Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

Name: COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES - 403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES (2024) Form 5500
Creator: COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES, COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIESEIN 04-2752972Plan #002PY 2024

455 MASSACHUSETTS AVE NW - WASHINGTON, DC 200012621202-638-1300clpha.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.1M

+31.6% from 2023

Total participants

+8.3% from 2023

Average account balance

$262,374

+9.7% from 2023

Annual return

26.73%

+1.61 pp from 2023

Benchmarks

See 50,218 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,218 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.42M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$263K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$161K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$29116

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 4-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2F2S2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$10

$1 / participant

Other / not subdivided$10100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$262,374

$88,751+195.6%

$81,812+220.7%

$145,922+79.8%

Participation rate

90.9%

75.0%+15.9pp

72.3%+18.6pp

80.3%+10.6pp

Annual return

26.73%

1025.40%-998.7pp

773.79%-747.1pp

561.29%-534.6pp

Employer contribution / active EE

$6,781

$3,083+119.9%

$2,912+132.9%

$4,660+45.5%

Participant deferral / active EE

$3,886

$4,643-16.3%

$4,319-10.0%

$6,688-41.9%

Admin fee / account holder

$8,415-100.0%

$7,386-100.0%

$13,397-100.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF COUNCIL OF LARGE PUBLIC HOUSING AUTHORITIES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion