401(k) · DOL Form 5500 · 2022
The Havi Group Limited Partnership 401(k) Plan
Data updated 2026-08-11
- $263M
- Total assets
- 801
- Participants
- 96th
- Percentile by assets
- $328,282
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $263M
- total plan assets (2022 EOY)
- 801
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $328,282
- avg assets per participant
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 vs the 2022 asset distribution
By assets, The Havi Group Limited Partnership Profit Sharing and Savings Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $313M |
|---|---|
| Net Assets (End of Year) | $263M |
| Net Income | -$50M |
| Employer EIN | 363600106 |
| Plan Effective Date | 1975-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Havi Group Limited Partnership)
| 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
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Havi Group Limited Partnership Profit Sharing and Savings Plan by total assets, not by location.
- Imi 401(k) Plan (CO) $263M · 1,881
- The Kaplan, Inc. Tax Deferred Savings Plan for Salaried Employees (VA) $263M · 1,626
- Brady Matched 401(k) Plan (WI) $263M · 1,618
- Multi-Color 401(k) Savings Plan (OH) $263M · 3,419
Frequently Asked Questions
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Ways to act on The Havi Group Limited Partnership Profit Sharing and Savings Plan's numbers.
- By total assets, The Havi Group Limited Partnership Profit Sharing and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- The Havi Group Limited Partnership's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Wholesale Trade plans