Plan Ledger DOL Form 5500 · updated monthly

Coalition for the Homeless403(b)

COALITION FOR THE HOMELESS 403(B) PLAN · WASHINGTON, DC · plan year 2022

Reported admin expense ratio · 2022
0.09%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Coalition for the Homeless reported $2,388 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $728 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in District of Columbia (565th of 618), and 9,765th of 11,911 in health care & social assistance. In 2022, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,339,554
Participants with balances59
Active participants91
Employer contributions$66,227
Employee contributions$169,985
Employer contribution per active participant$728
Average account balance$39,653
Benefits paid to participants$732,691
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN ROSENBERG & FREEDMAN
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,388
Total administrative$2,388
The Coalition for the Homeless 401(k) match · 2022
Employer contribution per active participant$728
Median for plans this size$1,114

Coalition for the Homeless's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,388 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · District of Columbia
Pathways to Housing Dc DC$2.8M · 1.24%
Cinq Connect LLC DC$2.8M · 0.35%
McClendon Center DC$2.4M · 0.17%
Holistic Industries Inc. DC$1.4M · 1.12%
Kbc Nursing Agency, Inc. DC$1.3M · 3.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521245499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.