Plan5500

National Association Of Home Builders Retirement Plan — Form 5500 plan (National Association Of Home Builders Of The U.S)

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, National Association Of Home Builders Retirement Plan is a benefit plan reported by National Association Of Home Builders Of The U.S under EIN 88-0359303 and plan number 002. The latest loaded filing year is 2023. The filing reports 413 participants and $117,434,009 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$117.4MPlan net assets, end of year$117,434,009
Participants413Covered participants reported
Assets / participant$284.3KComputed: assets ÷ participants$284,344 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
Plan sponsor
National Association Of Home Builders Of The U.S
EIN
88-0359303
Plan number
002
Plan type
2
Location
Washington, DC
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
    413 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)$117.4M total assets
Net assets$117.4MLiabilities$0
Money in vs. money out
Total income / additions$25.4M
Total expenses$3.9M
Benefits paid / distributions$3.8M
Contributions
Employer$2M
Participant$2.7M
Full reported line items

Net assets

Total assets (EOY)
$117,434,009
Total liabilities (EOY)
$0
Net assets (EOY)
$117,434,009
Net assets (BOY)
$95,875,149

Income & contributions

Employer contributions
$1,969,479
Participant contributions
$2,719,861
Total contributions
$4,725,135
Total income / additions
$25,423,430

Expenses & distributions

Benefits paid
$3,843,226
Administrative expenses
$21,344
Total expenses
$3,864,570
Net increase / (decrease)
$21,558,860
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 42%Participant 58%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Strategic Advisors, Inc.$19.8K
    ADVISOR · Direct $19.8K
  2. 2
    Fidelity Invs Institutional Ops Co-$29K
    RECORDKEEPER · Direct -$29K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the National Association Of Home Builders Retirement Plan?
National Association Of Home Builders Retirement Plan is reported as sponsored by National Association Of Home Builders Of The U.S (EIN 88-0359303, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for National Association Of Home Builders Retirement Plan?
The latest Form 5500 filing year loaded for National Association Of Home Builders Retirement Plan is 2023.
How many participants does National Association Of Home Builders Retirement Plan report?
National Association Of Home Builders Retirement Plan reports 413 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for National Association Of Home Builders Retirement Plan?
National Association Of Home Builders Retirement Plan reports $117,434,009 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