Plan Ledger DOL Form 5500 · updated monthly

Home Builders InstituteMoney purchase plan

HOME BUILDERS INSTITUTE PENSION AND PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Home Builders Institute reported $3,637 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,702 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 fell from 0.022% to 0.016%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 301st-largest of 618 plans among District of Columbia employers on file, and the 915th of 3,341 in other services.

Plan summary
Net assets, end of year$23,832,271
Participants with balances376
Active participants255
Employer contributions$1,454,137
Employee contributions—
Employer contribution per active participant$5,702
Average account balance$63,384
Benefits paid to participants$1,442,656
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.8M · 376 accts · $1.5M emplr
2023$21.1M · 361 accts · $1.6M emplr
2022$18.5M · 330 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100
Investment management$3,537
Total administrative$3,637
Employer contributions to the Home Builders Institute plan · 2024
Employer contribution per active participant$5,702
Median for plans this size$2,416
2024$5,702 per active participant
2023$5,787 per active participant
2022$4,360 per active participant

Home Builders Institute's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$3,537

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

Administrative cost history3
2024$3,637 · 0.02%
2023$2,865 · 0.01%
2022$3,901 · 0.02%
All plans at this employer2
HOME BUILDERS INSTITUTE PENSION AND PROFIT SHARING PLANMoney purchase plan
HOME BUILDERS INSTITUTE 403(B) PLAN403(b)
Same employer
Similar plansOther Services · District of Columbia
Cnfa DC$25.2M
National Public Media, LLC DC$24.9M · 0.06%
Unidosus DC$23.6M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521266885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.