401(k) · DOL Form 5500 · 2022

Havtech Investments LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
367
Participants Below avg headcount
82nd
Percentile by assets National rank
$74,104
Avg per participant Below avg balance/head
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Official DOL plan name: Havtech Investments LLC 401(k) Plan · Sponsored by Havtech Investments LLC · Maryland · Construction

$27M in assets, 367 participants

Havtech Investments LLC's Havtech Investments LLC 401(k) Plan reported $27M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,010 in Construction (9,927 peers)

Coverage in Maryland

Havtech Investments LLC 401(k) Plan covers 367 participants in Maryland, about 39% of the average Maryland filer (state average ~929 per filing). Assets: $27M.

#8,010
in Construction (9,927 peers)
-12.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Havtech Investments LLC 401(k) Plan's outsized position by total assets

Havtech Investments LLC 401(k) Plan vs every filed plan by assets

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

$27,196,106 Top 18% higher than 82% 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

Havtech Investments LLC 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. Havtech Investments LLC 401(k) Plan sits mid-pack in the medium band (367 participants).

Published 5500 schedule card

Filing strip 814236511 · Havtech Investments LLC PY 2022 · 401(k)

Havtech Investments LLC 401(k) Plan · $27M · 367 · 82nd

  • RANK $27M
  • RANK 367
  • RANK 82nd
  • RANK 401(k)
  • RANK near American College of Physicians, Inc. Defined Contribution Retirement Plan B
  • RANK ind #8010

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 Construction retirement plans → · Plans in Maryland →

Havtech Investments LLC 401(k) Plan in the asset neighbourhood

Havtech Investments LLC 401(k) PlanHavtech Investments LLC 401(…$27MAmerican College of Physicians, Inc. Defined Contribution Retirement Plan BAmerican College of Physicia…$27MBrockie Healthcare, Inc. Employee's Retirement PlanBrockie Healthcare, Inc. Emp…$27MPediatric Home Service Employees Savings PlanPediatric Home Service Emplo…$27MNpc Companies 401(k) Retirement PlanNpc Companies 401(k) Retirem…$27M
End-of-year total assets ($M) among Havtech Investments LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN814236511
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Havtech Investments LLC)

Sponsor-wide plan assets over time

All Havtech Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M 94.09827274537024% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.2M $52.8M ▲ +94.1%
Year Plans Participants Total Assets
2022 1 367 $27M
2023 1 419 $36M
2024 1 517 $53M

Nearby 401(k) Plans in Maryland

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

Havtech Investments LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Havtech Investments LLC 401(k) Plan, Total assets ($B): 0.027196106 · Participants: 367Havtech Investments LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Havtech Investments LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Havtech Investments LLC 401(k) Plan side-by-side with 3 peers →

Havtech Investments LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is American College of Physicians, Inc. Defined Contribution Retirement Plan B in PA ($27M); by covered participants it is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Havtech Investments LLC 401(k) Plan assets move in 2022? ▼
Havtech Investments LLC 401(k) Plan pulled back noticeably - down 12.5% during 2022, from $31M to $27M. Reported net income was -$4M.
How have Havtech Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Havtech Investments LLC's sponsor-wide assets grew 94.1%, from $27M to $53M.
Where does Havtech Investments LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Havtech Investments LLC 401(k) Plan ranks in the 82nd 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 Havtech Investments LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American College of Physicians, Inc. Defined Contribution Retirement Plan B in PA ($27M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Havtech Investments LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants, $24M 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 814236511.

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.