINESS BUREAU, INC. 401(K) RETIREMENT PLAN
$2.1M · 17 participants
GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI, INC.
$2.1M · 105 participants
THE CORPS NETWORK
THE CORPS NETWORK 403(B) PLAN
$2.1M · 29 participants
CONNECTICUT COMMUNITY FOUNDATION
CONNECTICUT COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN
$2.1M · 15 participants
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MISSISSIPPI ECONOMIC COUNCIL
MISSISSIPPI ECONOMIC COUNCIL EMPLOYEES RETIREMENT PLAN
$2.1M · 10 participants
UNITED STATES DRESSAGE FEDERATION, INC.
UNITED STATES DRESSAGE FEDERATION, INC. 401K RETIREMENT SAVINGS PLAN
$2.1M · 25 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
