Department of Labor filing

AVESTA HOUSING DEVELOPMENT CORP.

AVESTA HOUSING DEVELOPMENT CORP. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

55filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,650

Reported employer contributions per active participant.

Higher than about 72% of comparable plans
#People in the filing
258

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$292 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 16% of comparable plans
Investment performance
Not available

Plan assets changed 18.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202455out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions72nd percentileTypical peer $1,592 · based on 804 comparable plans
Lower reported administrative expense16th percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, AVESTA HOUSING DEVELOPMENT CORP. reported $683,785 in employer contributions across the plan and 258 active participants. That works out to $2,650 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 30.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 25.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context55/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$683,785
Participant contributions
$981,953
Other contributions
$98,166
Employer share of reported contributions
41.0%
Beginning assets
$10,119,699
Ending assets
$11,960,579
Ending net assets
$11,960,579
Ending liabilities
$0
Total income
$3,250,862
Total expenses
$1,409,982
Administrative expenses
$92,146
Participant loans
$7,068

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,030
2023
$2,349
2024
$2,650
Plan-paid administrative expenses per participant
2022
$233
2023
$238
2024
$292
Active participants
2022
247
2023
265
2024
258
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,65025812M20250813092719NAL0004799619001
2023$2,34926510.1M20240711101830NAL0009257523001
2022$2,0302477.8M20230718125926NAL0001596210001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
010315296-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2005
Industry
Real estate
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

Current plan terms

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Filing ACK_ID20250813092719NAL0004799619001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗