Plan5500

Care For The Homeless Retirement Plan — Form 5500 plan (Care For The Homeless)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Care For The Homeless Retirement Plan is a benefit plan reported by Care For The Homeless under EIN 13-3666994 and plan number 001. The latest loaded filing year is 2023. The filing reports 460 participants and $6,544,275 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.5MPlan net assets, end of year$6,544,275
Participants460Covered participants reported
Assets / participant$14.2KComputed: assets ÷ participants$14,227 (computed)
Provider compensation$76.1K5 Schedule C provider row(s)$76,073
Plan sponsor
Care For The Homeless
EIN
13-3666994
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    460 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$1M
Benefits paid / distributions$986.3K
Contributions
Employer$183.8K
Participant$805.1K
Full reported line items

Net assets

Total assets (EOY)
$6,544,275
Total liabilities (EOY)
$0
Net assets (EOY)
$6,544,275
Net assets (BOY)
$5,589,901

Income & contributions

Employer contributions
$183,811
Participant contributions
$805,120
Total contributions
$1,138,855
Total income / additions
$1,991,909

Expenses & distributions

Benefits paid
$986,322
Administrative expenses
$51,213
Total expenses
$1,037,535
Net increase / (decrease)
$954,374
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Nationwide$43.7K
    RECORDKEEPER · Direct $43.5K · Indirect $220
  2. 2
    Lpl Financial LLC$21.2K
    FINANCIAL ADVISOR · Direct $0 · Indirect $21.2K
  3. 3
    Mutual Of America Sec. Corp LLC$7.4K
    RECORDKEEPER · Direct $7.4K · Indirect $0
  4. 4
    The Benefit Practice$3.5K
    OTHER SERVICES · Direct $3.5K
  5. 5
    Wilshire Associates Inc.$315
    FIDUCIARY ADVISOR · Direct $315 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Care For The Homeless Retirement Plan?
Care For The Homeless Retirement Plan is reported as sponsored by Care For The Homeless (EIN 13-3666994, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Care For The Homeless Retirement Plan?
The latest Form 5500 filing year loaded for Care For The Homeless Retirement Plan is 2023.
How many participants does Care For The Homeless Retirement Plan report?
Care For The Homeless Retirement Plan reports 460 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Care For The Homeless Retirement Plan?
Care For The Homeless Retirement Plan reports $6,544,275 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages