401(k) · DOL Form 5500 · 2022

The Havi Group Limited Partnership 401(k) Plan

Data updated 2026-08-25

$263M
Total assets Near avg plan size
801
Participants Near avg headcount
96th
Percentile by assets National rank
$328,282
Avg per participant High balance/head
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Official DOL plan name: The Havi Group Limited Partnership Profit Sharing and Savings Plan · Sponsored by The Havi Group Limited Partnership · Illinois · Wholesale Trade

$263M in assets, 801 participants

The Havi Group Limited Partnership's The Havi Group Limited Partnership Profit Sharing and Savings Plan reported $263M in total assets and 801 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,674 in Wholesale Trade (6,843 peers)

Where The Havi Group Limited Partnership Profit Sharing and Savings Plan sits by assets

The Havi Group Limited Partnership Profit Sharing and Savings Plan sits in the top 5% of all filed plans by assets, $263M for 801 participants (~$328,282/participant), down 15.9% in 2022.

#6,674
in Wholesale Trade (6,843 peers)
-15.9%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $50M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Havi Group Limited Partnership Profit Sharing and Savings Plan's outsized position by total assets

The Havi Group Limited Partnership Profit Sharing and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$262,954,262 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Havi Group Limited Partnership Profit Sharing and Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Havi Group Limited Partnership Profit Sharing and Savings Plan sits mid-pack in the medium band (801 participants).

EBSA filing schedule strip

Filing strip 363600106 · The Havi Group Limited Partnership PY 2022 · 401(k)

The Havi Group Limited Partnership Profit Sharing and Savings Plan · $263M · 801 · 96th

  • IND $263M
  • EOY 801
  • 5500 96th
  • ASSETS 401(k)
  • PCT near Imi 401(k) Plan
  • EIN ind #6674

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Illinois →

The Havi Group Limited Partnership Profit Sharing and Savings Plan in the asset neighbourhood

Multi-Color 401(k) Savings PlanMulti-Color 401(k) Savings P…$263MImi 401(k) Plan$263MThe Havi Group Limited Partnership Profit Sharing and Savings PlanThe Havi Group Limited Partn…$263MThe Kaplan, Inc. Tax Deferred Savings Plan for Salaried EmployeesThe Kaplan, Inc. Tax Deferre…$263MBrady Matched 401(k) Plan$263M
End-of-year total assets ($M) among The Havi Group Limited Partnership Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$313M
Net Assets (End of Year)$263M
Net Income-$50M
Employer EIN363600106
Plan Effective Date1975-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Havi Group Limited Partnership)

Sponsor-wide plan assets over time

All The Havi Group Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$360M 36.840190861785686% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $263M $360M ▲ +36.8%
Year Plans Participants Total Assets
2022 1 801 $263M
2023 1 974 $321M
2024 1 1,064 $360M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Havi Group Limited Partnership Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Havi Group Limited Partnership Profit Sharing and Savings Plan, Total assets ($B): 0.262954262 · Participants: 801The Havi Group Limited Partnership Profit Sharing and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
The Havi Group Limited Partnership Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Havi Group Limited Partnership Profit Sharing and Savings Plan side-by-side with 3 peers →

The Havi Group Limited Partnership Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Imi 401(k) Plan in CO ($263M); by covered participants it is Indigo Ag, Inc. 401(k) Plan in MA (801 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($263M here).

Similar participant headcount

Nearest other-state filings by covered participants (801 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Havi Group Limited Partnership Profit Sharing and Savings Plan assets move in 2022? ▼
The Havi Group Limited Partnership Profit Sharing and Savings Plan declined sharply - down 15.9% during 2022, from $313M to $263M. Reported net income was -$50M.
How have The Havi Group Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Havi Group Limited Partnership's sponsor-wide assets grew 36.8%, from $263M to $360M.
Where does The Havi Group Limited Partnership Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
The Havi Group Limited Partnership Profit Sharing and Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Havi Group Limited Partnership Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imi 401(k) Plan in CO ($263M, 1,881 participants).
Which 401(k) plans cover a similar participant headcount to The Havi Group Limited Partnership Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Indigo Ag, Inc. 401(k) Plan in MA (801 participants, $37M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363600106.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.