Plan Ledger DOL Form 5500 · updated monthly

Coalition for the Homeless, InDC plan

403(B) THRIFT PLAN OF COALITION FOR THE HOMELESS, INC. · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Coalition for the Homeless, In reported $679 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,290 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.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (3,476th of 5,648), and the 1,565th of 3,341 in other services. In 2023, the employer put in $1.43 for every $1.00 employees contributed themselves; active participation has grown from 66 to 123 since 2022.

Plan summary
Net assets, end of year$11,015,737
Participants with balances115
Active participants123
Employer contributions$404,635
Employee contributions$283,502
Employer contribution per active participant$3,290
Average account balance$95,789
Benefits paid to participants$752,316
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 106 accts · $418K emplr
2023$11.0M · 115 accts · $405K emplr
2022$9.7M · 128 accts · $373K emplr
Employer contributions to the Coalition for the Homeless, In plan · 2023
Employer contribution per active participant$3,290
Median for plans this size$2,440
2024$4,142 per active participant
2023$3,290 per active participant
2022$5,648 per active participant

Coalition for the Homeless, In's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$640

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,813 · 0.31%
2023$679 · 0.01%
2022$791 · 0.01%
Similar plansOther Services · New York
Bettercloud, Inc. NY$11.5M · 0.04%
Crisis Text Line, Inc. NY$11.4M · 0.47%
Bideawee, Inc. NY$11.2M · 0.58%
United Mortgage Corp NY$11.1M · 0.92%
Steer Davies and Gleave Inc NY$10.8M · 0.29%
The Union League Club NY$10.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133072967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.