Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF TAMPA HILLSBOROUGH HOMELESS INITIATIVE INC.

Name: TAMPA HILLSBOROUGH HOMELESS INITIATIVE INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF TAMPA HILLSBOROUGH HOMELESS INITIATIVE INC. (2025) Form 5500
Creator: TAMPA HILLSBOROUGH HOMELESS INITIATIVE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF TAMPA HILLSBOROUGH HOMELESS INITIATIVE INC., TAMPA HILLSBOROUGH HOMELESS INITIATIVE INC.

TAMPA HILLSBOROUGH HOMELESS INITIATIVE INC.EIN 59-3651378Plan #001PY 2025

601 E KENNEDY BLVD FL 24 - TAMPA, FL 336024932813-223-6115thhi.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+32.5% from 2024

Total participants

+10.5% from 2024

Average account balance

$61,031

+19.9% from 2024

Annual return

14.49%

+2.72 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$157

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

Free accounts unlock saves, downloads, and 3-year history.

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$206 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.257%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$61,031

$174,379-65.0%

$152,093-59.9%

$138,895-56.1%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

14.49%

74.86%-60.4pp

66.36%-51.9pp

145.39%-130.9pp

Employer contribution / active EE

$8,284

$4,652+78.1%

$4,175+98.4%

$4,194+97.5%

Participant deferral / active EE

$2,794

$6,159-54.6%

$5,451-48.8%

$6,396-56.3%

Admin fee / account holder

$157

$16,880-99.1%

$14,497-98.9%

$12,562-98.8%

403(B) THRIFT PLAN FOR EMPLOYEES OF TAMPA HILLSBOROUGH HOMELESS INITIATIVE INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF TAMPA HILLSBOROUGH HOMELESS INITIATIVE INC.

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