District of Columbia › Other services › 500 to 999 participants
Form 5500 statement · plan year 1 Jul 2024 to 30 Jun 2025
Home Builders Institute 403(b) Plan
Sponsored by Home Builders Institute, Washington, DC
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Home Builders Institute 403(b) Plan is a 403(b) plan sponsored by Home Builders Institute of Washington, District of Columbia. For the plan year ending 30 Jun 2025 it reported 508 participants, 321 of them active, and net assets of $8.6M.
Net assets came to $16,850 per participant, well below the $46,267 median for defined contribution plans with 500 to 999 participants and well below the $40,686 median for defined contribution plans in other services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $1,886: $3.71 per participant, well below the same-size median of $113. Administrative expenses charged to the plan were $1,887. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $6.3M in 2011 to $8.6M in 2024 (up 36%), and participants from 128 to 508 (up 297%).
The independent accountant's opinion on the financial statements was disclaimer, from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $16,850 | $46,267 | $40,686 | $53,102 |
| Employer contributions per active participant | — | $1,934 | $2,024 | $2,175 |
| Schedule C compensation per participant | $3.71 | $113 | $113 | $123 |
| Schedule C compensation, share of net assets | 0.02% | 0.25% | 0.30% | 0.26% |
| Administrative expenses per participant | $3.71 | $109 | $99.73 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 500 to 999 participants (10,588 plans), other services (2,675) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 508 | $8.6M | $16,850 | — | $1.0M | $2,000 |
| 2023 | 502 | $7.3M | $14,500 | — | $976K | $1,000 |
| 2022 | 487 | $5.9M | $12,066 | — | $928K | $0 |
| 2021 | 455 | $4.8M | $10,580 | $0 | $921K | $0 |
| 2020 | 408 | $6.8M | $16,730 | $0 | $803K | $0 |
| 2019 | 359 | $9.0M | $24,955 | $1,000 | $815K | $0 |
| 2018 | 344 | $8.7M | $25,404 | $0 | $800K | $0 |
| 2017 | 324 | $8.2M | $25,401 | $0 | $812K | $0 |
| 2016 | 293 | $8.0M | $27,440 | $0 | $630K | $0 |
| 2015 | 145 | $7.2M | $49,800 | $0 | $585K | $0 |
| 2014 | 127 | $7.3M | $57,157 | $0 | $542K | $0 |
| 2012 | 111 | $7.2M | $64,432 | — | $549K | $0 |
| 2011 | 128 | $6.3M | $49,266 | — | $519K | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$7,279,254
- Employer contributions—
- Participant contributions$1,033,066
- Rollovers and other contributions$239,798
- Total contributions$1,272,864
- Total income, including investment results$2,265,033
- Benefits paid$982,589
- Administrative expenses$1,887
- Total expenses$984,476
- Net income$1,280,557
- Net transfers$0
- Net assets, end of year$8,559,811
Participants
- Active participants321
- Retired or separated, receiving benefits1
- Retired or separated, entitled to future benefits179
- Participants with account balances422
- Total participants, end of year508
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $1,861 | $0 |
| Fidelity Investments Institutional | Recordkeeping fees; Account maintenance fees | $25 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$1,862
- Recordkeeping fees$25
- Total administrative expenses$1,887
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$8.5M · 99.1%
- Cash (interest and non-interest bearing)$73K · 0.9%
Audit and compliance answers, as filed
- Accountant's opinionDisclaimer
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmCliftonLarsonAllen, LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2MCode section 403(b)(7) accounts (custodial accounts for regulated investment company stock)
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 813000: Religious, Grantmaking, Civic, Professional, & Similar Organizations (including condominium and homeowners associations).
Other plans of Home Builders Institute
| Plan | Participants | Net assets |
|---|---|---|
| Home Builders Institute Pension and Profit Sharing Plan | 399 | $23.8M |
Similar plans in District of Columbia
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Parking Management, Inc. Employees' Profit Sharing Plan | Parking Management, Inc. | 516 | $10.4M | $20,073 |
| American Petroleum Institute 401(k) Defined Contribution Plan | American Petroleum Institute | 497 | $138M | $278,668 |
| Republican National Committee 401(k) Plan | Republican National Committee | 519 | $17.8M | $34,213 |
| Saint Coletta of Greater Washington 403(b) Plan | Saint Coletta of Greater Washington Inc. | 483 | $10.8M | $22,383 |
| Community of Hope 403(b) | Community of Hope, Inc. | 562 | $11.2M | $19,885 |
| Greenpeace, Inc. Savings Plan | Greenpeace, Inc. | 478 | $29.2M | $61,159 |
Defined contribution plans in other services closest in size.
Questions and answers
How big is Home Builders Institute 403(b) Plan?
508 participants at the end of the plan year ending 30 Jun 2025, of whom 321 were active employees, with net assets of $8,559,811. Among defined contribution plans that places it in the 500 to 999 participants band, which held 10,588 plans in plan year 2024.
What does Home Builders Institute contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $1,886 in compensation to service provider organisations, $3.71 per participant or 0.02% of net assets. The same-size median among plans reporting any Schedule C compensation was $113 per participant. Administrative expenses on Schedule H were $1,887. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Home Builders Institute. Recordkeeping or administration: Fidelity Investments Institutional. Investment advisory or management: Strategic Advisors, Inc.. The financial statements were audited by CliftonLarsonAllen, LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an disclaimer opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. A disclaimer of opinion was the usual result of a limited-scope audit under the rules in force before 2021 and is not by itself a finding about the plan.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jul 2024 to 30 Jun 2025, received by the Department of Labor on 10 Feb 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 52-1266885, plan 002, received 10 Feb 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.