401(k) · DOL Form 5500 · 2022

Haven Savings Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
102
Participants Small participant base
79th
Percentile by assets National rank
$218,328
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Haven Savings Bank 401(k) Plan · Sponsored by Haven Savings Bank · New Jersey · Finance & Insurance

$22M in assets, 102 participants

Haven Savings Bank's Haven Savings Bank 401(k) Plan reported $22M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,119 in Finance & Insurance (9,261 peers)

Coverage in New Jersey

Haven Savings Bank 401(k) Plan covers 102 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $22M.

#6,119
in Finance & Insurance (9,261 peers)
-11.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haven Savings Bank 401(k) Plan's outsized position by total assets

Haven Savings Bank 401(k) Plan vs every filed plan by assets

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

$22,269,415 Top 21% higher than 79% 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

Haven Savings Bank 401(k) 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. Haven Savings Bank 401(k) Plan sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 220981507 · Haven Savings Bank PY 2022 · 401(k)

Haven Savings Bank 401(k) Plan · $22M · 102 · 79th

  • EOY $22M
  • EOY 102
  • EOY 79th
  • EOY 401(k)
  • EOY near Ennis Electric Company, Inc. 401(k) Retirement Plan
  • EOY ind #6119

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Haven Savings Bank 401(k) Plan in the asset neighbourhood

Haven Savings Bank 401(k) PlanHaven Savings Bank 401(k) Pl…$22MEnnis Electric Company, Inc. 401(k) Retirement PlanEnnis Electric Company, Inc.…$22MGrants Pass Clinic 401(k) & Profit Sharing PlanGrants Pass Clinic 401(k) & …$22MDick Smith Automotive Group 401(k) Profit Sharing PlanDick Smith Automotive Group …$22MShaner Enterprises 401(k) PlanShaner Enterprises 401(k) Pl…$22M
End-of-year total assets ($M) among Haven Savings Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN220981507
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haven Savings Bank)

Sponsor-wide plan assets over time

All Haven Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 12.50335942816639% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.3M $25.1M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 102 $22M
2023 1 97 $23M
2024 1 102 $25M

Nearby 401(k) Plans in New Jersey

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

Haven Savings Bank 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Haven Savings Bank 401(k) Plan, Total assets ($B): 0.022269415 · Participants: 102Haven Savings Bank 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Haven Savings Bank 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Haven Savings Bank 401(k) Plan side-by-side with 3 peers →

Haven Savings Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ennis Electric Company, Inc. 401(k) Retirement Plan in VA ($22M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Haven Savings Bank 401(k) Plan assets move in 2022? ▼
Haven Savings Bank 401(k) Plan pulled back noticeably - down 11.9% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Haven Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haven Savings Bank's sponsor-wide assets grew 12.5%, from $22M to $25M.
Where does Haven Savings Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Haven Savings Bank 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Haven Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ennis Electric Company, Inc. 401(k) Retirement Plan in VA ($22M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Haven Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants, N/A 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 220981507.

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.